UHNW Wealth Managers

Top 10

JAMIE BLACK

SARASIN

With his own pension invested alongside his clients’ money Black has every reason to be candid. ‘On the markets front it’s been pretty difficult, it’s been two steps forward, three steps back.’ Nevertheless he says, relative performance has been good… Read More

ETIENNE D’ARENBERG

MIRABAUD

Etienne D’Arenberg exudes a calm confidence while talking about ‘agitated’ global markets. ‘Precise reporting’ is key at such times in order to keep clients informed of their investments, he says. Despite a challenging year, he is pleased to have stayed… Read More

CHARLIE HOFFMAN

HSBC PRIVATE BANK

Despite the news that HSBC Private Bank allegedly abetted tax avoidance through clients’ Swiss bank accounts, Hoffman is upbeat: ‘On the whole our clients have been extremely supportive. It’s business as usual.’ That business has been helped by an increase… Read More

NICHOLAS HORNBY

CERNO CAPITAL

Nicholas Hornby, Cerno Capital’s Managing Partner, caters for the whole wealth spectrum. The high number of referrals he receives has seen him work with a number of wealthy families and create a niche for divorcees as clients. However, it was… Read More

KATE LEPPARD

SCHRODERS/CAZENOVE

A very busy and exciting year!’ Cazenove’s deputy head of wealth management enthuses. ‘Markets have kept me on my toes, we’ve been able to make some, hopefully, smart investment decisions for clients which personally, made the EU referendum and short… Read More

PENNY LOVELL

CLOSE BROTHERS

It’s been another busy year for Close Brothers’ head of private client services following the recent acquisition of Eos Wealth Management, a chartered financial planning firm specialising in servicing high-net-worth clients, particularly in the media and sports industries. That may… Read More

DANIEL PINTO

STANHOPE CAPITAL

It’s been ‘a good year so far’, says Pinto, detailing the success of Stanhope’s newly launched private equity and real estate offerings. ‘This has come as a useful complement to our wealth management platform at a time when clients are… Read More

ADAM PROCTOR

CITI

Proctor, a Spear’s Future Leader in Wealth Management winner, was promoted to global market manager earlier this year, leading on Citi Private Bank’s cross-border business. The role sees him linking the firm’s international UHNW clients with private bankers in any… Read More

KHALED SAID

CAPITAL GENERATION PARTNERS

Having studied law at Oxford and history at Harvard, and with an MBA from INSEAD, Said is one of the best-qualified wealth managers in the country. But it’s his ability to understand his clients’ needs that sets him apart. Before… Read More

IAIN TAIT

LONDON & CAPITAL

Market volatility over the last year has seen a spike in the intensity of Tait’s client meetings. But the head of London & Capital’s private investment office has stayed firm: ‘We didn’t run for the hills and we didn’t sell… Read More

HELEN WATSON

ROTHSCHILD GROUP

Watson has enjoyed the challenges of her first full year as CEO of Rothschild Private Bank. ‘We’re still very focused on doing what we do well and not trying to be all things to all people,’ says the Spear’s Private… Read More

Top Recommended

JIM BOULEY

JULIUS BAER

More than 35 years spent in financial services have taught Bouley that a winning business is one that aligns with clients’ interests. ‘[It’s] when your client book starts to reflect your own point of view on markets — our book… Read More

DANIEL FREEDMAN

LONDON & CAPITAL

‘It’s been a record year,’ Freedman says. While many wealth managers may resent market volatility and the  implications of Brexit and the US elections, London & Capital’s co-founder thanks the stars for the turbulence. ‘The more volatile and uncertain, the… Read More

CHARLES HOARE NAIRNE

C HOARE & CO

If there is something the financial crisis has taught us, it is that short-termism can be dangerous for investors. And few financial institutions can boast a longer horizon than Hoare’s, the UK’s oldest surviving independent bank, managed by one family… Read More

THEO KIAKIDES

JULIUS BAER

Kiakides has been busy analysing the possible impact of Brexit, the US elections, and continuing QE. After all, it’s his ability to spot potential issues that marks him out from many of his peers, a contemporary says. The MD is… Read More

JEREMY KNOWLAND

CITI PRIVATE BANK

Jeremy Knowland’s first foray into wealth management came on his fourteenth birthday, when his father gave him a selection of share tipster sheets, hoping to give him an education on the markets. He sunk his savings into an Australian gold… Read More

AMIT KOTHA

RBC WEALTH MANAGEMENT

Kotha is one of RBC Wealth Management’s best assets in London. Few bankers enjoy the same trust and respect among the UK’s growing number of South Asian UHNW residents, giving the Canadian bank a clear advantage. Indeed, Kotha’s books have… Read More

DARREN MCDERMOTT

JP MORGAN

‘My golf game hasn’t got any better because I’ve been too busy with clients,’ says McDermott, who has been using a tough few months on the market to make sure those clients are in the best possible position. ‘It’s an… Read More

