PRIVATE INVESTMENT OFFICE

Iain Tait
Head of Private Investment Office
Sean Doyle
Senior Director
James Barrie
Executive Director
Alex Bromley
Senior Portfolio Manager
Gary Kruger
Senior Portfolio Manager
Morgan Davies
Portfolio Manager
Luke Pritchard
Paraplanner
Tahir Mahmood
Director - Tax
Ed Johnson
Associate Director - Tax
Laima Zirne
Manager - Tax
Emilia Gosling
Executive Assistant

US FAMILY OFFICE

Robert Paul
Co-Head of Private Clients
Jonathan Gold
Executive Director
Adam Myers
Executive Director
Todd Cowan
Executive Director
Jenny Judd
Executive Director
Kim Hinds
Executive Director
Nicole Ralph
Executive Director
Joshua Moss
Executive Director
Ally Ahmed
Associate Director
Greg Oldfield
Associate Director
Tom Sheridan
Senior Adviser
Kristin Schaefer
Head of Relationship Management
Jamie Geffin
Head of Portfolio Management
Jacob Holden
Head of Front Office Operations
Tahir Mahmood
Director - Tax
Ed Johnson
Associate Director - Tax
Laima Zirne
Manager - Tax
Rose Masaka
Head of US Portfolio Management
Latif Fofanah
Portfolio Manager
Owain Roberts
Portfolio Manager
Robert Fernando
Portfolio Manager
Sara Steen
Associate Portfolio Manager
Kashim Ahmed
Associate Portfolio Manager
George Hall
Associate Portfolio Manager
Will Brown
Financial Planner
Maryam Lokhandwala
Chartered Financial Planner
George Fitzgerald
Financial Planner
Louis Davies
Financial Planner
Sindbad Fawcett
Financial Paraplanner
Angelika Jermak
Paraplanner
Melissa Deegan
Private Client Executive
Ethan Greenaway
Private Client Executive
Elijah Bray
Private Client Executive
Marietta Silveira
Executive Assistant

PRIVATE WEALTH

Robert Paul
Co-Head of Private Clients
Jessica Crane
Executive Director
Helen Butterfield
Executive Director
Stuart Young
Senior Portfolio Manager
James Bromley
Portfolio Manager
Nakia Kapacee
Private Client Executive
Auxilia Rayan
Wealth Management Administrator
Jamie Geffin
Head of Portfolio Management
Jacob Holden
Head of Front Office Operations
Tahir Mahmood
Director - Tax
Ed Johnson
Associate Director - Tax
Laima Zirne
Manager - Tax

London & Capital Europe

Pau Morilla Giner
Chief Investment Officer
Todd Cowan
Executive Director
Diego Pajaro
Executive Director
Macarena Sanmartin
Executive Director
Carmen Artigas
Compliance Officer
Sindbad Fawcett
Financial Paraplanner

INVESTMENT DESK

Pau Morilla Giner
Chief Investment Officer
Sanjay Joshi
Head of Fixed Income
Roger Jones
Head of Equities
Scott Gibb
Head of Alternatives
Matthew Farrell
Investment Director
Simon Wright
Head of Dealing
Rabbani Wahhab
Senior Fixed Income Portfolio Manager
Rebeca Sanchis Marin
Senior Alternative Investments Analyst
Punit Patel
Senior Equity Fund Manager
James Hancock
Alternative Investment Analyst

Contact Us

Secure an appointment for an opening conversation with one of the London & Capital team.

You’ll discuss your unique financial situation so we can match you with the best in-house expert for you.

Kindly note that our services are best suited to individuals with over £1m to invest.