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Iain Tait

London & Capital

London, UK

Partner and Head of Private Clients

London & Capital

Iain Tait

Biography

Iain Tait joined London & Capital in 2006 and became a Partner at the firm in 2008. Ian then set up their Private Investment Office in 2013, which provides wealth management services for some of the firm’s largest clients.

Prior to this, Iain ran his own wealth management business in association with Zurich Financial Services Limited, where he built and maintained a significant high net worth client base made up typically of fellow financial professionals.

Iain has been awarded the Investment Management Certificate, a Diploma in Financial Planning and a BA Hons degree from The University of Manchester.

He was named in PAM ‘Top 40 under 40’ in 2013 and has been named in CityWealth’s ‘Top Private Bankers & Investment Managers’ leaders list for the past 3 years.

Iain Tait’s Newsfeed

Millenials Likely to Change Wealth Manager

Millennials could be the first generation that are actively looking to change their wealth managers to pick the one most suitable for them, London and Capital’s Iain Tait has said. Speaking to FTAdviser in a video interview, the director of private clients at the firm said while most generations traditionally do not change wealth managers, millennials could be the exception.

The Economist
Britain’s super-rich are Corbyn-proofing their finances

As an “insurance policy”, some have arranged for custody of their investment accounts (used to buy and sell securities) to be moved to the Channel Islands or Switzerland. Changing the jurisdiction in which accounts are booked in this way is all about “asset access” and has nothing to do with tax, says Mr Tait.

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Iain Tait’s Background

Partner and Head of Private Clients
Sep 2006 - Present
London, UK
Founded in 1986, London & Capital are an independently owned global wealth and asset manager based in London.
Freeman, Farmer and Anderson Company logo Freeman, Farmer and Anderson Company logo
Freeman, Farmer and Anderson Company
Partner

Other Business Interests

Media
Peter Robinson interviews Iain to talk about investment strategy, entrepreneurial investment and what London & Capital is doing to engage the next generation of investors.

Iain Tait’s Education

Investment Management Certificate (IMC)