Windsor Capital Management does not fit the mold of a single-service citizenship advisory. The London-based firm operates as a private client family office, layering residence and citizenship by investment (RCBI) planning into a broader advisory practice that spans banking, wealth structuring, oil and gas, and legacy planning.
That cross-disciplinary positioning is the firm’s differentiator. Clients who come to Windsor for a second passport often stay for the structuring, and those who arrive through the family office door frequently discover that RCBI solves a mobility problem they had not yet articulated.
Here is what you should know about IMI’s newest Official Partner:
About Windsor Capital Management
Windsor Capital Management is a London-based private client advisory firm built on a simple but enduring principle: Trust and long-term relationships are the foundation of everything.
Managing Director at Windsor Capital Management
Windsor operates as a family office services provider, offering clients a carefully curated range of solutions across multiple verticals, from banking and wealth structuring to oil and gas, and from family office advisory to citizenship and residency by investment.
It is a firm that understands the complexity of the modern high-net-worth client’s world and is structured to work through it alongside them.
What Windsor Capital Management does
At its core, Windsor provides the kind of considered, personalized advisory that clients in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) space increasingly demand. Citizenship and residency by investment is a central pillar of the Windsor proposition, helping clients and their families access second citizenship, European residency pathways, and the global mobility that comes with them.
This sits alongside broader wealth and family office services, so that investment migration is always approached as part of a client’s wider financial and personal strategy, not in isolation.
Windsor’s recent partnership with RYSE Asset Management on the RYSE Golden Opportunities Fund, a Portugal Golden Visa-eligible HealthTech venture fund, is a strong example of how Windsor bridges global mobility objectives with purposeful, impact-driven investment.
Who Windsor Capital Management works with
Windsor’s clients are HNW and UHNW individuals and families, predominantly with international footprints and cross-border needs. Windsor has developed a particular expertise in serving clients across Africa, a market where demand for global mobility solutions, second citizenship, and international wealth structuring has grown rapidly in recent years.
These are clients who require discretion, expertise, and a trusted partner who can coordinate across multiple disciplines of investment, residency, banking, and legacy planning, all under one roof.
Windsor also works alongside a network of professional intermediaries, including legal advisors, independent financial advisors, and family office practitioners, where collaboration serves the best interests of the end client.
Why Windsor Capital Management joined IMI
The IMI community represents exactly the kind of global, professional network that Windsor is built for. Joining IMI was a natural step, both to extend Windsor’s visibility within the citizenship and residency by investment profession, and to connect with the lawyers, advisors, fund managers, and intermediaries who serve the same international client base.
Windsor also sees IMI as a platform for sharing insight and perspectives on how investment migration is evolving.
How IMI professionals can engage with Windsor Capital Management
Windsor welcomes dialogue with fellow IMI members across all verticals. Whether you are a licensed agent seeking a trusted partner, a legal practitioner looking to refer clients requiring broader wealth and family office support, or a fellow advisory firm exploring strategic collaboration, Windsor is open to the conversation.
The firm’s approach is relational rather than transactional. If there is a shared interest in serving clients well, there is a basis for a meaningful professional relationship.
Windsor Capital Management’s family office DNA sets it apart in an RCBI market where most firms specialize in mobility alone. The firm’s multi-vertical advisory model, established Africa-market pipeline, and Portugal Golden Visa fund partnership with RYSE Asset Management position it to serve IMI professionals and their clients at the intersection of global mobility and holistic wealth planning.
You can find Windsor Capital Management’s IMI Official Partner profile here.
IMI Official Partners represent the profession’s leading organizations. Visit our IMI Official Partner page to register your interest.
