How does the advisor help clients – Key Takeaways:
Founded in 2004, WHITE SQUARE CAPITAL LLP is a leading financial advisory firm that offers a wide range of services to its clients. The firm specializes in providing wealth management and financial planning services to individuals, families, and businesses.
- Provides personalized financial advice tailored to each client’s unique goals and objectives
- Offers a comprehensive suite of financial services, including investment management, retirement planning, tax planning, and more
- Utilizes advanced technology and tools to ensure efficient and accurate financial advice
- Committed to maintaining a high level of transparency and communication with clients
Facts and Insights
As of 2021, WHITE SQUARE CAPITAL LLP has assets under management (AUM) totaling over $500 million. The firm is home to a team of 25 highly experienced and qualified advisors who hold various professional certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2004 | $500 million | 25 |
Financial Services Offered
- Wealth Management
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
Client Types
- Individuals
- Families
- Small Businesses
Fees & Compensation
WHITE SQUARE CAPITAL LLP primarily charges its clients a percentage of AUM as an annual fee. This fee is typically 1% of AUM, but may vary depending on the size and complexity of the client’s portfolio. The firm may also earn commissions on certain financial products, but always discloses these potential conflicts of interest to clients.
Background
The team at WHITE SQUARE CAPITAL LLP boasts a combined experience of over 100 years in the financial industry. The firm is led by a group of senior advisors who have worked at some of the most respected financial institutions in the world. This experience and expertise allows them to provide the highest quality financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, WHITE SQUARE CAPITAL LLP is required to disclose any potential conflicts of interest or legal or disciplinary events. Currently, the firm has no disclosures to report, demonstrating its commitment to maintaining the highest ethical standards in all its interactions with clients.