UHNW Wealth Managers

Top Ten UHNW Wealth Managers

JIM BOULEY

JULIUS BAER

Arizona-born Jim Bouley is an industry sage. The lesson is to ‘never get complacent,’ he says. ‘Don’t underestimate the element of surprise, whether they’re markets, events or politics: there’s always something that impacts on the work we do every day.’… Read More

DINA DE ANGELO

PICTET WEALTH MANAGEMENT

Dina de Angelo has spent her entire career as a private banker, working with large families and family offices — substantial clients with complex, global requirements and a demand for seasoned service. She has been a director at Pictet since… Read More

WILLIAM DRAKE

OWL PRIVATE OFFICE

One of the most experienced hands in the industry, William Drake co-founded Lord North Street with Adam Wethered in 2000 before selling the business to Sandaire in 2014. The duo have teamed up again, this time joined by fellow City… Read More

CHARLIE HOFFMAN

HSBC PRIVATE BANKING

A peer observes: ‘Charlie Hoffman is unmatched at providing a personal service while leveraging a huge organisation.’ When Spear’s speaks to Hoffman, the totemic wealth manager is recuperating from a snapped Achilles tendon: ‘I do lots of dangerous sports, sky-diving… Read More

JEREMY KNOWLAND

CITI PRIVATE BANK

Jeremy Knowland’s first foray into wealth management came on his 14th birthday, when his father gave him a selection of share tipster sheets, hoping to educate him on the markets. He sank his savings into an Australian gold mining company:… Read More

AMIT KOTHA

RBC WEALTH MANAGEMENT

Few bankers enjoy the same trust and respect among the UK’s growing number of South-East Asian UHNW residents as Amit Kotha: this gives the Canadian bank a clear edge. Indeed, his books have seen ‘around 30 per cent’ growth in… Read More

GILES PASCOE

GOLDMAN SACHS

A first-choice private banker to UHNW entrepreneurs, City bigwigs and landed families, Giles Pascoe garners plenty of praise from peers. A co-chair of Goldman Sachs’ EMEA advisory council, he leads a formidable investment unit on Goldman’s private wealth management team… Read More

DANIEL PINTO

STANHOPE CAPITAL

‘Beyond our traditional wealth management business, Stanhope is also a club of like-minded co-investors who are often entrepreneurs themselves,’ says Stanhope CEO Daniel Pinto. ‘They bring more than money but also the intelligence, the network, the energy to actually re-engineer… Read More

CAMILLA STOWELL

COUTTS PRIVATE OFFICE

An industry veteran with more than 20 years’ experience, Camilla Stowell joined Coutts Private Office in 2007, having previously worked in client management roles at Lloyds Private Banking, Drummonds and Schroders Private Bank. She was appointed head of Coutts International… Read More

HELEN WATSON

ROTHSCHILD WEALTH MANAGEMENT

Since 2015, Helen Watson has been CEO of Rothschild Wealth Management UK, and it’s been a boom time for the firm. In 2016, under Watson’s stewardship, the UK wealth management business saw a £1.3 billion increase in AuM and a… Read More

Top Recommended UHNW Wealth Managers

JONATHAN BELL

STANHOPE CAPITAL

Jonathan Bell is droll about the life of a wealth manager. ‘The moments I remember most vividly are some of the investments when I lost money,’ the CIO says. Likewise, asked where the smart money is going in 2017, he… Read More

RODDY BOULTON

CREDIT SUISSE

For Roddy Boulton, the job of a private banker is more about ‘the ability to collaborate and partner with clients’ than it is about a ‘certain amount of performance over another bank over the course of a limited period of… Read More

RICHARD BRASS

BERENBERG

‘There is no time to reflect. Lots to do,’ says Richard Brass, Berenberg’s head of UK wealth and asset management. A qualified accountant with KPMG, Brass started his career in corporate finance, co-founding the European office of Compass Partners. He… Read More

