UHNW Wealth Managers

Top 10

Amit Kotha

RBC Wealth Management

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

Charlie Hoffman

HSBC Private Bank

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

David Cobb

Smith & Williamson

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

David Poole

Citi

‘There needs to be a better understanding as to what wealth managers do,’ says Poole, Citi’s new head of strategic client segments for EMEA. ‘It’s not just about making the rich richer — if you put that down as a… Read More

Giovanni Revedin di San Martino

JP Morgan

When Revedin di San Martino joined JP Morgan’s London office, he was asked to build the American bank’s financial executive business from scratch, working for financially sophisticated clients, including investment bank CEOs, hedge fund managers and traders. He thinks the… Read More

Helen Watson

Rothschild Group

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

Kate Leppard

Schroders/Cazenove

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

Khaled Said

Capital Generation Partners

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

Penny Lovell

Close Brothers

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

Robert McIntyre

Barclays

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

Top Recommended

Adam Proctor

Citi

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

Adam Wereszczynski

RBC Wealth Management

Wereszczynski has had a good year. His revenues at RBC Wealth Management grew by ‘about 31 per cent’ and AuM by about 13 per cent, thanks to an uptick in investment activity and something of a boom in transactions. While… Read More

Agnes de Guzman

Pictet

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

Andreea Grob

Deutsche Bank

Having previously overseen Deutsche Bank’s Eastern European and Russian clients, Grob was brought in to head up the firm’s key UK clients in London in 2015. The economics graduate’s international experience complements a worldwide operation with €292 billion AuM and a… Read More

Anthony Burrell

Mirabaud

The Swiss bank has continued its expansion in London, says Burrell, to further its offering both to families and entrepreneurs who often represent ‘a good splattering of non-resident non-dom and resident non-dom’, with whom he sympathises for having fallen foul… Read More

Camilla Stowell

Coutts

Stowell originally wanted to work in marketing, but she signed up at Lloyds, following the early-Nineties recession. ‘They said: “We think you’d be really good in private banking,”’ she recalls. ‘I said, “I have no idea what that is but… Read More

Cedric Chaboud

Skylar

Chaboud is nothing if not ambitious. The former Citigroup corporate financier and Société Générale hedge fund manager has teamed up with former colleagues Alexis Gurdjian and Pierre Lussato to merge his Parisian SPGP firm with their London based Galaxis Capital… Read More

Charles Costa Duarte

Rothschild Wealth Management

When Rothschild decided to create a new client advisory team for its UK wealth management business, it recruited Costa Duarte; he has fourteen years’ experience working with ‘unbelievably interesting’ UHNWs and running a private equity firm. He believes his time… Read More

Charles Hoare Nairne

C Hoare & Co

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

Charlotte Thorne

Capital Generation Partners

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

Daniel Freedman

London & Capital

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

Daniel Pinto

Stanhope Capital

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

Darren Allaway

UBS

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

DARREN MCDERMOTT

JP Morgan

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

Dina de Angelo

Pictet

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

Edward Collins

Hanson Asset Management

Many new and interesting firms emerged from the aftermath of the financial crisis in 2008. The Hanson family office — as in industrial conglomerate Hanson plc — wanted its wealth not to be subject to the vicissitudes of big banks,… Read More

Edward Jewson

Waverton

Jewson’s journey began as a director at Carter Allen before he founded Jewson Associates, an investment consultancy working in the charity sector, in 1991. Stanhope Capital bought the firm in 2011, making him a partner and head of its charities… Read More

Elmar Wiederin

Kaiser Partner

Complexity is the thing most wealth managers seek to avoid; but not Wiederin. He prefers multiple jurisdictions and generations: ‘Cross-border is complicated, and complicated is good for us.’ It is the intellectual challenge as much as anything, one suspects, in… Read More

Etienne d’Arenberg

Mirabaud

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

Francis Roseman

Citi

There can be few better examples of the suitability of former soldiers for City roles than Roseman. Working with the array of cosmopolitan clients that populate the ultra space his international experience is invaluable. The spanish and Dari speaker has… Read More

Guy Monson

Sarasin

A conversation with Monson is both refreshing and compelling. There’s no time for cheap words — he goes straight to the meat of the global economy. ‘In managing key asset allocation decisions for our private clients,’ he says, ‘there are… Read More

Guy Monson

Sarasin

A conversation with Monson is both refreshing and compelling. There’s no time for cheap words — he goes straight to the meat of the global economy. ‘In managing key asset allocation decisions for our private clients,’ he says, ‘there are… Read More

GUY PATERSON

Stanhope Capital

Paterson talks to Spear’s straight from an investors’ meeting that he describes as ‘very positive: markets have been pretty supportive and our tactical positioning has put us probably between 1 and 1.5 per cent ahead of the ARC relative numbers… Read More

IAIN TAIT

London & Capital

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

Jamie Black

Sarasin

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

JENNY TOZER

Vestra Wealth

Tozer focuses on 30 large wealthy families, family offices and landed estates, often spanning multiple generations and with interests in several jurisdictions. She has a different set of skills from most wealth managers – with a background in management consulting… Read More

