Global Consolidated Reporting
We understand that your financial world is not always limited to a single institution or geographic location. That’s why we take pride in offering a unique and invaluable service – consolidated and global reporting.
Our Unique Offering – What Sets Us Apart?
Unlike many private banks and wealth managers who provide reports exclusively on the wealth they manage, we go further.
We empower you with the ability to view your entire wealth landscape globally, all in one place. This means you gain a comprehensive view of your financial assets, whether they are held with us or not.
Consolidated Reporting
Our consolidated reporting service allows you to:
See the Big Picture
Gain insight into your total net worth, including assets held outside of London & Capital in order to get a holistic view of your financial health.
Consolidated Asset Allocation
Understand how your assets are distributed across different investments and asset classes, even those managed by other institutions.
Simplify Your Financial Life
No more juggling multiple reports from different banks. We bring your financial world together for a clear, consolidated view.
A Global Approach
We offer more than just global reporting; we provide you with a team of experts who specialise in cross-border advice, understand the intricacies of US wealth management and are equipped to serve you in Europe through our Barcelona office.
Our commitment to expertise, compliance, and a personalised service ensures that your global wealth is managed with precision, insight, and a deep understanding of your unique financial needs.
Cross-Border Reporting: Navigating International Complexity
Cross-border wealth management can be a labyrinth of regulations and requirements. At London & Capital, we specialise in providing cross-border advice to clients with assets and interests spanning multiple countries.
Our team is well-versed in the intricacies of international tax treaties, reporting obligations, and wealth structuring solutions. We’ll guide you through the complexities, helping you make informed decisions and ensure compliance with the laws of various jurisdictions.
The destination for international Americans
Our team at London & Capital is comprised of experts in US wealth management. We understand the intricacies of US tax laws, investment regulations, and financial planning strategies.
This expertise is especially valuable for international Americans who often face complex US tax obligations. By choosing us, you gain access to a team that can navigate the nuances of US wealth management, ensuring that your global financial portfolio remains compliant and optimized for tax efficiency.
Solutions for expats in Europe
Our strategic presence in Barcelona is a testament to our commitment to serving clients across Europe.
In a post-Brexit landscape, we’ve proactively addressed the challenges of passporting rules by establishing an office regulated by the Comisión Nacional del Mercado de Valores (CNMV), Spain’s financial regulatory authority. This office serves as a vital link to European markets, allowing us to deliver our renowned wealth management services to clients in Europe seamlessly. By choosing London & Capital, you gain the assurance of working with a globally connected firm with a local European presence.