MOUHAMMED CHOUKEIR

KLEINWORT HAMBROS

Kleinwort Hambros is the result of an ambitious merger and is using that momentum to push for a bigger wealth management offering. At the core of this sits CIO Mouhammed Choukeir, who says it’s the best time to drive forward… Read More

GILES CROWE

CITI PRIVATE BANK

‘My clients are typically UK or Irish residents who are selfmade, worldly and very wealthy individuals looking for sound and practical advice on managing their wealth,’ says Giles Crowe. A senior private banker at Citi since 2005, he focuses on… Read More

TIM EASTWOOD

UBS

‘In 15 years, UBS has moved from asset gatherer to investment manager,’ says Tim Eastwood. ‘But post-crisis we‘ve reinvented ourselves. We aim to deliver — helping clients to preserve and grow their wealth. Keeping clients rich, not making them rich.’… Read More

RUSTY ELVIDGE

CREDIT SUISSE

Rusty Elvidge is a leading figure at Credit Suisse, having been in its London UHNW private banking arm since it was formed in 2010. This followed a 15-year stint on the bank’s investment banking side, where he was co-head of… Read More

DOMINIC EPTON

ROTHSCHILD WEALTH MANAGEMENT

Dominic Epton began his career at law firm Ashurst before joining Rothschild’s investment banking arm. By 2011 he had moved across to the wealth management side. A recent highlight was winning (over) a new client with a shared vision of… Read More

JAMES FLEMING

SANDAIRE

A private banking veteran with over 30 years’ experience, James Fleming was appointed chief executive of Sandaire in September 2017. He was previously Arbuthnot Latham’s chief executive from 2012 to 2016, when he became the firm’s vice chairman and was… Read More

AASTHA GURBAX

J.P. MORGAN PRIVATE BANK

‘There’s a new breed of entrepreneurs looking for dynamism, flexibility and efficiency when it comes to wealth management,’ says J.P. Morgan’s newly risen star Aastha Gurbax. That’s why the private bank is set to spend around $9 billion in technology… Read More

ANDREW HESS

RATHBONE

Andrew Hess is in his 18th year at Rathbones, and has more than 25 years in the industry. He has built an impressive book of business at Rathbones, managing discretionary investment portfolios for private individuals, their pensions, trusts and charities,… Read More

NICK HORNBY

CERNO CAPITAL

Nick Hornby co-founded Cerno with CIO James Spence when the pair —who Hornby reckons have sat together in ‘at least 10,000’ meetings with fund managers — raised £25 million from friends and family in 2006-07. The duo were then approached… Read More

EDWARD LAWSON JOHNSTON

LJ GROUP

Edward Lawson Johnston co-founded LJ Partnership in 2009 as a small multi-family office to serve the needs of a select group of HNWs, their firms and charitable foundations.‘In response to the shifting regulatory, economic and political environment and the changing… Read More

REHMET KASSIM-LAKHA

J.P. MORGAN PRIVATE BANK

Rehmet Kassim-Lakha, managing director and head of UK private banking at J.P. Morgan, enjoys a highly impressive international client base rich with financial backgrounds. ‘Net worth is generally substantial,’ she says, ‘and I would say it’s anywhere between £30 million… Read More

PAUL KEARNEY

KLEINWORT HAMBROS

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

MATTHIAS LEHLEITER

BERENBERG

Rising star Matthias Lehleiter has worked in Berenberg’s Wealth and Asset Management team since the inception of its UK business seven years ago. Before joining Berenberg, he worked as an associate banker in the UHNW team at Barclays Wealth in… Read More

KATE LEPPARD

CAZENOVE CAPITAL

‘The level of integrity, transparency and professionalism in the industry has improved out of all recognition,’ says Kate Leppard, deputy head of wealth management at Cazenove, reflecting on how the wealth landscape has changed. She says the firm has always… Read More

