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L&C launches Professionals offering

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London & Capital (L&C), an independently-owned wealth and asset manager, has launched a new Professionals offering within its UK Wealth division, focused on providing wealth management services to professionals – specifically lawyers, accountants and private equity partners.

The Professionals team, headed by Simon Tuck the Head of UK Wealth, will offer bespoke, holistic services appropriate to all stages of the client’s partnership journey, from access to partner loans through to retirement and inheritance planning, also taking into consideration any firm specific needs partners have. London & Capital will continually assess unique professional situations, such as a client’s exposure to conflicts of interest and regulation that can prohibit certain investments.
By paying just a 1% investment management fee, clients will also receive access to financial planning without additional charge. They will also be able to monitor their investment accounts through London & Capital’s real-time digital platform.
 
London & Capital has taken steps to offer the professionals community an unrivalled experience in investment management and financial planning. Simon Tuck has recently joined London & Capital from a private banking background, bringing first-class experience in managing wealth for professionals. Simon has developed London & Capital’s Professionals team to not only utilise this experience, but also to correct deficiencies within the existing market.
 
Simon Tuck (pictured), Head of UK Wealth, says: “Professionals have been underserved by the investment community for decades. As I know from experience, Private Banks tend to lock-in clients with lending and then rest on their laurels, providing outsourced generic investment management.”
 
“London & Capital is a partnership-based organisation itself, as such, we fully understand the complex needs of senior professionals, the challenges they face and the demands on their time which necessitates best in class financial planning and investment management.”
 
“London & Capital has a long history of building exceptional relationships with the professional services sector. This is built on a shared ethos to deliver the highest quality client services and advice. An example of this is our offering of financial planning to clients as part of investment management services.”

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