W1M Wealth & Investment Management
W1M is a leading international wealth and investment management firm. With £24 billion in assets under management (AUM) and a team of c.350 professionals, W1M specialises in working with high-net-worth and ultra-high-net-worth individuals and families, charities, and institutions.
The firm offers an extensive range of services, including cross-border advisory and planning expertise, institutional-quality investment management, and comprehensive global tax and consolidated portfolio reporting, designed to meet the evolving complexities of wealth and investment management, including addressing international and intergenerational needs.
Beyond its direct client relationships, W1M also maintains a longstanding partnership with Independent Financial Advisers, providing access to its market-leading investment solutions.
Headquartered at 16 Babmaes Street, London, W1M also operates offices in Barcelona, Barbados, Edinburgh, and Glasgow. The firm is regulated by the Financial Conduct Authority (UK), Securities Exchange Commission (US) and the Comisión Nacional del Mercado de Valores (EU).
Asset under management
£24 billionEstablished
1986Employees
350Private client
80Min. Account size
£1 million
Financial Planning
They have helped individuals and families grow and preserve wealth for decades. From day one, they have focused on your priorities and aspirations to create a personalised wealth plan and investment strategy that reflects your unique circumstances and values as they evolve. Their offering has been shaped by the needs of their clients, designed to meet the evolving complexities of managing wealth.
A dedicated wealth manager will tailor a wealth plan to your family’s goals and priorities, understanding your short- and long-term objectives, reviewing your finances, risk tolerance, and preferences, and crafting a strategy for UK, US and European assets. This includes lifetime wealth and cash flow modelling, exploring tax efficiency and structuring opportunities, and conducting regular reviews to track progress and make adjustments as needed.
Investment Management
W1M Wealth & Investment Management offers extensive active investment management capabilities built around you and available across markets and asset classes.
Their approach focuses on your wealth in its entirety, integrating wealth planning, investment management and consolidated reporting, to ensure that the wealth management solution aligns seamlessly with your individual objectives and aspirations.
Dedicated portfolio managers will establish a personalised long-term investment strategy to implement your wealth plan. They firmly believe in a global, active and direct approach to investing across equities, fixed income and alternative asset classes. Your investments will be structured for tax efficiency and aligned with your individual preferences. You will have access to investment expertise, insights and events throughout the year.
The value of investments and the income derived from them may rise as well as fall, and investors may not get back the amount originally invested. Capital security is not guaranteed. W1M and its affiliates do not provide legal or tax advice.
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