This document provides information about an independently-owned wealth management firm that offers tailored investment solutions and specialist advice to global clients. It manages $4.1 billion in assets. The firm has a team that specializes in international wealth and immigration services to help clients with portfolio management, visa programs, and related legal and tax needs. The document describes the firm's clients, investment approach, and solutions including portfolio reviews, monitoring services, and contact information for key team members.

1. International
Wealth &
Immigration Local advice for the global family
An introduction to our Services & Team

2. We are an independently-owned wealth manager creating investment solutions
that meet our clients’ needs. Established in 1986, we have US$ 4.1 billion of
assets under management. We continue to grow because clients from around the
world are looking for more specialist advice. Our investment teams create tailor-
made portfolios designed to perform when it matters most. It's a highly
sophisticated process driven by multi-asset investing, open architecture and an
objective to preserve and grow our clients’ wealth.
Our recent awards
Our specialist areas US Family Office
Private Investment Office
Institutional
International Wealth and Immigration
Adviser Solutions
UK Wealth
Asia
Real Estate
About the Group
Who we are
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3. Our Clients
Entrepreneurial
First Generational
Wealth
Seek Solutions Time Poor
• Our clients run and
manage their own
businesses
• Our clients take the
initiative and often
are at the forefront
of new ideas and
business cycles
• Our clients are
innovative in their
working and
financial lives
• Our clients are
leaders in their
fields
High Net Worth
• Our clients have
created their own
wealth from either
income or capital
• Our clients have
relied on their own
skills, luck and
judgement to create
their wealth
• Our clients would
like to pass their
wealth down to the
next generation
• Our clients are
constantly looking
for added value from
the services we
offer
• Our clients see us
as their Trusted
Advisor and place
an enormous
amount of trust in us
• Our clients are
looking for
entrepreneurial
solutions to their
problems
• Our clients have a
busy work, social
and family schedule
• Our clients require a
fast and reactive
service
• Our clients prefer
clear and concise
communications
• Our clients prefer a
range of contact
methods from face
to face, digital and
sometimes social
media
• Our clients are
wealthy and many
have complicated
tax and investment
criteria to consider
• Our clients value
discretion and
security from their
advisors
• Our clients want to
preserve and grow
their wealth over
many generations
$30m+ High Net Worth
$5 - $30m Mid Tier Millionaires
$1 - $5m Millionaires Next Door
As defined by RBC & Cap Gemini – World Wealth Report 2014
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4. Where are our Clients from?
• Our clients are predominately from the Emerging & Frontier Markets
• Over 50% of our Clients speak Russian or Chinese as their first language
• Over 2/3rds of the Firm’s clients are International and Non Domiciled
Russia & CIS
30%
China & Asia
25%
Middle East
20%
North &
South America
15%
Africa
10%
UK & Europe
15%
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5. What solutions are our Clients looking for?
Trusted Advisor Family Office Bespoke Strategic Advice
• Our clients prefer to
have a dedicated
Team of people, in
one location, to
whom they can
delegate and trust
with the running of
all their financial
affairs
• Our clients are
looking for a long
term relationship
Capital
Preservation &
Growth
• Our clients require
access to our “black
book” of Strategic
Partners to deliver a
seamless service for
all their needs
including
Investment, Legal,
Tax, Property,
Concierge and so
on
• Our clients require a
solution that has
been designed
specifically with their
needs and
requirements in
mind
• Each solution for our
clients is unique
• Our clients require
us to review and
manage their affairs
from a high level
and strategic
perspective
• Our clients require
us to help them with
their planning and
structuring
• Our clients prefer us
to have a detailed
knowledge of their
affairs
• Our clients have
worked very hard to
accumulate their
wealth so they
require us to help
them both preserve
and grow their
capital
• Our clients are not
risk takers in the
absolute sense so
require dynamic and
balanced investment
solutions
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6. Circle of Expertise
6 Please note that some of these Services are delivered by third parties.

