HNW Wealth Managers

Top Ten HNW Wealth Managers

JAMIE BLACK

SARASIN

Jamie Black is a wealth manager prepared to stand by his portfolios. ‘My pension is almost entirely invested in Sarasin core funds,’ he told Spear’s. It’s an example the rest of the management team follows, while partners and staff collectively… Read More

CHRIS BOON

CLOSE BROTHERS

It’s been another good year for Chris Boon, a pragmatic managing director at Close Brothers HNW Bespoke division. ‘Market behaviour since the Brexit referendum has been positive, and this has been beneficial to our clients and the business,’ he says…. Read More

ROSS ELDER

LINCOLN PRIVATE INVESTMENT OFFICE

Ross Elder, says a peer, is ‘a recognised leader within the wealth community, having successfully launched Lincoln Private Investment Office and built up a loyal following due to its excellent reputation’. The team at Lincoln invest their own money alongside… Read More

BANDISH GUDKA

LGT VESTRA

Bandish Gudka has enjoyed another record year at LGT Vestra, having built his book from scratch to nearly £300 million since joining six years ago. He’s picked up £60 million in the past year alone – the highest growth in… Read More

JEREMY HERVEY

CAZENOVE CAPITAL

‘If you have a wide spread of interests, a career in wealth management works very well,’ says Jeremy Hervey. He started out in 1993, attracted by the relationship aspect of the work, as well as an interest in markets and… Read More

ALAN & GINA MILLER

SCM DIRECT

Alan and Gina Miller have been shaking things up since long before Gina hit the headlines with her legal battle against Brexit. After the 2008 financial crisis, the couple saw the need for a ‘radically’ different approach to wealth management,… Read More

LEE ROBERTSON

INVESTMENT QUORUM

A very good start to the year,’ Lee Robertson says. The former Spear’s Wealth Manager of the Year has recently picked up another UK wealth management chief executive of the year award in Hong Kong, and he doesn’t hide his… Read More

JONATHAN RUFFER

RUFFER LLP

‘In the investment world, you’re always a baby, you never know what happens next,’ says markets veteran Jonathan Ruffer. In spite of a knack for self-deprecation, the investment guru has a distinguished investment strategy which can only be the product… Read More

CHARLES WHITE

MCINROY & WOOD

Charles White is particularly focused on preservation of capital and aims not to succumb to ‘external pressures’ from shareholders. It’s the main benefit of being a boutique, he says: ‘We’re not driven to grow for growth’s sake. If we go… Read More

PATRICK WILSON

CREDIT SUISSE

Patrick Wilson’s route into wealth management was unusual: his first calling was as a teacher and author. But when not wading through WWII history, Wilson became increasingly attracted to financial markets and the world of private clients. A stint at… Read More

Top Recommended HNW Wealth Managers

ALICE D’ESPARBES

UBS

‘Our dedicated client research is of exceptional quality and covers all areas of the market,’ says Alice d’Esparbes, adviser at UBS. She has witnessed a trend in banks recognising ‘millennials’ and female clients as ‘key influencers’ in wealth creation. The… Read More

VIKRAM ANAND

RBC WEALTH MANAGEMENT

vikram anand has a 15-year relationship with the global south asian diaspora — something that is helping to establish rbc’s presence as a first choice in an area where other banks are still scrambling for market share. he points to… Read More

CLARE ANDERSON

CAZENOVE CAPITAL

Clare Anderson joined Cazenove three days after graduation ‘to earn money and go travelling’ — 20 years and an impressive succession of promotions later, she finally managed to take a sabbatical. Wealth management can be addictive: Anderson returned after three… Read More

ANNABEL BOSMAN

JULIUS BAER

Former Deutsche banker Annabel Bosman now heads a team of 20 at Julius Baer, a success story in an era of ‘rapid expansion’ for the private bank. She observes, though, that the regulatory landscape is unduly complex: ‘Many clients now… Read More

CORDELIA BOWDERY

VERITAS

‘Everyone does their research,’ says Cordelia Bowdery, ‘but what I think is interesting here is that, when generating investment ideas, we really cast the net incredibly wide.’ She points to Veritas’s ‘simple but intellectually interesting’ investment process — one that… Read More

