About W1M Wealth & Investment Management
With over £21 billion in assets under management (AUM) and a team of more than 300 professionals, 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
- Employees
- 350
Leadership
The top of W1M Wealth & Investment Management's org chart, with how many people report into each leader.
William Dinning
Chief Investment Officer
45 reports
Kate Miller
Managing Director
28 reports
Steve Chhoker
Chief Financial Officer
6 reports
Thomas Donlon
General Counsel
6 reports
Victoria Carroll
Chief Marketing Officer - W1m
5 reports
Dayleen van Zyl
Chief People Officer
5 reports
Shahina Kasak
Interim CPO
Marc Graveney
Chief Transformation Officer
Jamie Geffin
Head Of Portfolio Management
29 reports
Matthew Farrell
Head of Investment Strategy & Communications | Director
1 report
Christopher Rose
Senior Portfolio Manager - Director
1 report
Iris Capilla Fernández
Executive Assistant & Personal Assistant to Partner and Chief Investment Officer
Benjamin Jenkins
Director | Head of Quantitative Investment Strategies
Nersen Pillay
Senior Investment Director
Tineke Frikkee
Head of UK Equity Research
Luke Hyde-Smith
Co Head of Multi Asset Strategy
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