Position

Partner

Index

UHNW Wealth Managers

Location

London

Advice type

Investing for growth

Offshore services

Wealth management

Wealth preservation

Client Types

Entrepreneurs

Families

Finance professionals

Sophisticated investors

UHNW

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

Iain Tait

Spear's Review

As head of London & Capital’s private investment office, Iain Tait provides wealth management services to some of the firm’s largest clients. Tait’s offering complements UHNWs’ other service providers rather than replacing the role of the banks. ‘We don’t have a mothership that’s trying to move particular products or sell particular equities,’ says the affable adviser, who joined the firm after running his own practice for five years where he built and maintained a ‘significant’ HNW client base.

Indeed, he compares the approach of London & Capital to a party: ‘We’re a house that would much prefer to be leaving a little early than staying on late and getting caught in a significant drawdown and leaving with a bit of hangover.’

Rank: Top Recommended

Top Recommended 2024, UHNW Wealth Managers

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