Company profile

W1M Wealth & Investment Management

One home for wealth & investment management

Industry
Financial Services
Employees
396
Headquarters
London, England
Founded
1986
LinkedIn followers
22,006
Office locations
5

W1M Wealth & Investment Management company summary

W1M Wealth & Investment Management is a company in the Financial Services industry, headquartered in London, England, founded in 1986. On LinkedIn the company has around 396 employees and 22,006 followers. The company lists 5 office locations. Its listed specialties include Investment Solutions, Tax Efficient Wealth Planning, HNW and UHNW Wealth Management, Institutional Asset Management, Consolidated Tax Reporting.

What technology does W1M Wealth & Investment Management use?

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About W1M Wealth & Investment Management

With £28.7 billion in assets under management (AUM) and a team of c. 440 employees, 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. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776. and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604. W1M Investment Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 116404. Registered in England and Wales, Company Number No 2042285. W1M Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588. W1M Wealth Planning LLP is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 529061 and is registered in Scotland, Company Number SO302894. W1M Europe A.V., S.A. is registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and super

Specialties

Investment SolutionsTax Efficient Wealth PlanningHNW and UHNW Wealth ManagementInstitutional Asset ManagementConsolidated Tax Reporting

Where is W1M Wealth & Investment Management located?

W1M Wealth & Investment Management lists 5 office locations.

London, England SW1Y 6AH, GBHQ
16 Babmaes Street
Barcelona, Spain, ES
Ronda del General Mitre, 126
Edinburgh, Scotland EH3 8EG, GB
19 Canning Street
Glasgow, Scotland G2 7DA, GB
58 Waterloo Street
Welches, St. Thomas, BB22025
One Welches

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Frequently asked questions about W1M Wealth & Investment Management

What does W1M Wealth & Investment Management do?

With £28.7 billion in assets under management (AUM) and a team of c. 440 employees, 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. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776. and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604. W1M Investment Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 116404. Registered in England and Wales, Company Number No 2042285. W1M Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588. W1M Wealth Planning LLP is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 529061 and is registered in Scotland, Company Number SO302894. W1M Europe A.V., S.A. is registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and super

How many employees does W1M Wealth & Investment Management have?

W1M Wealth & Investment Management has around 396 employees on LinkedIn.

Where is W1M Wealth & Investment Management headquartered?

W1M Wealth & Investment Management is headquartered in London, England.

Where does W1M Wealth & Investment Management have offices?

W1M Wealth & Investment Management lists 5 office locations, including London, England SW1Y 6AH, GB; Barcelona, Spain, ES; Edinburgh, Scotland EH3 8EG, GB; Glasgow, Scotland G2 7DA, GB; Welches, St. Thomas, BB22025.

When was W1M Wealth & Investment Management founded?

W1M Wealth & Investment Management was founded in 1986.

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