HNW Wealth Managers

Discretionary Portfolios

JAMES DE BROë-FERGUSON

INVESTEC

Headquartered in the UK and South Africa, Investec is a specialist banking and asset management group which provides a range of financial products and services to a client base in the UK and Europe, southern Africa and Asia-Pacific. Senior investment… Read More

Entrepreneurs

CHRIS BOON

CLOSE BROTHERS

Close Brothers remains on a roll: the firm recently poached seasoned wealth managers Hugh Adlington, Andrew Hess and Andrew Mackintosh-Walker from Rathbones. But the name Spear’s has long heard in glowing terms is that of Chris Boon, a pragmatic, no-nonsense… Read More

ROSS ELDER

LINCOLN PRIVATE INVESTMENT OFFICE

A perennial fixture of our HNW top ten, Ross Elder has swiftly acquired a reputation as a class act with a rare commitment to his clients, who are mainly UK-based entrepreneurs and financial professionals. ‘They are sophisticated, although not always… Read More

PETER GALE

C HOARE & CO

The dust has finally settled after the sale of the historic firm’s wealth management arm, freeing the popular Peter Gale (Spear’s 2017 Private Banker of the Year) and his team to focus on high-quality relationship banking and lending. ‘That means… Read More

Financial Clients

ROSS ELDER

LINCOLN PRIVATE INVESTMENT OFFICE

A perennial fixture of our HNW top ten, Ross Elder has swiftly acquired a reputation as a class act with a rare commitment to his clients, who are mainly UK-based entrepreneurs and financial professionals. ‘They are sophisticated, although not always… Read More

Financial Professionals

CHRIS BOON

CLOSE BROTHERS

Close Brothers remains on a roll: the firm recently poached seasoned wealth managers Hugh Adlington, Andrew Hess and Andrew Mackintosh-Walker from Rathbones. But the name Spear’s has long heard in glowing terms is that of Chris Boon, a pragmatic, no-nonsense… Read More

Spears 2019

HUGO AKERMAN

CHARLES STANLEY

Hugo Akerman has spent more than three decades working in the City, having arrived there in 1986 when consolidation post-Big Bang was really starting in earnest. He notes with interest the mood of consolidation continuing within the wealth management field…. 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

KARL AUERSPERG-BREUNNER

LOMBARD ODIER

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

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 Eighties in the German steel industry,… Read More

MO BALUCHI

QUILTER CHEVIOT

‘Many firms we regularly deal with have faced significant challenges since the great recession of 2008,’ says Mo Baluchi, executive director of Quilter Cheviot. ‘A tidal wave of regulatory change and a shift in sentiment towards transparency has come to… 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

HUGO BEDFORD

JM FINN

Hugo Bedford has 26 years of investment experience, being in private client management all his working life. He started out at James Capel, then HSBC, where he ran the HNW desk in the investment management division, before joining JM Finn… 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

CHRIS BOON

CLOSE BROTHERS

Close Brothers remains on a roll: the firm recently poached seasoned wealth managers Hugh Adlington, Andrew Hess and Andrew Mackintosh-Walker from Rathbones. But the name Spear’s has long heard in glowing terms is that of Chris Boon, a pragmatic, no-nonsense… Read More

ANNABEL BOSMAN

JULIUS BAER

Rapid expansion continues at Julius Baer. Openings in Glasgow, Manchester and Leeds have further fortified the firm’s northern footprint – pleasingly for Yorkshire-born Annabel Bosman. ‘It’s great that we’re thinking beyond the M25,’ she enthuses. ‘We recognise that wealth creation… Read More

CORDELIA BOWDERY

VERITAS

‘It was a bit of a baptism by fire – the financial crisis quickly unrolled,’ says investment manager Cordelia Bowdery, describing how her career started in 2007 with Killik & Co. Now at Veritas, she says she learnt ‘an awful… Read More

STEPHEN BROWNE

WAVERTON INVESTMENT MANAGEMENT

Stephen Browne is a director at Waverton’s award-winning investment managing house, which he says is ‘dedicated to creating high quality investment portfolios and providing a personal service’. The firm’s preference for directly invested global equities, a rarity in the investment management… 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

