London & Capital Asset Management LTD
London Capital Asset Management Ltd is a private limited company incorporated in March 2023 and headquartered in London, United Kingdom. The firm is focused on providing bespoke investment strategies with an emphasis on both commercial and residential real estate opportunities. They tailor portfolios to preserve and enhance client wealth using a comprehensive service approach including legal, tax, and offshore structuring advice. The company positions itself as a full-service asset manager and joint venture partner in the UK property market, serving a growing domestic and international client base. It remains a micro-sized firm with a small team.
Investment Strategy
The firm provides highly bespoke investment strategies across UK commercial and residential real estate, adapting its approach according to prevailing market trends. Their process focuses on both asset management and active joint venture partnerships rather than passive investing. The firm employs a tactical, hands-on method in portfolio construction, with an emphasis on wealth preservation, and supports clients with a comprehensive professional network, including lawyers, surveyors, and tax advisers.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) | 
|---|---|---|---|---|---|---|---|
| MMSFT | MICROSOFT CORP | 7.69% | $101.4M | 203,860 | $213.93 | $497.41 | +$29.6M | 
| GGLD | SPDR GOLD TR | 5.09% | $67.1M | 220,166 | $170.36 | $304.83 | +$3.5M | 
| IIBM | INTERNATIONAL BUSINESS MACHS | 4.96% | $65.4M | 221,991 | $239.86 | $294.78 | +$8.3M | 
| AAMZN | AMAZON COM INC | 4.83% | $63.7M | 290,249 | $189.73 | $219.39 | +$42.4M | 
| GGOOG | ALPHABET INC | 4.68% | $61.7M | 347,955 | $132.92 | $177.39 | +$16.4M |