UHNW Wealth Managers

Spears 2019

ROBERT AGNEW

BARCLAYS PRIVATE BANK

Robert Agnew’s natural reservation lends itself well to his work: he’s developed a top client base at Barclays Private Bank, where he has worked for nine years. He modestly describes it as ‘acting as the conductor of the orchestra’, coordinating… Read More

SIMON ALLISTER

LGT VESTRA

‘Our business can be remarkably rewarding,’ says Simon Allister. ‘A client of mine recently made the decision to give away the vast majority of his wealth. He had a very specific vision for what he was trying to achieve and… Read More

MARCO ASSETTO

PICTET WEALTH MANAGEMENT

Marco Assetto started his career in investment banking at JP Morgan in New York. ‘It was during the MBA at Columbia University that I started to appreciate wealth management and in particular the unique needs of HNW international clients,’ he… Read More

IAN BARNARD

CAPITAL GENERATION PARTNERS

‘We’ve had a good 12 months across both investment returns and business development. The dramatic expansion of direct investing activity has been very exciting,’ says Ian Barnard, one of three founding partners at the revered Mayfair boutique. The firm’s clients… Read More

NEIL BEATON

LJ PARTNERSHIP (REBRANDING TO ALVARIUM INVESTMENTS IN 2019)

Neil Beaton is CIO at LJ Partnership’s Investment Management business which focuses on researching, constructing and advising on portfolios primarily for clients’ liquid investment strategies. They are proud to have an investment philosophy centring around ‘real return investing’, explains Beaton,… Read More

JONATHAN BELL

STANHOPE CAPITAL

Jonathan Bell is droll about the life of a wealth manager. ‘The moments I remember most vividly are some of the investments when I lost money,’ the CIO says. His ability to delve beneath the jargon is certainly refreshing. Bell… Read More

JAMIE BLACK

SARASIN & PARTNERS

Jamie Black started his career in 1987, a week before the October ’87 crash, which he survived, moving to Sarasin in 1996, where he now heads up the private client team. Now 30 strong, the team looks after around 830… Read More

JIM BOULEY

JULIUS BAER

Arizona-born Jim Bouley has been in wealth management since 1981, and is something of an industry sage. When Spear’s spoke to him in 2016, his advice was ‘never get complacent. Don’t underestimate the element of surprise, whether that’s in markets,… Read More

RODDY BOULTON

CREDIT SUISSE

For Roddy Boulton, the job of a private banker is more about ‘the ability to collaborate and partner with clients’ than it is about a ‘certain amount of performance over another bank over the course of a limited period of… Read More

RICHARD BRASS

BERENBERG

Richard Brass, Berenberg’s head of UK wealth and asset management, reports that the interest in environmental, social and governance-type investments is ‘not showing any signs of waning’, and as a move to meet this demand an ESG office was opened… Read More

JOHN BUTTERS

WEATHERBYS

John Butters of Weatherbys is certainly a wealth manager to know. After an expansive career ranging from teaching in China to hedge funds via the civil service and a Westminster think tank, he joined Weatherbys Private Bank in 2016. He… Read More

MOUHAMMED CHOUKEIR

KLEINWORT HAMBROS

Kleinwort Hambros is the result of an ambitious merger, and is using that momentum to push for a bigger wealth management offering. At the core of this sits CIO Mouhammed Choukeir, who says it’s the best time to drive forward… Read More

DAVID COBB

SMITH & WILLIAMSON

David Cobb, Smith & Williamson’s co-CEO, is always talking to clients: even more so when the markets are turbulent. ‘The outlook for the coming year is marked by a heightened sense of political and economic uncertainty,’ he says. ‘Our clients’… Read More

GILES CROWE

CITI PRIVATE BANK

Giles Crowe’s 30-year career has included spells at, Merrill Lynch and Barclays Private Bank. ‘My clients are generally highly successful entrepreneurs and their families who tend to utilise the full breadth of the Citi platform, from core discretionary portfolios to… Read More

ETIENNE D’ARENBERG

MIRABAUD

‘Continuity is in the DNA of the organisation,’ says Mirabaud’s head of UK market Etienne d’Arenberg. The Swiss private bank is gearing up for its 200th anniversary in 2019. 2018 has been busy for d’Arenberg, who has been recruiting ‘highcalibre’… Read More

DINA DE ANGELO

PICTET WEALTH MANAGEMENT

‘It’s been one of the busiest years of my career – there’s been a huge influx of newly liquid individuals,’ says Dina de Angelo, who reminds Spear’s she’s been in the industry ‘a very long time.’ Her niche, she says,… Read More

MICHEL DE CARVALHO

CAPITAL GENERATION PARTNERS

‘Khaled Saïd invited me to become chairman of CapGen earlier this year, and it has been an invigorating and welcome new step in my career,’ says financier Michel de Carvalho. He is also executive director of Heineken Holding NV and… Read More

