HNW Wealth Managers

Top 10

ALAN & GINA MILLER

SCM DIRECT

When the Millers founded SCM Direct, they probably had little idea quite how much they would stir up the market. Frustrated with the industry’s lack of transparency, they spearheaded the True and Fair Campaign in 2012, to force wealth managers… Read More

NICOLA BARBER

JAMES HAMBRO & PARTNERS

After almost three decades in wealth management, Barber has built up a formidable track record. She started at Rothschild as an equity analyst before eventually heading up the bank’s private wealth UK equities division. From Rothschild she joined Barings Wealth… Read More

ROSS ELDER

LINCOLN PRIVATE INVESTMENT OFFICE

‘We’re here to look after UK-based financial professionals and entrepreneurs and do it in a structure where the only shareholders are the client and the team,’ says Elder of the private investment office he founded with fellow ex-Barclays man Fred… Read More

BANDISH GUDKA

VESTRA WEALTH

A worldly wealth manager sought out by name, Gudka has enjoyed a record year at the firm where he just made partner, having built his book from scratch to close to £250 million since joining in 2011. He’s not afraid… Read More

JAMES HORNIMAN

JAMES HAMBRO & PARTNERS

As Horniman has previously told Spear’s, the best part of his job is ‘holding clients’ hands’ through very difficult times. ‘The markets are choppy, we have been climbing a wall of worry: the higher up you go, the more you… Read More

CHRIS KENNY

SMITH & WILLIAMSON

The Goldilocks principle is relevant in wealth management services, where being a large firm or a niche firm does not matter as much as maintaining just the right size. ‘It’s a real problem,’ says Kenny. With the costs of ‘being… Read More

CHARLES MACKINNON

INGENIOUS ASSET MANAGEMENT

Erudite and insightful as ever, the Chelsea Flower Show medal winner has a gimlet eye on a volatile market. ‘It’s not the race our clients want us to run,’ says MacKinnon, highlighting the difference between preservation and equity speculation. ‘The… Read More

LEE ROBERTSON

INVESTMENT QUORUM

Robertson says the key to the success of the firm he founded fifteen years ago is engagement with clients. ‘Talk to them continually, update them with what’s going on [and] never hide anything from them.’ The Spear’s wealth manager of… Read More

JONATHAN RUFFER

RUFFER

This year was the first in 22 that Ruffer failed to make money for clients and as always he is refreshingly honest about it saying ‘we couldn’t care less about beating the indices, but we do care about not making… Read More

PETRONELLA WEST

INVESTMENT QUORUM

Robertson says the key to the success of the firm he founded fifteen years ago is engagement with clients. ‘Talk to them continually, update them with what’s going on [and] never hide anything from them.’ The Spear’s wealth manager of… Read More

Top Recommended

VIKRAM ANAND

RBC WEALTH MANAGEMENT

Anand has a fourteen-year relationship with the global South Asian diaspora, helping to establish RBC’s presence as a first choice where other banks are still clambering for market share. ‘A lot of the game is patience, building rapport and winning… Read More

CHRIS BOON

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

ANNABEL BOSMAN

JULIUS BAER

Bosman is one of the three senior figures who exited Deutsche Bank after last November to join Julius Baer’s relationship management team. The relocation has been both ‘exciting and challenging’, she says: ‘The due diligence required to ensure that clients… Read More

JAMES CAMPBELL- JOHNSTON

BREWIN DOLPHIN

Campbell-Johnston says he’s paid to do the worrying for clients. Presumably, that’s why they’ve stuck with him for so long — not just through the recent downturn, but also the dotcom bubble before that. ‘Clients who have had investment portfolios… Read More

CHARLES FERRY

BREWIN DOLPHIN

Brewin Dolphin’s co-head of private clients works with HNWs from various sectors and backgrounds. An advocate of financial planning, Ferry uses an integrated approach to wealth management to find the right solutions for clients. He started his career in corporate… Read More

