W1 M Wealth Management Limited
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 132210
· SEC file 801-63787
· London
· www.linkedin.com
☆ Save with Pro
ADV data as of May 07, 2026
- Regulatory AUM
- $24.8B
- Discretionary
- $24.8B
- Clients
- 6,712
- Avg AUM / client
- $3.7M
- Accounts
- 6,712
- Employees
- 200
AUM over time
$272M
$24.8B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 5,426 | $6.3B | 25.4% |
| Pooled investment vehicles (non-investment companies) | 49 | $14.1B | 56.8% |
| Charitable organizations | 219 | $1.4B | 5.65% |
| Insurance companies | 117 | $316M | 1.27% |
| Corporations and other businesses | 212 | $1.1B | 4.39% |
| Other | 689 | $1.6B | 6.46% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcglashan, Guy, Andrew | Chief Executive Officer And Director | Jun 2017 (9y) | Less than 5% | |
| Robert Charles Paul | Director | Jul 2018 (8y) | Less than 5% | |
| Crabb, Dominic, Timothy Edward | Chief Compliance Officer And Director | Aug 2018 (8y) | Less than 5% | |
| Hamper, James, Andrew | Chief Finance Officer And Director | Jun 2019 (7y) | Less than 5% | |
| Morilla Giner, Pau | Chief Investment Officer And Director | Jun 2019 (7y) | Less than 5% | |
| Tait, Iain, Richard | Director | Jun 2019 (7y) | Less than 5% | |
| Murphy, Stephen Thomas, Matthew | Non Executive Chairman | Mar 2020 (6y) | Less than 5% | |
| Allen, Michael, David | Executive Director | Jul 2024 (2y) | Less than 5% | |
| Chhoker, Ananth Steven, Singh | Executive Director | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| London And Capital Group Ltd | Sole Shareholder | Oct 1988 | A | 75% or more |
| Sabrina Bidco Limited | Sole Shareholder | Mar 2023 | B | ≈ 56.25% – 100% via London And Capital Group Ltd |
| Sabrina Midco Limited | Sole Shareholder | May 2022 | B | ≈ 42.19% – 100% via Sabrina Bidco Limited |
| Sabrina Topco Limited | Sole Shareholder | May 2022 | B | ≈ 31.64% – 100% via Sabrina Midco Limited |
| Lm Sabrina Holdings Lp | Sole Shareholder | Jan 2023 | B | ≈ 11.87% – 75% via Sabrina Holdco Limited |
| Lm Equity Partners V A Lp | Shareholder | Dec 2022 | B | ≈ 2.22% – 37.5% via Lm Sabrina Investment Holdings Inc |
| Fund V Ugp Llc | Sole Shareholder | Jan 2018 | B | 75% or more of Lm Equity Advisors V Lp (indirect) |
| Lovell Minnick Partners Llc | Sole Shareholder | Jan 2018 | B | 75% or more of Fund V Ugp Llc (indirect) |
| Lovell Minnick Holdings Llc | Sole Shareholder | Jan 2018 | B | 75% or more of Lovell Minnick Partners Llc (indirect) |
| Sabrina Holdco Limited | Shareholder | Jan 2023 | B | ≈ 15.82% – 75% via Sabrina Topco Limited |
| Lm Equity Partners V Lp | Shareholder | May 2022 | B | ≈ 5.93% – 56.25% via Lm Sabrina Holdings Lp |
| Lm Sabrina Investment Holdings Inc | Shareholder | Dec 2022 | B | ≈ 2.97% – 37.5% via Lm Sabrina Holdings Lp |
| Lm Equity Advisors V Lp | General Partner | Dec 2022 | B | GP / trustee / elected manager of Lm Equity Partners V Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sabrina Bidco Limited: 75% – 100% of London And Capital Group Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Sabrina Midco Limited: 75% – 100% of Sabrina Bidco Limited × 75% – 100% of London And Capital Group Ltd × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Sabrina Topco Limited: 75% – 100% of Sabrina Midco Limited × 75% – 100% of Sabrina Bidco Limited × 75% – 100% of London And Capital Group Ltd × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Lm Sabrina Holdings Lp: 75% – 100% of Sabrina Holdco Limited × 50% – 75% of Sabrina Topco Limited × 75% – 100% of Sabrina Midco Limited × 75% – 100% of Sabrina Bidco Limited × 75% – 100% of London And Capital Group Ltd × 75% – 100% direct ≈ 11.87% – 75% of the firm
- Lm Equity Partners V A Lp: 75% – 100% of Lm Sabrina Investment Holdings Inc × 25% – 50% of Lm Sabrina Holdings Lp × 75% – 100% of Sabrina Holdco Limited × 50% – 75% of Sabrina Topco Limited × 75% – 100% of Sabrina Midco Limited × 75% – 100% of Sabrina Bidco Limited × 75% – 100% of London And Capital Group Ltd × 75% – 100% direct ≈ 2.22% – 37.5% of the firm
- Sabrina Holdco Limited: 50% – 75% of Sabrina Topco Limited × 75% – 100% of Sabrina Midco Limited × 75% – 100% of Sabrina Bidco Limited × 75% – 100% of London And Capital Group Ltd × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Lm Equity Partners V Lp: 50% – 75% of Lm Sabrina Holdings Lp × 75% – 100% of Sabrina Holdco Limited × 50% – 75% of Sabrina Topco Limited × 75% – 100% of Sabrina Midco Limited × 75% – 100% of Sabrina Bidco Limited × 75% – 100% of London And Capital Group Ltd × 75% – 100% direct ≈ 5.93% – 56.25% of the firm
- Lm Sabrina Investment Holdings Inc: 25% – 50% of Lm Sabrina Holdings Lp × 75% – 100% of Sabrina Holdco Limited × 50% – 75% of Sabrina Topco Limited × 75% – 100% of Sabrina Midco Limited × 75% – 100% of Sabrina Bidco Limited × 75% – 100% of London And Capital Group Ltd × 75% – 100% direct ≈ 2.97% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments (Europe) Ltd $9.1B (36% of AUM) May 2026
- Sei Investments Guernsey Limited $2.2B (9% of AUM) May 2026
- Royal Bank Of Canada (Channel Islands) Limited $1.1B (57% of AUM) Jun 2025
- Comerica Bank Trust National Association $421M (21% of AUM) Jun 2025
- Royal Bank Of Canada Advisor Services $328M (16% of AUM) Jun 2025
- Bank Julius Baer & Co Ltd Guernsey Branch $193M (10% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