Falco Private Wealth

Overview

Falco Private Wealth Limited is an active private limited company incorporated in the United Kingdom on 21 November 2017 under company number 11073543.³ The company is authorised and regulated by the Financial Conduct Authority under reference number 802016.¹² Its registered office is in Rochford, Essex.³ Falco Group’s main trading address is in London, and the group also lists an office at Dubai International Financial Centre in the United Arab Emirates.²⁴

Falco Private Wealth Limited was formerly named Falco Private Office Limited from 21 November 2017 to 29 July 2022.³ Falco Group states that Falco Private Wealth Limited and Falco Capital Limited are wholly owned by Falco Group.²

History

Falco’s website says its business origins date to 2000, when Jonathan Lamb built a client base of City professionals investing mainly in alternative assets.⁵ Lamb established an independent advisory business in 2008.⁵ Falco Capital was established in 2012, followed by Falco Private Wealth in 2018.⁵ The group’s platform page describes Falco as independently owned and founded in 2012.⁶

Falco Group states that it has more than £1 billion of client assets under administration.⁵

Timeline

1. 2000Falco’s website says its business origins date to 2000, when Jonathan Lamb built a client base of City professionals investing mainly in alternative assets.
2. 2008Lamb established an independent advisory business in 2008.
3. 2012Falco Capital was established in 2012, followed by Falco Private Wealth in 2018.
4. 2017Falco Private Wealth Limited is an active private limited company incorporated in the United Kingdom on 21 November 2017 under company number 11073543.

Leadership

Jonathan Lamb is Joint Managing Director. His responsibilities include advising clients and families on wealth planning, investment and succession needs, as well as capital raising and investor relations for Falco Capital.⁵ He holds a degree in Economics and Public Policy and a DipPFS in Regulated Financial Planning.⁵

Richard Anderson is Joint Managing Director. He has more than 35 years of experience in finance, real estate and private equity.⁵ He trained as a Chartered Accountant with Arthur Andersen and previously worked in structured finance at County NatWest and Lazard.⁵ He joined Falco in 2017 and is responsible for originating and structuring real estate and private equity deals and running transaction management teams.⁵

Lee Thistlethwaite is Non Executive Chairman of FPW. He previously held senior corporate and private banking roles at JP Morgan.⁵ His stated responsibilities include overall strategy, annual business plans, business risk reporting and financial reporting.⁵

Bill O’Neill is Director and Investment Committee Member of FPW and heads the FPW Investment Committee.⁵ He previously served as Chief Investment Officer for Merrill Lynch Wealth Management in London and as head of the UK Investment Office at UBS Wealth Management from 2013 to 2016.⁵ His UBS role included responsibility for £10 billion of funds under management.⁵

Gary Dugan is an FPW Investment Committee Member with more than 35 years of experience in senior roles at JPMorgan, Barclays and Merrill Lynch.⁵ Stefan Wagner is an FPW Investment Committee Member who previously established Citigroup’s European exotic options trading desk and later ran its EMEA structured products business.⁵

Marianne Harkness is Associate Director overseeing wealth operations, including fundraising, client onboarding and client servicing.⁵ Henry Willis is Investment Director specialising in originating, analysing and structuring private market investments.⁵

Services

Falco Private Wealth offers asset allocation advice supported by its investment committee’s analysis of investment strategies and asset allocation.⁷ Its cash management services include cash flow planning, liquidity monitoring and, where required, acting under power of attorney for payment and investment execution.⁷

The firm conducts due diligence on investment opportunities presented by a family and formulates recommendations from its analysis.⁷ Its holistic advice includes personalised investment advice and financial planning for family members, with education sessions where appropriate.⁷

The firm lists advice on wills, gifting, charities, trusts, Family Investment Companies and pension planning.⁷ Monthly reviews cover performance monitoring, benchmarking and fee reconciliation across the whole estate.⁷

What the firm offers

• Financial planning
• Cross-border planning

Client focus

Falco describes its investment access as spanning public and private investments, alongside a family office advisory service.⁵ Its private wealth service addresses families and includes wealth planning, succession needs, family member planning and education.⁵⁷

Investment philosophy and approach

The firm says it helps clients navigate complexity, preserve wealth across generations and identify new opportunities.⁷ Its investment process includes investment committee analysis of strategies and asset allocation, together with due diligence on opportunities presented by a family.⁷

FAQs

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Sources

1. FCA FOI annex , accessed 23 October 2026.
2. Falco Group Terms of Use , accessed 23 October 2026.
3. Companies House record , accessed 23 October 2026.
4. Falco Group Contact , accessed 23 October 2026.
5. Falco Group About , accessed 23 October 2026.
6. Falco Group Platform , accessed 23 October 2026.
7. Falco Private Wealth , accessed 23 October 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.