DARREN MCDERMOTT

J.P. MORGAN PRIVATE BANK

‘Time is a precious commodity,’ says Darren McDermott — and particularly for UHNWs, who have spent an ‘eventful’ year on the markets preparing for a raft of possible scenarios. ‘A lot of our clients are business owners, and they’re busy,’… Read More

HELEN MCDONALD

UBS

Helen McDonald returned to UBS two years ago, having previously had long stints (mainly at Goldman Sachs) in equity sales and asset management. She sits in the bank’s charities business, providing investment advice to a range of philanthropic individuals and… Read More

SCOTT OLIPHANT

STONEHAGE FLEMING

As a standout partner within Stonehage Fleming, Scott Oliphant is responsible for a slew of the firm’s most important clients. The firm is proud to have one of the lowest client-to-manager ratios, complemented by fiduciary specialism and international expertise. ‘We… Read More

RUPERT PHELPS

SMITH & WILLIAMSON

‘A good wealth manager has a business model that is as aligned to the genuine interests of the clients as possible, removes as many conflicts as possible, and is absolutely mindful of whose capital it is,’ says Rupert Phelps, partner… Read More

KHALED SAïD

CAPITAL GENERATION PARTNERS

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

PATRICK SMILEY

SMITH & WILLIAMSON

‘We’re committed to growing in a steady way,’ says Patrick Smiley, partner and head of institutional at Smith & Williamson. ‘Too many mergers and acquisitions and the like create great instability in firms, both culturally and for clients and staff…. Read More

CARNEGIE SMYTH

SIGNIA WEALTH

‘We are very proud of the type of clients who choose to work with us,’ says Carnegie Smyth. ‘They are UHNWs, often incredibly successful entrepreneurs, and we learn a great deal from them.’ Smyth, CEO of Signia Wealth and formerly… Read More

IAIN TAIT

LONDON & CAPITAL

Following the Lehman Brothers collapse, Iain Tait was one of the first to notice a gap in the market: UHNWs wanted a family-officelike service without the cost and administrative burden associated with running a private advisory firm. In response, he… Read More

PETER THOMPSON

ST JAMES’S PLACE

Peter Thompson joined St James’s Place in 1992 (‘the 50th partner to join’). The business has since grown to become a FTSE 100 company with AuM of £79.8 billion. His focus is on holistic advice to clients with complex requirements,… Read More

JENNY TOZER

LGT VESTRA

Australian-born Jenny Tozer, an investment manager, with a focus on strategic asset allocation and portfolio construction, looks after a broad range of clients from entrepreneurs to large first, second and third generation families, advising UK resident domiciled and non-domiciled high… Read More

TIFFANY TROXEL

JULIUS BAER

Tiffany Troxel moved to Julius Baer following its acquisition of Merrill Lynch’s non-US wealth management division four years ago. A prodigy already blessed by an impressive history at Harvard, Goldman Sachs and UBS, Troxel continues to rank in the top… Read More

NATAšA WILLIAMS

LGT VESTRA

Before joining LGT Vestra in 2013, partner and head of the LGT Vestra private office Nastaša Williams spent nine years as a client adviser both at UBS and later at Deutsche Bank. Prior to wealth management, she worked as a… Read More

Recommended UHNW Wealth Managers

KIRSTY ACTON

KA ADVISERS

Working independently, Kirsty Acton’s workload is variable and exciting. ‘My clients require private equity investment opportunities, or are looking for financing, be it for funds or business,’ she says. A particular advantage is that ‘I can work for the best… Read More

ROBERT AGNEW

BARCLAYS PRIVATE BANK

Robert Agnew’s natural reservation lends itself well to his work: he’s developed a top client base at Barclays Private Bank, where he has worked for the last eight years. He modestly describes his work as ‘acting as the conductor of… Read More

SIMON ALLISTER

LGT VESTRA

 Currently head of wealth planning at LGT Vestra, Simon Allister joined the firm in February 2014 having previously held a similar position at HSBC Private Bank advising the banks largest clients on all areas of wealth planning and international wealth… Read More