ROSS CIESLA

VERITAS

‘We actively sit down and attack our current investment cases on companies,’ says partner and investment manager Ross Ciesla. He explains that it’s good practice to find out ‘what would have to go wrong for clients to lose money in… Read More

NANCY CURTIN

CLOSE BROTHERS

A City veteran with over 20 years’ experience, CIO Nancy Curtin oversees Close Brothers’ 65-strong investment team. Charged with building direct and multi-manager investment solutions for private clients, she is also head of its ‘HNW Bespoke’ division, responsible for driving… Read More

PETER GALE

C. HOARE & CO

The HNW population might be booming, but that hasn’t stopped a fierce battle for market share among London’s wealth managers, ‘Banks have clearly targeted this as a revenue generator,’ says Peter Gale. ‘We welcome the healthy competition.’ Gale wears three… Read More

JONATHAN GOLD

RBC WEALTH MANAGEMENT

Jonathan Gold, a director at RBC Wealth Management, has spent much of the past year focused on striking the right balance between institution and adviser. ‘[Clients] want to work with advisers who really understand their emotional needs — how you… Read More

JAMES HORNIMAN

JAMES HAMBRO

‘Being a wealth manager is a bit like being a psychiatrist with money,’ says James Horniman, a partner and portfolio manager at James Hambro since 2013. An old hand, he has been in fund management for a quarter of a… Read More

JOHN LANGRISH

JAMES HAMBRO

James Hambro’s head of investments and portfolio management John Langrish is celebrating 30 years in wealth management this year. ‘I’ve been around the clock a few times,’ he says. ‘I’ve woken up at 5:30 every morning for the last 30… Read More

ALAN MARSHALL

COUTTS

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… Read More

DOMINIC PEYTON

KLEINWORT HAMBROS

Dominic Peyton came to Kleinwort Hambros in 2011 with niche experience acting for high-earning solicitors and barristers at Coutts. It was a conscious move by the then SG Hambros in response to rising demand for highly successful City lawyers seeking… Read More

CHARLES SANFORD

CREDIT SUISSE

‘Like a conductor in an orchestra, I can’t play all the instruments, but without me it just doesn’t work,’ says the dynamic Charles Sanford, a director at Credit Suisse who has been with the firm for a decade. He started… Read More

TATYANA SAVCHUK

CITI

Head of sales for Central and Eastern Europe, Tatyana Savchuk is one of the key figures for Citi’s International Personal Bank. She began as a relationship manager on the Russian desk, and owes her position to her great skill at… Read More

JAMES SELLON

MASECO

James Sellon, Spear’s HNW Wealth Manager of the Year 2016, has carved out an important niche in servicing UK-US non-domiciled clients. Maseco, which has 533 households with $1.2 billion under management across nine wealth managers, was formed out of the… Read More

BEN STERN

LINCOLN PRIVATE INVESTMENT OFFICE

Ben Stern’s transition from senior roles at Barclays’ ‘blue chip’ wealth management arm to LPIO’s boutique offering is a reflection of a wider story: the rise of wealth management boutiques. Boutiques without external shareholders are becoming popular, he says —… Read More

ANNA WILSON

ADAM & CO

‘It sounds a bit like Theresa May but we look for stronger, stable companies to own for the long term,’ says Anna Wilson, explaining her approach to choosing equities for clients. ‘And we’re still able to find [companies with compounding… Read More

Recommended HNW Wealth Managers

JAMES DE BROë-FERGUSON

INVESTEC

James de Broë-Ferguson, senior investment director at Investec Wealth & Investment, remains resolute. The returns made in 2016-17 would make it sound like a number of investment home runs had been scored: but he admits it was far from easy,… Read More

MARIA-ELENA GATT FLORIDIA

HSBC PRIVATE BANKING

Maria-Elena Gatt Floridia, the private banker who has told Spear’s she ‘started from nothing’, is moving by leaps and bounds in the private client world. Not only has her AuM grown substantially, but the global nature of her UK clients’… Read More

CONOR O’BEIRNE

CITI

One of Citi’s star performers, Conor O’Beirne sits on the global giant’s Citigold team, where he manages private clients and a team of wealth managers.He stresses the need for diversified investments now more than ever. ‘We’ve had a lot of… Read More

