‘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

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

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

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

‘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

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

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

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

‘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

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