By London & Capital | 20 Sep, 2024
We are delighted to announce the appointment of Nicole Ralph as an Executive Director to our Private Wealth team.
Nicole brings over 20 years of experience working with HNW US expats and their families. As a dual US/UK citizen, she has dedicated her career to helping US connected global households, like her own, navigate the complexities of this as individuals, families, mixed nationality couples, and as beneficiaries of US trusts and inheritances.
Prior to joining London & Capital, Nicole held senior and leadership positions in the UK and US at both boutique wealth management and large multinational brokerage firms, all of which served global US families in different capacities.
In joining London & Capital, Nicole is excited to bring together holistic financial advice with a sophisticated range of multi-currency investment options to optimise and organise the increasingly complex needs of her clients.
Nicole graduated from the University of Wisconsin School of Business – Madison in 2016, where she earned an MBA and became a CERTIFIED FINANCIAL PLANNER® in 2011. She previously held the US Series 7 and 66 and currently holds the US Series 65.
In the UK, Nicole holds the Investment Advice Diploma (IAD) and is a Chartered MCSI with the Chartered Institute for Securities and Investment (CISI). She graduated with a BSc in Anthropology from the University of London – Goldsmiths.
Originally from Madison, Wisconsin, Nicole now lives in Hove with her husband and the youngest of her three children. Outside of work, Nicole enjoys travelling to visit family and exploring the capitals of Europe, learning Italian, reading, and yin yoga.
Robert Paul, Co-Head of Private Clients, said, ‘’We are absolutely delighted to have Nicole join the US Family Office at London & Capital. As we continue our crusade to be the pre-eminent firm supporting international American families with their wealth management, it is terrific that someone with Nicole’s experience in this market has bought into that vision.
Nicole’s experience as an American who has worked in both the US and the UK gives her a fantastic ability to relate to the families we are looking to help. This knowledge, combined with the market leading proposition the team have managed to create, is an exciting addition to our offering.”
Kristin Schaefer, Head of Relationship Management for the US Family Office at London & Capital, added, “We’re excited to have Nicole join our team. With her extensive experience spanning over two decades and a deep understanding of the unique challenges faced by cross-border American families, Nicole brings a valuable perspective. Her background, having worked in both the US and UK, strengthens our ability to offer personalised solutions, and we look forward to the positive impact she will undoubtedly make as we continue enhancing our services for international American clients.”
“London and Capital Group works with HNW and UHNW individuals to provide an integrated wealth management solution which includes financial planning, tailored investment management and multi-currency reporting.
With offices in London and Barcelona and a dedicated team who specialise in ex-pat Americans, they are positioned to provide a truly borderless wealth management solution.”
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