W1M

Overview

W1M is a prominent international wealth and investment management firm established in 2024 through the merger of Waverton Investment Management and London & Capital. The firm specializes in providing comprehensive wealth and investment management services to high-net-worth and ultra-high-net-worth individuals, families, charities, and institutions. With over £21 billion in assets under management, W1M offers a broad spectrum of services, including cross-border advisory, institutional-quality investment management, and global tax and portfolio reporting. The firm's investment approach is characterized by a global, active, and direct philosophy, focusing on constructing portfolios that are predominantly directly invested rather than through third-party funds. This strategy ensures full transparency on costs and maintains competitive total investment expenses. W1M's team comprises approximately 350 professionals with an average of 22 years of experience, many of whom are equity owners in the company. W1M operates from its headquarters at 16 Babmaes Street, London, and has additional offices in Edinburgh, Glasgow, Barcelona, and Barbados. The firm is regulated by the Financial Conduct Authority (FCA) in the UK, the Securities and Exchange Commission (SEC) in the US, and the Comisión Nacional del Mercado de Valores (CNMV) in Spain, reflecting its commitment to maintaining high regulatory standards across its international operations.

Investment Focus

• High-net-worth individuals
• Ultra-high-net-worth individuals
• Charities
• Institutions

Portfolio Companies