HARRY BURNHAM

JM FINN

A changing world poses serious questions for wealth managers in 2019. ‘Where are the real safe havens? That is the challenge right now,’ says Harry Burnham, investment director at JM Finn. ‘Very short-dated corporate debt is fine – there are… Read More

RUPERT CALDECOTT

RM CALDECOTT & PARTNERS

Rupert Caldecott is one of the world’s most experienced investment managers – and one of the few who predicted the 2008 crash. Formerly CIO of Dalton Strategic Partnership (DSP), he highlighted the threat that asset-backed securities posed, reducing exposure to… Read More

JAMES CAMPBELL-JOHNSTON

BREWIN DOLPHIN

‘I believe in the old investment principles,’ says Brewin Dolphin investment director James Campbell- Johnston. ‘You have high-quality, well-diversified assets, you hold them for the long term, and you have a very good understanding of everything you hold.’ One of… Read More

EDWARD CAMPBELL-JOHNSTON

SARASIN & PARTNERS

Edward Campbell-Johnston says there is never a typical client in his business, and investment structures vary from ‘plain vanilla’ accounts to Corporation of Lloyd’s portfolios, as well as various trusts set up to cater to the range of risk appetites… Read More

KATE CAPOCCI

SMITH & WILLIAMSON

For Kate Capocci, entering the world of wealth management was a no-brainer, not only for her fondness for numbers. She joined the industry as a credit analyst intern after graduating from St Andrews and sped through ‘a very fast learning… Read More

GEORGE CARBUTT

INVESTEC

‘[Last year] 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… Read More

TIM CHILDE

QUILTER CHEVIOT INVESTMENT MANAGEMENT

‘It has been quite the year for wealth management, paving the way for a strong 2018,’ says Tim Childe, head of International and Jersey office at Quilter Cheviot. ‘We are still in a bull market, and I believe markets should… Read More

ROSS CIESLA

VERITAS

‘We like bright people who enjoy helping each other grow and improve,’ says Ross Ciesla. The strategy has proved successful: Veritas now has £2.7 billion in AuM, rising from £1.8 billion in 2017. Ciesla says a good investment manager ‘cannot… Read More

CHRIS COLE

LOCKHART CAPITAL MANAGEMENT

A chartered financial planner, member of the UK Society of Investment Professionals and founding partner of Lockhart Capital Management, Chris Cole has a simple mantra: ‘Stay true to your word and strive to excel in everything that you do.’ Before… Read More

NANCY CURTIN

CLOSE BROTHERS

City veteran and 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 strategy as well as business… Read More

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

JAMES DE BROë-FERGUSON

INVESTEC

Headquartered in the UK and South Africa, Investec is a specialist banking and asset management group which provides a range of financial products and services to a client base in the UK and Europe, southern Africa and Asia-Pacific. Senior investment… Read More

PAUL DENMAN

ARBUTHNOT LATHAM

‘At Arbuthnot’s, we know our clients very well and there is a high level of client service here,’ says Paul Denman, head of the family office team at the private bank, which has been going since 1883. Denman has been… 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-Eighties and have seen plenty of excitement since then,’ he says. ‘No longer being the teenage scribbler does give… Read More

NICHOLAS DUDLEY-HAMMATT

HSBC PRIVATE BANK

Nicholas Dudley-Hammatt is well known for his empathy skills with clients. His career began on the graduate scheme at Deloitte, where he worked with large corporates, but he found his metier on HSBC Private Bank’s UHNW desk before making the… Read More

ROBIN EGGAR

BROOKS MACDONALD

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

ROSS ELDER

LINCOLN PRIVATE INVESTMENT OFFICE

A perennial fixture of our HNW top ten, Ross Elder has swiftly acquired a reputation as a class act with a rare commitment to his clients, who are mainly UK-based entrepreneurs and financial professionals. ‘They are sophisticated, although not always… Read More