John Derrick

Barclays

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

John Langrish

James Hambro & Partners

‘Some of our peers are almost doing things below cost, just to attract new business,’ says Langrish. ‘We would say we’re not the cheapest, and we’re not the most expensive, but on a value-adjusted basis we are delivering. If you’re… Read More

Jonathan Bell

Stanhope Capital

A man with 25 years’ experience in fund management, asset allocation and manager selection, Bell seems omniscient when it comes to the economic ecosystem. ‘I do so enjoy it, everything about investment – and I always have. To the extent… Read More

Karen Clark

Sandaire Investment Office

Clark marks 25 years in the industry with a new venture, leaving Sandaire a year after its merger with Lord North Street. She speaks to Spear’s from California, where she’s doing field work, looking at opportunities for a stateside family… Read More

Matthew Haimes

Credit Suisse

Haimes started his financial career working in research in New York and Hong Kong, then came to London to focus on corporate banking at Deutsche Bank; he now heads Credit Suisse’s family office and institutional clients. Wealth management gives Haimes… Read More

Natasa Williams

Vestra Wealth

Williams joined Vestra Wealth in 2013 to set up the private office division, which has AuM of £400 million and features five core partners, who with staff, jointly make up a team of twelve. Clients are ‘increasingly sold products rather… Read More

Nebojsa Djordevic

Julius Baer

A former professional tennis player, Djordjevic appeared regularly in the Davis Cup during the 1990s, first for Yugoslavia and later for Serbia — unbeaten in doubles — and participated in the main draw of eleven grand slam events and Wimbledon… Read More

Nebojsa Djordjevic

Julius Baer

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

Neil Beaton

LJ Partnership

Beaton is the CIO of the whole LJ Group, which includes trust, fiduciary and family office services, as well running LJ Athene, the investment advisory arm. Thirty-three years in finance, he says, have equipped him well, after spells at Warburg,… Read More

Nicholas Hornby

Cerno Capital

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

Nick Grant

Psigma Investment Management

Following a business degree, and boutique financial work pairing funds with investors, Grant’s step into Psigma’s managed portfolio service seemed a natural move. ‘As a house, they have a strong investment process which has met its targets during the past… Read More

Patrick Smiley

Smith & Williamson

‘Investments are never easy,’ says Smiley, Smith & Williamson’s head of institutional fund management. ‘Lots of people talk about easy money being made, but in my experience there’s never any easy money made,’ he says. ‘There’s always quite hard-earned yards… Read More

Perry Littleboy

Coutts

Midway through Spear’s meeting with Littleboy, he jumps up, leaves the room and returns with a board game. ‘Pretend you’re an entrepreneur, just about to exit your company and you have no experience of the concept of wealth management,’ he… Read More

Rebecca Bettany

Lombard Odier

Bettany sees ‘agnostic’ strategies — which adjust automatically to market conditions — becoming more prevalent and working ‘quite well’ these days. She highlights Lombard Odier’s own daily-adjusted and risk-based range, called Vantage. ‘They produce a steady return. You don’t get… Read More

Richard Brass

Berenberg

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

Scott Oliphant

Stonehage Fleming Family & Partners

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

Stephen Rothwell

Kleinwort Benson

The head of private wealth management at Kleinwort Benson has spent his entire career looking after the assets of UHNW individuals and families. This taught him how important it is to pull together the right team for each client. ‘There… Read More

William Drake

Sandaire Investment Office

Drake, who co-founded Lord North Street with Adam Wethered in 2000, speaks of the ‘fascinating’ journey shared by that firm and Sandaire after merging last year — a closer merger than they perhaps first imagined. ‘When you compete with a… Read More

Rising Stars

Cordelia Bowdery

Rothschild Wealth Management

‘It was a bit of a baptism by fire — the financial crisis quickly unrolled,’ says Bowdery, describing how her career began in 2007 with Stockbroker Killik & Co. now at Rothschild, the approachable and engaging client adviser says she… Read More

Kirsty Acton

Capital Generation Partners

Acton isn’t interested in short-term investing. As a marathon runner, she is used to focusing on endurance rather than a sprint — a philosophy that suits capgen, the boutique firm she joined last year and where she serves multi-generational international… Read More

Nick Green

Coutts

‘When I first started, clients were very polite in asking: “How long have you been at Coutts?”, rather than “How old are you?”’ says Green. A decade on, he’s still aware that finance is a constant proving ground. ‘It’s always… Read More

Simon Allister

Vestra Wealth

‘There’s a Warren Buffett quote that’s quite pertinent to a lot of our clients: “I want to give my kids just enough so that they would feel that they could do anything, but not so much that they would feel… Read More

Sophie Jewson

Sarasin

Sophie Jewson   Jewson’s first job was as a professional chef, which she describes as ‘a remarkably useful experience for dealing with difficult people, multitasking and troubleshooting all sorts of potential disasters’. Eight years ago, she decided to move to… Read More