Rodney Schwartz


The world is becoming more socially aware, and the public is increasingly interested in the values of organisations, says ClearlySo’s CEO Rodney Schwartz. His firm is all about creating a significant social impact via capital raised, an activity which has… Read More

Alex Macpherson

Octopus Ventures

Alex Macpherson sees a lot of buzz in European entrepreneurship at present, with ‘the best and brightest graduates’ choosing start-ups over traditional City roles. Once in the game, players are ‘shooting to create companies valued in the billions rather than… Read More

Bruce Macfarlane


‘This is a good time to sell,’ Bruce Macfarlane tells Spear’s. ‘Prices are high and buyers are sitting on a lot of cash. We have sold two companies in the last eight months.’ Macfarlane, a former US securities lawyer and… Read More

Jeff Kelisky


The early-stage investment platform, backed by star fund manager Neil Woodford and Andy Murray, recently welcomed new CEO Jeff Kelisky. ‘We have a track record of delivering many firsts to the market, and this is only the beginning,’ he says…. Read More

Sandy Loder

AH Loder Advisers

Sandy Loder leads AH Loder Advisers, a specialist global advisory firm which helps HNW and UHNW families manage their businesses and wealth by also advising on issues such as succession, divorce, litigation and conflict. Loder notes: ‘We’re now bringing into… Read More

Peter Leach


It’s been a highly successful year for Peter Leach, partner and global leader of family enterprise consulting at Deloitte. ‘I recently published my book [Family Enterprises: The Essentials] in Poland. The whole economy is first generation as they started in… Read More

Juliette Johnson

Juliette Johnson Consultancy

‘My job is very rewarding,’ says Juliette Johnson, head of the family consulting group at the boutique consultancy. The firm advises and supports wealthy families, and is particularly adept at multi-generational governance, managing wealth in all forms, both in relation… Read More

Rachel Harrington

Coutts Institute

‘It’s clear that families are very conscious of the challenges as well as the opportunities that wealth can bring,’ says Rachel Harrington, director at the Coutts Institute. Harrington, who joined the firm in 2011, helps to develop strategies for family… Read More

Mark Call


TIGER 21’s mission is to help members improve their investment acumen, tackle common issues of wealth preservation, manage family-related challenges, and to understand estate planning options, philanthropic endeavours, and legacy impact. The company is now North America’s leading network of… Read More