MARIA-ELENA GATT FLORIDIA

HSBC PRIVATE BANK

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

PETER GALE

C HOARE & CO

The dust has finally settled after the sale of the historic firm’s wealth management arm, freeing the popular Peter Gale (Spear’s 2017 Private Banker of the Year) and his team to focus on high-quality relationship banking and lending. ‘That means… Read More

JAMES GLADSTONE

CAZENOVE CAPITAL

James Gladstone is celebrating a great 12 months, he tells Spear’s. ‘The business as a whole performed very strongly which led to more new clients trusting us with the responsibility of helping them manage their wealth.’ Cazenove Capital’s wealth management… Read More

JONATHAN GOLD

LONDON & CAPITAL

Jonathan Gold, now a director at London & Capital, having recently moved from RBC, spent much of 2018 focused on striking the right balance between institution and adviser. ‘[Clients] want to work with advisers who understand their emotional needs –… Read More

NICK GRANT

PSIGMA

Nick Grant’s initial application to work in finance didn’t go well. ‘I was told in my first interview, “I don’t want to waste my time training you up for two weeks, just for you to leave.”’ He reapplied, this time… Read More

BANDISH GUDKA

LGT VESTRA

Bandish Gudka has enjoyed yet another record year at LGT Vestra, having built his book from scratch to over £300 million since joining seven years ago. He’s picked up over £58 million in the past year alone. A partner of… Read More

SALMAN HAIDER

CITI PRIVATE BANK

Salman Haider, head of the UK consumer bank and international personal bank EMEA at Citi, has had an extremely impressive career. ‘I’m a bit of an accidental banker,’ he says. ‘I didn’t think I’d be a banker, but I thoroughly… Read More

NICK HENDER

HSBC PRIVATE BANK

Thirteen years in the private client investment world had made 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 a delight…. Read More

JEREMY HERVEY

CAZENOVE CAPITAL

Jeremy Hervey, deputy head of private wealth management at Cazenove, has been busy helping colleagues from C Hoare & Co settle in since Cazenove’s acquisition of the wealth management arm of the bank in 2017. ‘It has progressed well,’ he… 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

EMMA HORLER

SMITH & WILLIAMSON

‘Naturally client-facing, engaging, friendly and sporty,’ according to a colleague, Emma Horler is a partner at Smith & Williamson, having previously held the position of director of investment management. She specialises in fund management and managing discretionary portfolios for private… Read More

JAMES HORNIMAN

JAMES HAMBRO

A partner and portfolio manager at James Hambro since 2013, James Horniman has been in fund management for more than a quarter of a century. He explains that he applied for his first job in wealth management ‘because I hated… Read More

ROBERT HUGHES-PENNEY

RATHBONES

Robert Hughes-Penney’s education and military career have given him a broad knowledge of cultures, people and markets. It is perhaps this diversity which enables him to help such a wide range of clients. ‘Some are busy professionals, some are entrepreneurs,… Read More

CLEMENT HUTTON-MILLS

ROTHSCHILD WEALTH MANAGEMENT

‘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-return… Read More

JOHN JOPP

LGT VESTRA

‘We are a young, vibrant and entrepreneurial firm, and this makes it a fun and rewarding place to work,’ says LGT Vestra’s John Jopp. ‘It sounds clichéd, but we genuinely try to operate in a way that is in the… Read More

STEPHEN KATTOU

LINCOLN PRIVATE INVESTMENT OFFICE

‘I think the best private wealth managers genuinely care and empathise with their client,’ says Stephen Kattou. ‘It’s about being able to really put yourself in their shoes.’ Praised by clients for being ‘smart and hard-working, with his strong values… 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

JOHN LANGRISH

JAMES HAMBRO

James Hambro’s head of investments and portfolio management John Langrish celebrated 30 years in wealth management last 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 years…. 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

PENNEY LOVELL

SANLAM

Penny Lovell joined Sanlam in 2017 from Close Brothers, brought on board to build up the South African company’s HNW business for families in the UK. The biggest non-banking financial institution in Africa, Sanlam is listed on the Johannesburg stock… Read More