SIMON SCOTT-WHITE

CHARLES STANLEY

2016/2017 was another record year for Charles Stanley’s Oxford branch, with FUMA up 43.4 per cent to £368.8 million and revenue up 51.6 per cent to £2.88 million. The structure of the branch’s business model has changed significantly in the… Read More

KARL AUERSPERG-BREUNNER

The newly elected executive vice-president at Lombard Odier, Karl Auersperg-Breunner, spent the past year engaging with his discerning UHNW clientele of ‘increasingly diverse’ backgrounds, from multi-generational family businesses to newly acquired wealth. He now oversees a team managing more than… Read More

HUGO AKERMAN

CHARLES STANLEY

Hugo Akerman has just passed his 30th year anniversary of working in the City, having started in 1986 when consolidation post Big Bang started in earnest. He notes with interest the mood of consolidation continuing within the wealth management field…. Read More

TIM BAILEY

CAZENOVE CAPITAL

Tim Bailey, portfolio director at Cazenove Capital, ‘networks hard’ with key market players, speaks French and German and manages a book in the hundreds of millions. His background is varied, having spent the early 1980s in the German steel industry,… Read More

MO BALUCHI

QUILTER CHEVIOT INVESTMENT MANAGEMENT

‘People will always appreciate and value the human touch,’ Mo Baluchi, Executive Director of Quilter Cheviot, tells Spear’s. Despite digital technology rapidly rising in financial services globally, he believes clients’ fundamental needs remain the same. ‘I’ve found that people’s priorities… Read More

NICOLA BARBER

JAMES HAMBRO

Nicola Barber, who joined James Hambro in 2012, explains to Spear’s that plans are in place to double the bank’s AuM in the next three to four years. ‘It comes down to the belief that you can offer a boutique… Read More

FREDDY BARKER

CHARLES STANLEY

The personable Freddy Barker is one of the standout figures at Charles Stanley, which has £24 billion of funds under management in 25 offices. Barker, who joined the firm in 2013 and was instrumental in the Royal Mail IPO, is… Read More

CLAIRE BENNISON

BROOKS MACDONALD

Claire Bennison heads up Brooks Macdonald’s services and products team, which looks at the client proposition and how to enhance current and future products and services, to improve client outcomes. This is in addition to managing her existing clients, who… Read More

JADE BENTWOOD

LONDON & CAPITAL

It’s been a hectic but rewarding 18 months for Jade Bentwood, London & Capital’s associate director. She looks after a range of Investor Visa clients as well as heading up its newly launched Women’s Private Office. The expansion is organic,… Read More

ROSIE BULLARD

JAMES HAMBRO

Rosie Bullard is a wealth manager for the post-Lehman age — she wishes to reinstate personal service in a world where clients haven’t always understood what they are investing in. Transparency and liquidity are particular emphases, and James Hambro has… Read More

RUPERT CALDECOTT

RM CALDECOTT & PARTNERS

Rupert Caldecott is one of the most experienced investment managers on the scene, and one of the few who predicted the 2008 crash. Formerly of Dalton Strategic Partnership (DSP) where he was CIO, he highlighted the threat that asset-backed securities… Read More

GEORGE CARBUTT

INVESTEC

‘2016 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,’ George Carbutt tells Spear’s. The divisional director at Investec Wealth… Read More

ANDREW BUTLER-CASSAR

INVESTEC

Investec’s past as a family business ensures it has a host of global entrepreneurial clients while retaining its sense of tradition. Private office head Andrew Butler-Cassar, who started his career in 1993 as an investment manager at Lloyds Private Banking,… Read More

TIM CHILDE

QUILTER CHEVIOT

Tim Childe, Head of International and Jersey Office at Quilter Cheviot, has seen a recent surge in enquiries from the Middle East’s expat community in Dubai (where his company maintain a DIFC Representative Office): a result of his leadership in… Read More

PAUL DENMAN

ARBUTHNOT LATHAM

‘At Arbuthnot’s, we know our clients very well,’ says Paul Denman, the head of the family office team at the private bank, which has been going since 1883. ‘People came to us dissatisfied with existing providers.’ Denman’s long career includes… Read More