7. Our Solutions
Tier 1 UK Investor Visa
International Offshore
Investments
Portuguese Golden Visa
(*)
Shariah Compliant
Investment (*)
• Home Office compliant
portfolios from the leading
Team in the marketplace
• Programmes available at
£2m, £5m and £10m
• Investments in Gilts,
Corporate Bonds and
Equities
• Seamless integration with
the Legal and Accounting
issues of migrating to the
UK
• Provision of portfolios
based offshore held in
personal names,
companies, trusts and
foundations
• Custodial relationships in
Hong Kong, Singapore,
Switzerland, Luxembourg,
Channel Islands, Isle of
Man and the Caribbean
• Portuguese Visa with
access to other European
countries through the
Schengen area
• EUR 1m investment made
within global portfolios
providing daily liquidity
• Only 7 days residency
required each year
• An investment portfolio
which meets all of the
requirements of Shariah
law and the principles
articulated for "Islamic
finance”
(*) Both the Portuguese Golden Visa and Shariah Compliant “products” are not available just yet. We aim to have them in place during
2015.
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8. Our investment style – capital preservation or growth
PORTFOLIO
IDENTIY MACROECONOMIC THEMES
QUANTITATVE & QUALITATIVE ANALYIS ON UNDERLYING SECURITIES
QUANTITATVE & QUALITATIVE ANALYIS ON WHY THOSE TRENDS EXIST
UNDERSTAND WHY THOSE THEMES EXSIST
FORECAST TARGET RETURNS & VOLATILITIES
SUB ASSET CLASS SECTOR ALLOCATION DECISION
OPTIMISE FUNDS ON A RISK / RETURN PROFILE
DUE DILIGENCE ON UNDERLYING SECURITIES
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9. Why the UK and London in particular?
Education Freedoms Legal Global hub
• The UK has an
excellent education
system both within
Private Schools and
Universities
Entertainment
• The UK has
unparalleled
freedoms of speech,
religion, movement
and a free press
• Many of our clients
come from countries
and jurisdictions
where the level of
openness and
transparency is very
restricted
• The UK has one of
the best legal
systems in the world
• The UK courts are
fair and unbiased
• The UK has become
the No1 global city
as decreed by
several surveys
• The UK has a
unique position from
a time perspective
being in the middle
of global time zones
• The UK is
accessible with
excellent transport
links to other major
cities
• The UK has always
held a distinguished
cultural influence on
the world with
classis events such
as Wimbledon,
Henley, Ascot
throughout the years
social calendar
• London is a
cosmopolitan city
with a rich seam of
restaurants, theatres
and clubs to attend
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10. Reviews & Monitoring
Annual Face to
Face Review
Quarterly Phone
Calls & Valuations
Weekly Macro
Economic Updates
Online Access
• A formal review,
held in our offices,
once a year to
discuss the
investment portfolio
and your future
strategic plans
Access to the
Team
• A regular update
and monitoring of
the portfolio as well
as keeping pace
with other planning
developments
• If there are several
issues to plan and
discuss then
additional ad hoc
meetings can be
arranged
• Our Investment
Desk produce a
weekly update on
the major themes
effecting global
markets and how
these events in turn
effect your
investments
• Our clients are
welcome to attend
the briefings at any
time which are held
on a Tuesday
morning
• Full access online to
your portfolio 24 / 7
• Access to your
Wealth Manager
and Portfolio
Manager at any time
on an unlimited
basis
• We operate on a “all
you can eat” basis
to encourage our
clients to talk often
and regularly with
us
• Suitable for clients
wanting a long term
relationship
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11. Our team
T +44 (0)207 396 3247
E mark.estcourt@londonandcapital.com
T +44 (0)207 396 3227
E jade.dobber@londonandcapital.com
T +44 (0)207 396 3253
E edward.margot@londonandcapital.com
Mark Estcourt Jade Dobber Ed Margot
Executive Director and Head of
International Wealth & Immigration
Associate Director Senior Portfolio Manager
Mark founded the International Wealth and Immigration
Division which provides strategic wealth planning for
international clients and their families, as well as the
Tier 1 Investor Visa. He has many years of private client
experience since starting his career in 1992 and has also
successfully built and sold two wealth management
businesses.
Mark oversees and manages the affairs of high net worth
clients including the portfolio management and the
provision of complementary services, to ensure that our
clients receive appropriate advice and can access a wide
range of services from our Strategic Partners.
After considerable work within the Investor Visa
community, including advising the Home Office, Mark was
recently awarded with the ‘Chairman’s Award’ for his work
in immigration at the 2013 ‘High Value Immigration
Awards’. Mark has also won several other industry related
awards for his service and performance.
Jade manages the affairs of our international clients and
has a number of years’ experience working with these
individuals and their associated professional advisors.
Jade handles all wealth management issues, including
introductions to our strategic partners such as Lawyers
and Accountants. She also has exceptional knowledge of
the intricacies of the on-boarding process of the Investor
Visa programme and understands the requirements and
complexities of global jurisdictions.
Jade manages the client relationship right from the initial
enquiry all the way through to the investment and beyond
as she helps build long standing relationships with clients.
For clients, she is the principal point of contact, bringing
together London & Capital’s investment capability and the
expertise our strategic partners so clients enjoy a
seamless family office style service.
Jade was formally in Property Management before joining
London & Capital in 2011. She qualified from the
University of Leeds with a 1st Class Honours Degree.
Ed began his career in 1999 and has experience with both
domestic and international high net worth clients and their
families. Prior to joining London & Capital, he led a
discretionary team where he was responsible for £500
million of private client portfolios and also built a Managed
Advisory Service. Earlier in his career, he was involved
with the management of $8 billion at Kleinwort Benson and
$2 billion at Standard Bank in the Isle of Man.
Throughout his career he has experienced a number of
market cycles. Using a combination of bonds, equities and
alternative investments he has proven his ability to select
good quality investments and deliver excellent returns. He
works closely with our clients and wealth managers to
build portfolios that meet their requirements whilst
conforming to the firm’s capital preservation strategy.
Ed is a Chartered Wealth Manager and a Chartered Fellow
of the Chartered Institute for Securities and Investments.
He qualified with a distinction in his professional
qualifications and holds a B.A. (Hons) from The University
of Exeter in Accounting and Finance.
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12. We hope you have found this document useful. If you would like to attend one of our weekly
investment meetings please let a member of the London & Capital Team know. The meetings
take place on a Tuesday morning from 8.15am to 9.15am (GMT) at our London offices and we
are happy to reserve you a place.
London & Capital
7 Triton Square
Regent’s Place
London
NW1 3HG
Issued by London & Capital Asset Management Limited, authorised and regulated by the Financial Conduct Authority. The information is provided for information and discussion
purposes only. The information does not constitute an offer, solicitation or recommendation to enter into any transaction or to buy, sell or hold any security, investment, loan or
other financial product.
T +44 (0)20 7396 3200
F +44 (0)20 7396 3201
E invest@londonandcapital.com
W londonandcapital.com
Contact us
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