IAN BARNARD

CAPITAL GENERATION PARTNERS

‘I love our industry,’ says Ian Barnard, one of three founding partners at independently owned boutique private investment office CapGen. ‘I enjoy being in the privileged position of helping to run a business. And I find meeting, talking to and… Read More

RODDY BUCHANAN

WHIRELAND

Performance in the past 12 months has been strong for WH Ireland, with the majority of client portfolios populating the top quartile of the ARC spectrum. The credit can first go to Roddy Buchanan, head of the wealth management arm,… Read More

JOHN BUTTERS

WEATHERBYS

John Butters of Weatherbys is certainly a wealth manager to know. After an expansive career ranging from teaching in China to hedge funds via the civil service and a Westminster think tank, he joined Weatherbys Private Bank in 2016. He… Read More

DAVID COBB

SMITH & WILLIAMSON

David Cobb, Smith & Williamson’s co-CEO , is always talking to clients: even more so when the markets are turbulent. ‘The outlook for the coming year is marked by a heightened sense of political and economic uncertainty,’ he says. ‘Our… Read More

ETIENNE D’ARENBERG

MIRABAUD

Etienne d’Arenberg cites two highlights in 2016: Brexit and Mirabaud’s new London branch, which opened weeks after the UK voted to leave the EU. ‘In fact, they had nothing to do with each other,’ he says, laughing. ‘The point is… Read More

AGNES DE GUZMAN

PICTET WEALTH MANAGEMENT

Agnes 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. She then returned… Read More

PEDRO DIAS FERREIRA

BARCLAYS PRIVATE BANK

When he arrived at Barclays Private Bank eight years ago from Credit Suisse, Pedro Dias Ferreira was the only Spanish and Portuguese speaker on the team. Modestly ascribing his own success to ‘being in the right place at the right… Read More

NEBOJSA DJORDJEVIC

JULIUS BAER

Some people are sportsmanlike achievers in the world of wealth management — and then there’s Nebojsa Djordjevic, who is a real sporting hero, having played tennis for Yugoslavia and Serbia. His illustrious career included a huge upset of the golden… Read More

PATRICK FLATON

AVIGNON CAPITAL

An investment expert with 20 years’ experience, Avignon Capital’s chief financial and operating officer Patrick Flaton enjoys a ‘strong’ focus on strategy — ‘but with the power to execute this from an operational level’. Responsible for performance at the boutique… Read More

RéMI FRANK

BNP PARIBAS

Rémi Frank joined the BNP Paribas group in 1987 as a trader, later becoming head of Asia FX options in Paris, Singapore, and then Tokyo in its investment bank. In those roles, Frank created and developed the French giant’s capital… Read More

DANIEL FREEDMAN

LONDON & CAPITAL

While many wealth managers may resent the volatility arising out of Brexit and the US elections, London & Capital’s co-founder Daniel Freedman is thankful for the shake-up in the markets. ‘The more volatile and uncertain, the better,’ he has told… Read More

NICK GREEN

COUTTS PRIVATE OFFICE

Clients want insight,’ says Nick Green, who joined Coutts from J.P. Morgan in 2004, rising swiftly to become a senior adviser before joining the private office. Many clients come to him after selling a business: ‘These people go from something… Read More

YARIV HAIM

SPARROWS CAPITAL

‘We’ve identified an informational gap,’ says Yariv Haim, referring to traditional investment assumptions. These rely heavily on active management — stock picking and market timing. The Israel born economics and MBA graduate and founder of Sparrows Capital offers UHNWs a… Read More

JACK HOLDSTOCK

PICTET WEALTH MANAGEMENT

‘I guess you can describe me as a conductor of the orchestra,’ says Jack Holdstock, who joined Barclays straight out of university, where he worked primarily in their Geneva office as a private banker before moving to Pictet Wealth Management… Read More