CHARLES MACKINNON

TILNEY

With last 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

It’s been three years since Société Générale’s merger of two historic British banks, Hambros and Kleinwort Benson. Michael Magnay, a director responsible for some of the UK’s most important HNWs, has his finger on the entrepreneurial pulse, as advising business… Read More

DAVID MALPAS

QUILTER CHEVIOT

David Malpas’s 30 years in wealth management make him an invaluable asset to Quilter Cheviot, one of the UK’s largest discretionary investment managers. A notable industry peer is impressed by Malpas’s skills in managing funds for a variety of individuals,… Read More

CHARLES MARMENT

CHARLES STANLEY

‘Ebullient and convivial’ according to an industry peer, Charles Marment has been at Charles Stanley his entire wealth management career. A multi-decorated major, he came to the firm after a distinguished career in the Honourable Artillery Company. Marment, who operates… Read More

QUENTIN MARSHALL

WEATHERBYS

Weatherbys has served the top owners in thoroughbred horse racing since the late 18th century. Head of private banking Quentin Marshall is vehemently against ‘trying to pick winners’. Instead he’s been focusing on transitioning clients who were invested with legacy… Read More

ALAN MARSHALL

COUTTS PRIVATE OFFICE

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

HARRY MCGOWAN

CAZENOVE CAPITAL

What’s the biggest challenge in the wealth management sector? Spear’s asks Harry McGowan, a star portfolio director at Cazenove, who answers: ‘Managing clients’ expectations in an ever-changing environment.’ It’s been an age-old issue, especially since the 2008 financial crash, which… Read More

ALAN & GINA MILLER

SCM DIRECT

Alan Miller has built a legendary reputation in investment management over 29 years: together with his wife Gina he has shaken up the industry. MiFID II, which came into force at the start of 2018, wouldn’t have happened without them…. Read More

NICK MILNE

HSBC PRIVATE BANK

HSBC Private Banking director Nick Milne utilises over 30 years’ experience in financial services to help his discerning clientele. There is no happier role for the passionate adviser, who enjoys guiding HNWs, who have exited their businesses successfully, through the… Read More

NEIL MOLES

PROGENY WEALTH

Neil Moles is the formidable founding partner of Progeny Wealth – and by his own admission he certainly hasn’t had a usual route into the profession. ‘I opted out of A-levels before volunteering at local branches of Skipton Building Society,’… Read More

CONOR O’BEIRNE

HSBC PRIVATE BANK

Formerly one of the star performers at Citi, where he managed private clients and a team of wealth managers, Conor O’Beirne has recently moved to HSBC Private Banking. He stresses the need for diversified investments now more than ever. ‘We’ve… Read More

ROBERT PAUL

LONDON & CAPITAL

‘It’s our best year ever,’ says Robert Paul, partner at London & Capital. There’s been an influx of US clients with a UK link owning global assets, who are approaching Paul’s team after struggling for help elsewhere. ‘A lot of… Read More

ALGERNON PERCY

WAVERTON INVESTMENT MANAGEMENT

‘We are an increasingly rare beast in our sector, in that we are still very enthusiastic about investing directly in global equities, as opposed to solely going through the medium of pooled funds,’ Algernon Percy says of Waverton’s investment style…. 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

MATTHEW PHILLIPS

THOMAS MILLER INVESTMENTS

‘Our aim is simple,’ says Matthew Phillips, managing director of Thomas Miller Investments. ‘We believe in building long-term relationships with clients where we can demonstrably add value through our advice and build their trust in us. This is obviously good… Read More

CHARLOTTE RANSOM

NETWEALTH

‘The wealth management industry is slowly being forced to introduce much-needed change,’ says Charlotte Ransom. ‘For too long it has relied on not having to be transparent in its charging.’ Ransom is out to change that. A Goldman Sachs banker… Read More

LEE ROBERTSON

OCTO MEMBERS GROUP

Lee Robertson, Spear’s HNW Asset Manager of the Year in 2015, founded Investment Quorum in 2000. Following 2018’s successful management buyout he decided to pursue other interests, and remains in close contact with his former firm. At Octo Members Group,… Read More