PETER GALE

C HOARE & CO

Gale is pleased to see that his initiative to support successful entrepreneurs is bearing fruit. ‘I’m very excited,’ the senior private banker previously told Spear’s. Nearly four years in, it’s now paying dividends: entrepreneurs and their senior advisers ‘are often… Read More

JONATHAN GOLD

RBC WEALTH MANAGEMENT

Gold is clear on the challenges for the wealth management industry — and what clients really want out of it: to find ‘something that’s differentiated… that’s not about returns: are they better or are they worse. Really, what you need… Read More

RORY MACEWEN

GAM

Recent market volatility gave MacEwen an opportunity to catch up with clients. ‘They appreciate being kept informed on how portfolios are performing and understand asset allocation decisions,’  says MacEwen. ‘We keep client contact high where appropriate, and our active approach… Read More

ROBERT PAUL

LONDON & CAPITAL

‘Americans are inherently interested in financial markets as they are brought up on them, more so than British people,’ says Paul of his transatlantic client base. He says he enjoys the detailed conversations he has with non-resident Americans liable to… Read More

ALGERNON PERCY

WAVERTON

Percy has had big plans for Waverton. The St James’s Square firm — which changed its name from JO Hambro Investment Management in early 2014 — continues to expand its focus. ‘While private clients continue to make up the core… Read More

JANE SYDENHAM

RATHBONES

‘Despite all its challenges, this is still one of the most varied and interesting professions to work in,’ says Sydenham. Most recently those challenges have been ‘a lack of clear market or high-level policy direction,’ but that hasn’t prevented her… Read More

HARRY THORBURN

MIRABAUD

Thorburn joined the Grosvenor Place firm in a joint move with William Proger last year. The co-head of Mirabaud’s UK private wealth management business is pleased with the asset growth so far as a result of the ‘high-quality services and… Read More

CHARLES WHITE

MCINROY & WOOD

‘Simplicity is an attraction in what we do,’ says White, explaining how clients from all walks of life can understand McInroy & Wood’s approach. ‘We invest in quality companies and focus on cash generation.’ The same principles are applied in stock-picking: ‘It’s nothing… Read More

FREDERICK WINDSOR

JP MORGAN PRIVATE BANKING

Windsor’s six-year stint at JP Morgan Private Bank’s LA office, advising celebrities in the entertainment world, was his most memorable experience. Early days in a film financing firm meant he had a grounding of knowledge of their industry when he… Read More

Recommended

HUGO AKERMAN

CHARLES STANLEY

The happiest events for Hugo Akerman haven’t been in the stock markets — they’ve been with the family. ‘We celebrated two big occasions this year: my daughter turning 21 and my wife and I celebrating 25 years of happy marriage,’… Read More

TIM BAILEY

C HOARE & CO

In markets such as today’s, clients need everyone from a manager to a therapist to keep them calm. Bailey is one of these, thanks to the fact that he started work before the 1987 crash. ‘I think it is this… Read More

CLAIRE BENNISON

BROOKS MACDONALD

At the moment, Bennison is in training for the triathlon of triathlons: the Arch to Arc challenge. It’s an 87-mile run, a swim of the English Channel, and a 181-mile bike ride, from Marble Arch in London to the Arc de… Read More

ROSIE BULLARD

JAMES HAMBRO & PARTNERS

After being recognised as a rising star in the industry in 2014, Bullard is now on the Spear’s 500 HNW managers list. Within her portfolio of clients (worth £220 million), she’s noticed an influx of women clients, ranging from successful… Read More

RUPERT CALDECOTT

DALTON STRATEGIC PARTNERSHIP

‘I have no particularly good reason for coming into wealth management in the first place,’ jokes the statesman-like Caldecott. He joined the City in 1974 working for Schroders for 28 years as a banker, a broker and a wealth manager,… Read More