JAMES HUGHES

WHIRELAND

When asked what clients like best about the City headquartered investment firm WH Ireland, investment manager James Hughes says: ‘Everyone likes to say they’re bespoke, but we genuinely are — no two portfolios are ever exactly the same. If there’s… Read More

SOPHIE JEWSON

SARASIN & PARTNERS

‘A consistent highlight for me, and part of the reason I love my job so much, is having the chance to meet and build relationships with a really interesting mixture of potential clients and their advisers,’ says Sophie Jewson, who… Read More

ELENA LILEEVA

PICTET WEALTH MANAGEMENT

As UK head of Russia, CIS & Eastern Europe at Pictet Wealth Management, Elena Lileeva is a trusted adviser to some of the wealthiest people in London. While Russia is her biggest focus, clients hail from countries across the former… Read More

PERRY LITTLEBOY

COUTTS PRIVATE OFFICE

The past five years have been a ‘golden time’ for entrepreneurs, Perry Little boy says. ‘Today there’s an awful lot of capital around, and a lot of encouragement from government, a lot of favourable tax incentives for entrepreneurs.’ However, he… Read More

JAKOB MEIDAL

PICTET WEALTH MANAGEMENT

London-based private banker Meidal joined Pictet in September 2016 from Lombard Odier. He started out as an investment banker at Deutschebank but was drawn to wealth management because of ‘the longer term nature of the private client relationship. Getting to… Read More

NEIL MOLES

PROGENY WEALTH

Neil Moles joined Progeny Wealth back in 2004, and with 12 years in technical and advisory roles under his belt, led a management buyout in 2008 and became Managing Director. ‘What’s so unique about the firm,’ he says, ‘is that… Read More

JAMES MORRELL

ROTHSCHILD WEALTH MANAGEMENT

James Morrell, a managing director and client adviser at the family firm Rothschild, is very clear about the challenges the industry faces. ‘In the short-term Brexit is an obvious source of near-term uncertainty and complexity for our clients.’ And in… Read More

ERIC MOUNIER

AVIGNON CAPITAL

An entrepreneur and CEO with 28 years’ investment experience, Eric Mounier has good reason to be happy: ‘This has been the best year yet for Avignon Capital,’ he says. ‘We have been able to achieve fantastic returns for our investors.’… Read More

CHARLES HOARE NAIRNE

C. HOARE & CO

The financial crisis taught us that short-termism can be dangerous for investors. Few financial institutions can boast a longer horizon than Hoare’s, the UK’s oldest surviving independent bank. Charles Hoare Nairne is a member of the 11th generation of family… Read More

NANDU PATEL

ROTHSCHILD WEALTH MANAGEMENT

Nandu Patel is known for his charities work — making him very well placed at Rothschild Wealth Management, which boasts 80 charity clients. ‘Most of our charities are trying to achieve inflation plus three to four per cent per annum… Read More

GUY PATERSON

STANHOPE CAPITAL

‘It’s been one of those strange years where we are constantly exceeding our clients’ expectations,’ says Guy Paterson, describing the double digit returns his portfolios have yielded over the past 12 months. The slide in the value of sterling was… Read More

JAMES PETERSON

ROTHSCHILD WEALTH MANAGEMENT

When not working hard as a director of Rothschild Wealth Management, James Peterson is a keen sportsman and acting Chair of the Eastside Educational Trust. Off the field, he remains a team player in Rothschild’s £8 billion AuM UK private… Read More

CHRISTOPHER PINSENT

JULIUS BAER

An executive director at the world’s largest ‘pure play’ private bank, Christopher Pinsent has an important role working with some of the wealthiest families in Europe. Pinsent, who specialises in working with clients with a UK connection, is excited about… Read More

WILL PROGER

SARANAC PARTNERS

Whatever happened to all those Barclays executives of the Bob Diamond era? The answer is that several of them went on to set up Saranac. Will Proger joined up with the old gang again following a brief stint at Mirabaud…. Read More

