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Specialism: Financial Advisory & UHNW Services Family Wealth Advisory
Company: London & Capital
Location: London, England
After a successful career at Allied Dunbar, Daniel Freedman founded London & Capital on the principles of independence, service and integrity and these have been maintained over the past 32 years. As a leading strategic partner, Daniel’s role includes managing and leading one of the UKs most successful independently-owned investment companies. Daniel also heads the US Family Office, which services Americans living overseas and understands the complexities this involves. The US Family Office accounts for nearly a third of total assets under management of the business.
Daniel Freedman currently has no Citywealth award
Average client size: £5 million - £25 million
Fixed fee offering: No
Number of offices globally: 1-5
T: +44 (0)20 7396 3206
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In 1988 Daniel began working with a client; a barrister who required Daniel’s services in helping manage and understand both his income and savings in order to secure his long-term future. He developed a sophisticated financial plan that resulted in the client being financially independent and earning millions of pounds a year.
This is an example of a family that He has been able to guide for over 30 years, helping the younger generations and going beyond the remit of just financial advice.