PAUL DERRIEN

CANACCORD GENUITY

When it comes to future turbulent markets, Canaccord investment director Paul Derrien remains relaxed. ‘I began my personal investing in the mid 1980s and have seen plenty of excitement since then,’ he says. ‘No longer being the teenage scribbler does… Read More

ROBIN EGGAR

BROOKS MACDONALD

The past 12 months have been busy for Brooks Macdonald, with overall AuM passing the £10bn mark, giving Robin Eggar and his team plenty of scope to use their expertise on both continuing and new client mandates. As Head of… Read More

NICK FLETCHER

LONDON WALL PARTNERS

Nick Fletcher, founder and senior partner (CEO) of London Wall Partners, is refreshing in his embrace of his responsibilities. Winning and retaining clients and staff profitably is the fundamental essence of his role by delivering on the vision of building… Read More

STUART FOWLER

LONDON WALL PARTNERS

A professional investment adviser with more than three decades’ experience, Stuart Fowler, investment director at London Wall Partners, is clear when asked what about his industry needs to change: ‘Managers should be encouraging clients not to focus on the short… Read More

NICK HENDER

HSBC PRIVATE BANKING

Thirteen years in the private client investment world has made the Devon-born senior relationship manager Nick Hender yearn for more client contact: which is why his move from a more managerial role at Barclays to HSBC’s relationship management department was… Read More

FRED HERVEY

LINCOLN PRIVATE INVESTMENT OFFICE

Fred Hervey is a co-founder and the chief investment officer of Lincoln. His two decades in the wealth management world began at the British stockbroker James Capel, which led to him advising clients and running a team at Barclays Wealth…. Read More

JOHN JOPP

LGT VESTRA

‘The attraction for setting this place up was that we wouldn’t be an organisation setting up our own product,’ says John Jopp. ‘By not having your own product, you’re sourcing the best solutions.’. The broader perspective encompasses a family’s entire… Read More

MIHIR KAPADIA

SUN GLOBAL INVESTMENTS

CEO and director Mihir Kapadia founded Sun Global Investments in 2008, which specialises in emerging markets investments for HNWs and UHNWs. Kapadia and his team have significant expertise in the Indian, BRIC and MINT markets, identifying innovative opportunities for clients… Read More

CHRIS KENNY

SMITH & WILLIAMSON

‘As a firm we believe that continuing to put the client’s needs first breeds success’, says Chris Kenny, Smith & Williamson investment management partner. ‘We are privileged to have a supportive and diverse client base. In the current environment we… Read More

SARAH KIRBY

BREWIN DOLPHIN

The past 12 months have been supported by ‘very strong markets which have defied a lot of people’s expectations’, says Brewin Dolphin’s Sarah Kirby. ‘The important thing is to look behind those headlines and take the emotion out of investing,’… Read More

ELINE LOFGREN

TILNEY

Based in Tilney’s Glasgow office, investment manager Eline Lofgren has been delivering chunky returns for Tilney’s (formerly Tilney Bestinvest before its rebrand in 2017) clients since 2013. Working primarily with trusts, charities and HNWs, the Norwegian joined the company from… Read More

DAVID LOVELL

LONDON WALL PARTNERS

An experienced adviser to trusts, individuals and their families on ‘all aspects’ of financial, estate planning and investment needs, David Lovell specialises in tax-optimisation and structuring for portfolios, pensions, and life assurance for estate planning. The partner and Chartered Financial… Read More

DUNCAN MACINTYRE

LOMBARD ODIER

‘This is not a B2B business, this is a human to human business,’ says Lombard Odier’s CEO Duncan MacIntyre. He is speaking about the interpersonal nature of his role with clients, who entrust him not only with their wealth, but… Read More

CHARLES MACKINNON

TILNEY

With this year seeing the final integration of Thurleigh into the Tilney Group, investment director Charles MacKinnon says it has been an easy transition for clients as ‘the investment process at Tilney is very similar to Thurleigh’. MacKinnon’s clients are… Read More

MICHAEL MAGNAY

KLEINWORT HAMBROS

Michael 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 Hambros’s… Read More