GEORGE CARBUTT

INVESTEC

‘2015 was a year of hard work for very little gain — all rather frustrating — and required a steady hand in the face of significant market turbulence and headwinds,’ Carbutt tells Spear’s. ‘2016 has continued in a very similar… Read More

ROSS CIESLA

VERITAS

Ciesla was always suspicious of the fantastic start of this bull market. ‘We referred to this early phase as a “Lance Armstrong” market, as performance was suspiciously strong and you knew it couldn’t last. Sure enough, as QE stimulus has… Read More

JAMES DE BROE-FERGUSON

INVESTEC

For a former marine insurance broker, it is all-important to know about keeping a ship steady. And De Broë-Ferguson, senior investment director at Investec, has had to do just that with clients in rocky markets. ‘2015 has been one of… Read More

PAUL DERRIEN

CANNACORD GENUITY

Paul Derrien loves to keep fit, running track and doing long and high jumps for Jersey at six Island Games. But the 20-year wealth management veteran also likes to keep up to speed in his role as an investment director… Read More

ROBIN EGGAR

BROOKS MACDONALD

Eggar had some big moves on his mind in 2015: one into a ‘new house and life outside of London’, and his firm’s move from Park Street to Marylebone. The head of Brooks Macdonald’s UK investment team knows that it’s… Read More

MARIA ELENA GATT FLORIDIA

HSBC

The private banker who ‘started from nothing’ when she joined HSBC Private is now thriving, managing a book of over $300 million. Despite the industry being plagued by political turmoil, Brexit uncertainty and a low-yield environment, she is chuffed that… Read More

MARK HASSETT

RBC WEALTH MANAGEMENT

Hassett describes 2016 as ‘very challenging and enjoyable’, as he credits his team of wealth managers who have worked relentlessly to achieve ‘very strong’ results. ‘Our relationship managers were referred to as the Olympic flame, because it never went out,’… Read More

FRED HERVEY

LINCOLN PRIVATE INVESTMENT OFFICE

From James Capel’s futures and options operation (now acquired by HSBC), to advising HNWs at Barclays and then building Berenberg’s private bank from scratch, Hervey has spent almost two decades in the wealth management world, much of it alongside Ross… Read More

ROSS JENNINGS

RBC WEALTH MANAGEMENT

Having started his career in investment management, Jennings decided to jump to the private client wealth management landscape in order to gain insight into ‘broader wealth’. ‘The more tools you have in the toolbox, the better,’ he says. The Oxford-educated… Read More

NEIL JONES

HARGREAVE HALE

One of the highlights of Jones’s 2015 was a summer trip to Champagne and Burgundy: ‘We were lucky enough to spend time exploring the local vineyards and sampling their produce.’ The only things the markets have been fermenting are hope… Read More

JOHN JOPP

VESTRA WEALTH

Jopp is a car enthusiast — although his two daughters seem to have other ideas: ‘Hopefully, I’ll be able to fit in the odd track day and a few trips to Goodwood for various car events over the summer, although… Read More

MIHIR KAPADIA

SUN GLOBAL INVESTMENTS

Kapadia started Sun Global Investments in 2008, and things have been going rather well. Not only did he get to ring the bell at the London Stock Exchange last year to celebrate the firm’s launch of the world’s first Indian… Read More

ELINE LOFGREN

TILNEY BESTINVEST

It’s been a busy year for Lofgren, investment manager at Tilney (formerly Tilney Bestinvest before its rebrand). The company, backed by private equity giant Permira, bought rival Ingenious Asset Management and went on to buy rival Towry for £600 million… Read More

DUNCAN MACINTYRE

LOMBARD ODIER

After over a decade at Coutts, MacIntrye joined Lombard Odier at the start of 2016 to oversee the Swiss giant’s UK expansion. It’s a challenge he’s clearly revelling in, and with a mandate to hire he’s ‘feeling very bullish about… Read More