ROBERT MCINTYRE

BARCLAYS

The year so far has regularly brought up conversations about the rise of cyber-security concerns, regulation, and increased transparency in financial services. However, when clients voice similar concerns, McIntyre’s approach is straightforward and consistent: ‘I calibrate the significance of politics,… Read More

ALEX SCOTT

SANDAIRE

It’s been nearly two years since Sandaire merged with Lord North Street. The firm’s chairman is bullish on the results so far: ‘It’s not something that we feel can be carried out at a rush, but the result has been… Read More

THEOPHANIS THEOPHANOUS

BARCLAYS WEALTH

‘A role model to many, both inside and outside Barclays,’ says a peer about Theophanous, a man who spends a lot of his spare time mentoring young people at the start of their careers and keen to emulate his success… Read More

Recommended

EDWARD BONHAM CARTER

JUPITER

Bonham Carter oozes traditional charm. The fund manager who started his career at Schroders in October 1982, coincidentally towards the start of ‘one of the greatest bull markets of investment history’ shares his unwavering passion for commuting on his bicycle,… Read More

DAREEN ALLAWAY

UBS

Allaway’s career hasn’t always been as a private banker. Previously a professional basketball player in Spain, he joined Goldman Sachs in 1998 as a financial analyst. With UBS since 2001, he is now managing director and a founder member of… Read More

KARL AUERSPERG-BREUNNER

LOMBARD ODIER

After fifteen years at JP Morgan, Auersperg-Breunner decided it was time to explore new challenges, so in January he joined Lombard Odier, where he’s an executive vice-president of the group’s UHNW team. Since then, it’s been all about building his… Read More

IAN BRADY

DAVY

Brady had a great 2015, both in and away from Davy’s offices. In the office, the group changed its customer value proposition to an all-encompassing financial relationship instead of simply an investment relationship. ‘Clients really embraced our offering,’ he says…. Read More

RICHARD BRASS

BERENBERG

While other fund managers struggled with markets, Brass says 2015 was a ‘great year’ for Berenberg, with record profits and AuM rising by 11 per cent  to €40.1 billion. ‘This came as a result of Berenberg’s substantial investment in the quality… Read More

DAVID COBB

SMITH & WILLIAMSON

Cobb, Smith & Williamson’s co-CEO, is always talking to clients, especially during this rough patch of the markets. ‘We remain cautious about the short-term outlook for the UK economy due to persistently challenging economic and political conditions in the UK… Read More

GILES CROWE

CITI PRIVATE BANK

Crowe has been the director of Citi Private Bank for the past eleven years. Before that he had stints at some of the biggest names in the industry, including Barclays, Coutts and Merrill Lynch. He was brought in from Barclays… Read More

AGNES DE GUZMAN

PICTET

De Guzman has certainly led an international career — and that was before she walked through Pictet’s doors. She grew up  between the UK and Switzerland, before beginning  her studies in computer engineering in San Diego before returning to Switzerland… Read More

DINA DE ANGELO

PICTET

De Angelo, who loves her gardening, has proved a big incentive for flourishing Asian female tech entrepreneurs who plan to move to the UK. ‘They’re highly intelligent individuals who have built companies themselves, are very well supported by Beijing University… Read More

JOHN DERRICK

BARCLAYS

Derrick is a passionate man. If the managing director of Barclays Wealth UHNW family offices isn’t having his name plastered all over the DLR with Barclays’ support of Pride in London, he’s showing his musical passions by raising money for… Read More

PEDRO DIAS FERREIRA

BARCLAYS WEALTH

For Ferreria, who focuses on UHNWs in Brazil in Spain, it’s all about being able to speak their language — literally. ‘My main asset is definitely the cultural affinity that I have with most of my clients,’ he says. ‘Having… Read More

NEBOJSA DJORDJEVIC

JULIUS BAER

Some people are sporting achievers in the wealth management world — and then there’s Djordjevic, who played tennis for Yugoslavia and Serbia. His career included a huge upset of the golden boys of doubles, the Aussies Todd Woodbridge and Mark… Read More

RUSTY ELVIDGE

CREDIT SUISSE

Elvidge moved from the Swiss giant’s FX department in 2010 to become a hands on generalist managing fortunes worth over a quarter of a billion. ‘Clients want to invest in all types of assets, be it stocks, or bonds, alternatives… Read More

REMI FRANK

BNP PARIBAS

Frank, the head of wealth management at BNP Paribas, goes the extra mile for clients. ‘This year we had 30 billionaires come in for the French Open and I was talking to a Russian guy, who asked me for a… Read More

CHRIS FRENCH

GOLDMAN SACHS

French, who graduated from Durham, is head of private wealth management (PWM) for Europe, the Middle East and Africa. He is adaptable and well versed in the diverse needs of HNWs, considering he has clients hailing from all over the… Read More

