Alan Marshall deeply understands the nuances of the banking and wealth management world across three financial centres, from Threadneedle Street to Paris and Geneva. The most important quality in a wealth manager for him is ‘getting into the DNA of why clients want to invest.’ Some in the wealth management landscape, he says, still don’t get the gist of service at the private client level: ‘I think that some of our competitors don’t know their clients very well — that surprises me. People lead complex lives and they need efficiency behind that — we deliver that here at the bank.’ It’s that dedication and attention to detail that set the bank apart. ‘We offer excellent customer service,’ Marshall tells Spear’s.
HNW Wealth Managers