MICHAEL MAGNAY

KLEINWORT BENSON

Magnay has a mantra for this turbulent market: ‘Volatility comes and goes, corporations wax and wane, crises rear their ugly heads, but if one constructs prudently managed portfolios all storms can be weathered.’ The executive director of Kleinwort Benson’s private… Read More

CHRISTOPHER PINSENT

JULIUS BAER

An executive private client director at the world’s largest ‘pure play’ private bank, Pinsent has an important role working with some of the wealthiest families Europe. And clients are becoming more nuanced as UHNWs become ‘more sophisticated’, he says. However,… Read More

WILL PROGER

MIRABAUD

An avid golfer and convert to the John Daly school of fashion, Proger is clearly a lover of the outdoors. He’s also a committee member of the Flyfisher’s Club in London (a gentlemen’s club focusing on fishing fanatics of all… Read More

SHEHREEN QUAYYUM

RBC WEALTH MANAGEMENT

Sanguine and calm, Quayyum says what separates the great from the good in the wealth management industry is an ability to ‘add value’ to clients: ‘They want to know that they are being well looked after, receiving sound advice and… Read More

SIMON SCOTT-WHITE

CHARLES STANLEY

One of the highlights of 2015 wasn’t in the office for Scott-White — it was in the Alps with his ten-year-old children. ‘Watching their faces as we drove up into the Alps, realising they’d never seen proper snow before, was… Read More

JAMES SELLON

MASECO PRIVATE WEALTH

‘To be honest, 2015/16 was a year when all hands were on the pump,’ says Sellon, Maseco’s managing partner. That included launching wealth planning services ‘to help those individuals who do not meet the asset levels for our private wealth… Read More

MATTHEW SHARP

PSIGMA

Sharp is on tenterhooks — and not because of the markets. His third child could arrive at any minute when we speak. ‘I’m on alert now,’ he says. ‘The fun could start at any time.’ While all this is happening,… Read More

MARK SHERWOOD

BORDER & CIE

Sherwood is passionate about horse racing and horses, and owns two of them. ‘I hope to have my first runner at Royal Ascot,’ Sherwood maintains. Unfortunately, Spear’s was not furnished with a tip. But with the more serious business of… Read More

SIMON TUCK

WEATHERBYS

Previously at C Hoare & Co, Tuck joined Weatherbys in 2010 to help establish their wealth management and planning offering as the bank sought to expand beyond its racing heritage. He says clients appreciate the Weatherby family’s emphasis on service… Read More

HILARY WAKEFIELD

EFG ASSET MANAGEMENT

‘Gold is back after a five-year bear market,’ proclaims EFG’s head of portfolio management, adding that there is the possibility of negative interest rates on the horizon as global growth fails to gain traction. ‘We’re in a lower-return environment,’ Wakefield… Read More

ROBERT WILSDON

JULIUS BAER

If there’s one way to describe Willsdon, it’s ‘hugely busy’. He’s got three young children, loves his skiing, and in the summers can be seen playing cricket. He’s also known in the banking market as ‘banker to the luvvies’, looking… Read More

PATRICK WILSON

CREDIT SUISSE

A history teacher for eight years, Wilson sought to manage futures in a different way when he joined Credit Suisse in 2006. ‘I was attracted to the idea of wealth management as it’s about relationship building. The clients I onboarded… Read More

Rising Stars

FREDDY BARKER

CHARLES STANLEY

Barker (who previously worked for this magazine) crossed the pinstripe divide in 2013 to join Charles Stanley, where he was instrumental in the Royal Mail IPO. It was a baptism of fire given that the firm runs £20 billion, but… Read More

JON GOULD

PSIGMA

Gould’s mathematical precision and traditional stock-picking skills serve him well when valuing UK multicapital equities of FTSE 100 and AIM companies. His vision is somewhat Ockhamesque: ‘You’ve got to cut through the noise and short-term scare stories and come down… Read More