MICHALIS RIKOS

EFG ASSET MANAGEMENT

The last year has been ‘very, very busy’, says EFG Asset Management portfolio manager Michalis Rikos, pointing to their AUM for evidence which has grown substantially in the past 12 months and now stands at £3bn. He’s not complaining though,… Read More

SOPHIE SAURINI

BARCLAYS PRIVATE BANK

‘With the enforcement of common reporting standards and new regulatory requirements, 2017 has been the year of suitability, transparency and partnerships,’ says Sophie Saurini, a director at Barclays Private Bank in Monaco. ‘Now more than ever, it is extremely important… Read More

ALEX SCOTT

SANDAIRE

The multi-family office, Sandaire, was established 21 years ago, built upon the foundations of the Scott’s family’s original business, Provincial Insurance. The original objective was to provide ‘the very best home for the proceeds of Provincial’s sale in 1996’. In… Read More

OLIVER SELWYN

BANQUE HAVILLAND

Oliver Selwyn describes Banque Havilland as ‘a family office with a banking licence’. It prides itself on being both ‘pragmatic’ and ‘flexible’, founded with the intention of being traditional and conservative. Because the founding Rowland family has its money in… Read More

RAQUEL SANTOS SILVA

PICTET WEALTH MANAGEMENT

Raquel Santos Silva started out as an investment banker, but was drawn to wealth management because it allowed her to combine her interest in financial markets with her desire to work with people. Portuguese-born, she has worked at Morgan Stanley… Read More

MARK SULLIVAN

STONEHAGE FLEMING

The current climate presents significant challenges today for wealth creators. Stonehage Fleming’s emphasis is firmly on succession planning — a niche service which could only exist on the back of the nous of such trusted advisers as Mark Sullivan. Sullivan,… Read More

KATHARINE TAYLOR

ROTHSCHILD WEALTH MANAGEMENT

The majority of Katharine Taylor’s clients are entrepreneurs — many of them in sports, media and entertainment. ‘They are looking for someone to protect the wealth they have worked so hard to build, and are not trying to create another… Read More

THEOPHANIS THEOPHANOUS

BARCLAYS PRIVATE BANK

With an impressive track record in the private client space and expertise across wealth structuring and investments, Theophanis Theophanous was an undoubted catch for Barclays Private Bank when he was recruited to the organisation back in 2011. ‘Having a background… Read More

CHARLOTTE THORNE

CAPITAL GENERATION PARTNERS

Charlotte Thorne is one of the founders of Capital Generation Partners. She worked at HM Treasury where she advised Conservative and Labour chancellors on corporation tax and pensions policy before working in the Diplomatic Service during the launch of the… Read More

TOM VERNON

SARASIN & PARTNERS

Tom Vernon offers discretionary management services to a broad range of private, charity and institutional clients, ranging in size from £500k to £250 million. He joined Sarasin & Partners in 2006 after completing a degree in Economics and Finance at… Read More

HILARY WAKEFIELD

EFG ASSET MANAGEMENT

Hilary Wakefield started at EFG in 1999, brought in to develop and broaden the foundations of EFGAM’s investment management approach. Having originally developed the stock picking programme, he went on to broaden this out to develop the asset allocation process…. Read More

ROGER WEATHERBY

WEATHERBYS

‘At Weatherbys Private Bank, every client is treated like a member of its extended family, which has guided the business through seven generations of prudent stewardship since 1770,’ says CEO Roger Weatherby. Catering to UHNWs and HNWs, the firm has… Read More

SIMEON WILLIAMS

ARENA WEALTH MANAGEMENT

Arena Wealth is a Nordic family office advising UHNW families on cross-border transactions, collection management, and estate planning. Simeon Williams oversees UK clients and transactions and assists Scandinavian clients in UK investment deals. It’s been a very successful year, with… Read More