Nataša Williams

LGT Vestra

Before joining LGT Vestra in 2013, partner and head of the LGT Vestra private office Nastaša Williams spent nine years as a client adviser both at UBS and later at Deutsche Bank. Prior to wealth management, she worked as a… Read More

Jenny Tozer

LGT Vestra

Australian-born Jenny Tozer, an investment manager, with a focus on strategic asset allocation and portfolio construction, looks after a broad range of clients from entrepreneurs to large first, second and third generation families, advising UK resident domiciled and non-domiciled high… Read More

Tiffany Troxel

Julius Baer

Tiffany Troxel moved to Julius Baer following its acquisition of Merrill Lynch’s non-US wealth management division four years ago. A prodigy already blessed by an impressive history at Harvard, Goldman Sachs and UBS, Troxel continues to rank in the top… Read More

Iain Tait

London & Capital

Following the Lehman Brothers collapse, Iain Tait was one of the first to notice a gap in the market: UHNWs wanted a family-officelike service without the cost and administrative burden associated with running a private advisory firm. In response, he… Read More

Peter Thompson

St James’s Place

Peter Thompson joined St James’s Place in 1992 (‘the 50th partner to join’). The business has since grown to become a FTSE 100 company with AuM of £79.8 billion. His focus is on holistic advice to clients with complex requirements,… Read More

Carnegie Smyth

Signia Wealth

‘We are very proud of the type of clients who choose to work with us,’ says Carnegie Smyth. ‘They are UHNWs, often incredibly successful entrepreneurs, and we learn a great deal from them.’ Smyth, CEO of Signia Wealth and formerly… Read More

Patrick Smiley

Smith & Williamson

‘We’re committed to growing in a steady way,’ says Patrick Smiley, partner and head of institutional at Smith & Williamson. ‘Too many mergers and acquisitions and the like create great instability in firms, both culturally and for clients and staff…. Read More

Khaled Saïd

Capital Generation Partners

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

Rupert Phelps

Smith & Williamson

‘A good wealth manager has a business model that is as aligned to the genuine interests of the clients as possible, removes as many conflicts as possible, and is absolutely mindful of whose capital it is,’ says Rupert Phelps, partner… Read More

Scott Oliphant

Stonehage Fleming

As a standout partner within Stonehage Fleming, Scott Oliphant is responsible for a slew of the firm’s most important clients. The firm is proud to have one of the lowest client-to-manager ratios, complemented by fiduciary specialism and international expertise. ‘We… Read More