NICK MILNE

HSBC PRIVATE BANKING

When asked about a recent highlight, HSBC Private Banking director Nick Milne takes us back to the end of 2016. ‘I was sitting in our Oxford office on Christmas Eve and by 11.30 am I had three calls from three… Read More

CHARLIE MORRIS

NEWSCAPE CAPITAL

Charlie Morris is the chief investment officer at Newscape Capital Group, an investment boutique based on Jermyn Street in London. ‘My specialisms are asset allocation with stock selection, but I have also been a long term commentator on gold and… Read More

ROBERT PAUL

LONDON & CAPITAL

Robert Paul, the engaging executive director at London & Capital, notes that the allocation of globally dispersed assets used to fall on the shoulders of international families themselves. But there’s been a shift, he says: with reforms making that task… Read More

MATTHEW SHARP

PSIGMA

Matthew Sharp joined Psigma from HSBC in 2002 and manages a variety of investment mandates, implementing inflation-based asset allocation solutions. His mind and body alike are equipped to face the ‘volatile’ market: with a punishing mountain biking regime, Psigma’s MD… Read More

MARK SHERWOOD

BORDIER & CIE

Mark Sherwood doesn’t keep his clients in the dark. Indeed, the equine enthusiast — who has more than 30 years’ investment experience and joined the Swiss firm in 2009 — believes an ‘honest approach’ is lacking in the industry as… Read More

ARUN SHETTY

GAM

Promoted to portfolio director in March 2017 after ten years at GAM, Arun Shetty looks after clients from HNWs to trusts and pension funds, managing a book just shy of $400 million. Shetty, a member of the Chartered Institute for… Read More

JASON STATHER-LODGE

OCM WEALTH MANAGEMENT

Jason Stather-Lodge, as the founder and CEO of OCM Wealth Management, is passionate and driven as regards to his firm’s culture and keeping the focus always on the clients. The firm has traded for nearly 14 years and Stather-Lodge has… Read More

JANE SYDENHAM

RATHBONES

One of the most memorable moments of Jane Sydenham’s career was, without a doubt, ‘surviving the financial crisis’. ‘It was the most tremendous learning experience,’ she says. ‘It’s recalibrated my sense of what matters and where the rules lie.’ Today… Read More

HARRY THORBURN

MIRABAUD

Harry Thorburn, the 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 solutions’ to clients. ‘We are continuing to see a good level of interest… Read More

PETRONELLA WEST

INVESTMENT QUORUM

A pianist herself, Investment Quorum’s director of private clients Petronella West compares her role to the conductor of an orchestra. ‘You don’t necessarily need to know how to play the first violin, the trombone, the percussion, but you do need… Read More

ROBERT WILLSDON

JULIUS BAER

If there’s one way to describe Robert 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 for looking after a number of film stars who… Read More

FREDERICK WINDSOR

J.P. MORGAN PRIVATE BANK

Frederick Windsor’s six-year stint at J.P. 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… Read More

Wealth Managers Rising Stars

AMY O’SULLIVAN

CAZENOVE CAPITAL

‘If a customer asks about their portfolio performance, I give them comprehensive detail at an accessible level according to their knowledge and experience,’ says Amy O’Sullivan. The friendly portfolio director had a brief spell in marketing before advising on mergers… Read More

RUTH MCGAFFIN

LONDON WALL PARTNERS

A veritable rising star of the financial advisory world, associate at London Wall Partners Ruth McGaffin enjoys her ‘broad’ advisory role — one that involves providing ‘complex and highly personalised advice on both financial planning and investment management, in the… Read More

CLEMENT HUTTON-MILLS

Despite the challenges that Brexit will bring, the UK is well positioned to thrive from a wealth management perspective,’ says Clement Hutton-Mills. This optimistic note is tempered with a certain caution, however. ‘In what is likely to be a lower… Read More

NICK SANDERSON

CAZENOVE CAPITAL

Nick Sanderson, a portfolio director in Cazenove’s dynamic global private client team, specialises in working with entrepreneurial clients worldwide, as well as helping them grow their business. The adviser has a degree in politics from Durham University, and has passed… Read More