CHRISTOPHER ROSE

WAVERTON INVESTMENT MANAGEMENT

‘Always hale and hearty, an excellent frontman for Waverton, always out and about,’ says an industry colleague of Christopher Rose, who joined the St James’s-based firm in 1989, after six years at Lazard. Appointed head of private clients in 2013,… Read More

JONATHAN RUFFER

RUFFER LLP

‘In the investment world, you’re always a baby, you never know what happens next,’ says markets veteran and Spear’s 2016 Philanthropist of the Year, Jonathan Ruffer. Despite his knack for self-deprecation, the investment guru has a distinguished investment strategy which… Read More

EMMA RUTTER

RUFFER & CO

‘A lot has changed since I joined Ruffer in 2001, but luckily the heart of what we do hasn’t,’ says Emma Rutter. ‘Working somewhere where I believe in those I work with and in what we do is essential. I… Read More

NICK SANDERSON

CAZENOVE CAPITAL

Nick Sanderson is one of Cazenove Capital’s portfolio directors working within the private client team on a list increasingly dominated by entrepreneurs. Sanderson tells Spear’s that he is the go-to man for those seeking capital growth, but with less risk… Read More

CHARLES SANFORD

LGT VESTRA

‘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 of LGT Vestra, which he recently joined. He started out as an investment banker at Barclays… 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

SIMON SCOTT-WHITE

CHARLES STANLEY

Having significantly restructured the business model of Charles Stanley’s Oxford branch in the past year, with a greater focus on working more with financial planners and other intermediaries to offer clients a total solution, Simon Scott-White’s next challenge is to… 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

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

SOPHIE SPENCER (NéE 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 Spencer, who joined… Read More

JASON STATHER-LODGE

OCM WEALTH MANAGEMENT

Jason Stather-Lodge is the former military engineer who co-founded Northampton-based OCM Wealth Management Ltd with his wife Maggie in 2004. He ties many threads together for his clients using an award-winning investment process (which he calls ‘outcome based investing’) and… 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 – a… Read More

SANDY SWINTON

RBC WEALTH MANAGEMENT

‘Legendary private banker’ Sandy Swinton spent three decades at Barclays, weathering the financial crash and all that ensued. For him, the most important thing to get right is ‘listening over selling’. He believes that far too many service providers try… 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

LYN TOMLINSON

CAZENOVE CAPITAL

‘My focus is on facilitating the effective philanthropic ambitions of our clients,’ Cazenove Capital’s director of philanthropy and social investment Lyn Tomlinson tells Spear’s. She explains that her role has developed from a need to help guide UHNWs through the… Read More

JEREMY VAUGHAN

HAMPDEN & CO

A member of the founding team at Hampden & Co. Jeremy Vaughan leads the banking team at the ‘UK’s newest private bank’, which provides personal, professional banking services to HNW clients, their families and their business interests. They focus purely… Read More

DANIEL WEBB

HSBC PRIVATE BANK

Immaculate and with superb manners, Daniel Webb is a man who has found his passion: he joined Kleinwort Benson, had a spell at Coutts and then moved to HSBC where he has a reliably UHNW family client base. ‘It’s an… Read More

PETRONELLA WEST

INVESTMENT QUORUM

Following a successful management buyout, Petronella West is now CE0 of Investment Quorum. She tells Spear’s: ‘I’d first like to pay tribute to Lee Robertson [former CEO and co-founder of the company with West]. We are building on his legacy… Read More

CHARLES WHITE

MCINROY & WOOD

Simplicity and stability are the two key principles Charles White lives by in the investment world, and are what he says high-end clients want and need. Described as a ‘class act’, White has a straightforward philosophy: a combination of quality… Read More

PATRICK WILSON

CREDIT SUISSE

‘I was attracted to the idea of wealth management as it is all about relationship building,’ says Patrick Wilson. ‘The relationship that I have with my clients is what makes the role so enjoyable. My aim has always been to… Read More

FREDERICK WINDSOR

JP MORGAN

Frederick 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… Read More