JEREMY HERVEY

CAZENOVE CAPITAL MANAGEMENT

Hervey has had a busy year, both in Cazenove’s London offices and away from them. When not busy running a 27-person team and managing £400 million AuM personally, he’s been keeping an eye on his four children’s progress through school… Read More

ADRIAN JONES

COUTTS

Following five years in the Coutts Private Office in London responsible for entrepreneur and high-profile clients, notably sports professionals, Jones has moved to Coutts’ Jersey office to lead the banks UHNW proposition across the Crown Dependencies. ‘The advice provided and… Read More

PAUL KEARNEY

KLEINWORT BENSON

Private banking was a ‘natural evolution’ for Kearney, whose career includes stints in tax advisory, investment banking and work in a family office operation. He spots a common thread in all private client professions: ‘A combination of problem-solving and dealing… Read More

ANNAMARIA KOERLING

C HOARE & CO

Koerling, who has £2.1 billion AuM as C Hoare’s head of wealth management, says the ‘conservative’ decision to remain overweight in cash during the current markets has proved to be a good one. ‘Our customers have been less affected by turbulence… Read More

STEPHEN MASSEY

CANNACORD GENUITY

Since taking over as head of wealth management in 2013 Massey has continued to consolidate Canaccord’s good reputation in the sector. Those in the know credit his ‘strong leadership’ in conjunction with his front office man Duncan Stratford and CEO… Read More

JAKOB MEIDAL

LOMBARD ODIER

Life is all about the clock for Meidal at the moment. ‘My wife and I welcomed our second child, which has taught me new lessons about managing time,’ he says. Meidal is in charge of focusing on Lombard Odier’s UHNW… Read More

STAN MIRANDA

PARTNERS CAPITAL

Miranda is a partner at Partners Capital, an outsourced investment office managing an excess of $17 billion for ‘sophisticated’ UHNW families across Europe, North America and Asia. Previously a partner at private equity firm Bain and Company, he was selected… Read More

SCOTT OLIPHANT

STONEHAGE FLEMING FAMILY & PARTNERS

One of the biggest things in Oliphant’s 2015 was the fact that he’s now a partner in the newly merged Stonehage Fleming, having formerly been with Fleming Family & Partners. He was brought over from Barclays, where he was a… Read More

JAMES PETERSON

ROTHSCHILD

When he’s not working hard being a director of Rothschild Wealth Management, Peterson can be seen completing various half-marathons and getting on his bike. He scolds himself for not surpassing his personal best. ‘Maybe 2016 will be the year,’ he… Read More

FRANCIS ROSEMAN

CITI PRIVATE BANK

If you think you’ve had an interesting career, think of Roseman, who did several tours of Iraq and Afghanistan as a member of the army during his eight-year stint as a Royal Hussar, and who also worked for Heckler &… Read More

OLIVER SAIMAN

RBC WEALTH MANAGEMENT

Personable and charming, Saiman has a ‘deeply ingrained’ interest in ‘human interaction and how that can relate to clients’ major life decisions’. The director started off in the alternative investments team at Citi, before moving to the bank’s HNW private… Read More

SOPHIE SAURINI

BARCLAYS WEALTH

If you want to be inspired for a moment, listen to Saurini’s account of a meeting she had with a client last year. ‘I met with a client one day and I was proudly explaining my role to him,’ she… Read More

YASSI SOHRABI

JP MORGAN PRIVATE BANK

Sohrabi says private banking just seemed like the ‘natural path’ for the Geneva-born lass. ‘I love analysing the markets and building investment solutions for clients.’ 2016 has seen a ‘spike’ in client acquisitions, despite the volatile markets, low yields and… Read More

CHARLOTTE THORNE

CAPITAL GENERATION PARTNERS

‘With work and family to manage, the years are in danger of merging into one another in a blur,’ Thorne tells Spear’s. ‘In fact, I’ve made a bit of a resolution to build in more fun this year. I just… Read More

TIFFANY TROXEL

JULIUS BAER

‘Halfway through 2014, I had a baby girl,’ Troxel says. ‘I returned to work three months later. In early 2015, I quickly learned the challenges of working full-time and being a mother, but I have adapted and love being able… Read More

Rising Stars

JIM BARRETT

JULIUS BAER

‘My wife and I consider Jim and his delightful wife as friends,’ says one of Barrett’s clients, crediting his commitment to proactive wealth management. Barrett says this often keeps him out of the office, doing face-to-face meetings and pressing hands,… Read More

AASTHA GURBAX

JP MORGAN PRIVATE BANK

Working with new money and TMT (tech, media and telecoms) entrepreneurs who are ‘dynamic, decisive, hungry to learn, and very open to sharing’, Gurbax believes in business dialogues. There is currently a high demand for JP Morgan’s peer-to-peer brainstorming, where… Read More