CHARLES COSTA DUARTE

ROTHSCHILD WEALTH MANAGEMENT

Charles Costa Duarte still finds working with UHNW clients ‘unbelievably interesting’. ‘Portfolio management is at the core of what we do and our long-term approach is focused on wealth preservation,’ he says. He often acts as a trusted adviser, assembling… Read More

TIM EASTWOOD

UBS

Tim Eastwood, nearing his tenth year at UBS, has been through some ‘big and exciting’ changes this year. He has just moved to Zurich as part of its UK international business and has a brand-new client base. Eastwood heads up… Read More

RUSTY ELVIDGE

CREDIT SUISSE

Rusty Elvidge is a leading figure at Credit Suisse, having been in its London UHNW private banking arm since it was formed in 2010. This followed a 15-year stint on the bank’s investment banking side, where he was co-head of… Read More

DOMINIC EPTON

ROTHSCHILD WEALTH MANAGEMENT

Dominic Epton began his career at law firm Ashurst before joining Rothschild’s investment banking arm. By 2011 he had moved across to the wealth management side. A recent highlight was winning (over) a new client with a shared vision of… Read More

George Ercan Dolfin

GEORGIOS ERCAN

DOLFIN

‘Clients’ expectations have evolved in the last ten years,’ says Dolfin head of sales Georgios Ercan. ‘They’re much more aware of the complexities of the financial and regulatory landscape, so they want an even closer relationship with their wealth manager… Read More

PEDRO DIAS FERREIRA

BARCLAYS PRIVATE BANK

When he arrived at Barclays Private Bank nine years ago from Credit Suisse, Pedro Dias Ferreira was the only Spanish and Portuguese speaker on the team. Modestly ascribing his own success to ‘being in the right place at the right… Read More

CHARLES FILMER

LJ PARTNERSHIP (REBRANDING TO ALVARIUM INVESTMENTS IN 2019)

After leaving the army, where he served as a cavalry officer, the head of LJ Partnership’s private office, Charles Filmer, was headhunted to work for Sir James Goldsmith, which he did for 13 years, becoming a partner and managing the… Read More

PATRICK FLATON

AVIGNON CAPITAL

An investment expert with 20 years’ experience, Avignon Capital’s chief financial and operating officer Patrick Flaton enjoys a strong focus on strategy, ‘but with the power to execute this from an operational level’. Responsible for performance at the boutique real… Read More

JAMES FLEMING

SANDAIRE

A private banking veteran with over 30 years’ experience, James Fleming was appointed chief executive of Sandaire in September 2017. He was previously Arbuthnot Latham’s chief executive from 2012 to 2016, when he became the firm’s vice chairman and was… Read More

RéMI FRANK

BNP PARIBAS

Rémi Frank joined the BNP Paribas group in 1987 as a trader, later becoming head of Asia FX options in Paris, Singapore, and then Tokyo in its investment bank. In those roles, Frank created and developed the French giant’s capital… Read More

DANIEL FREEDMAN

LONDON & CAPITAL

It is no surprise that London & Capital, one of the UK’s largest independently owned wealth management firms, is becoming a popular destination for international clients. ‘The complexity of managing wealth in multiple jurisdictions has been a theme that London… Read More

CHRIS FRENCH

GOLDMAN SACHS

Chris French, who graduated from Durham, is Goldman Sachs’ head of private wealth management for Europe, the Middle East and Africa. He is well versed in the diverse needs of UHNWs, and has clients from all over the world. Speaking… Read More

HELEN GAMMONS

HSBC PRIVATE BANK

Helen Gammons has an infectious enthusiasm for her work: ‘I fell into something I understood – I think finance is a language and once you get it, it’s wonderful. I’m not the stereotypical banker. That helps me with the next… Read More

DUNCAN GORDON

SARASIN & PARTNERS

With 18 years of investment management experience under his belt, Duncan Gordon is responsible for the management of a wide range of private client and charity portfolios at Sarasin & Partners. The majority of clients are ‘looking for long-term growth… Read More

NICK GREEN

COUTTS

‘Clients want insight,’ says Nick Green, who joined Coutts from JP Morgan in 2004, rising swiftly to become a senior adviser before joining the private office. Many clients come to him after selling a business: ‘These people go from something… Read More

AASTHA GURBAX

JP MORGAN PRIVATE BANK

‘The fundamentals of investing remain the same,’ Aastha Gurbax, JP Morgan Private Bank’s senior managing director, assures us. Geopolitical risk is ‘a fleeting source of volatility’ for her clients, many of whom own long-term portfolios. However, investors are becoming more… Read More

YARIV HAIM

SPARROWS CAPITAL

Israel-born economics and MBA graduate and founder of Sparrows Capital, Yariv Haim started out advising a UHNW family based in Jerusalem, and now offers UHNWs a ‘disciplined’ alternative to traditional investing: objective investing focused on reaping the market return as… Read More

MARTIN HEALE

SCHRODERS WEALTH US

Martin Heale leads Schroders Wealth US, a highly experienced team of SEC-licensed client advisors providing wealth management services to American clients. The Schroders Wealth US team offers discretionary and advisory portfolio management. ‘Our clients are successful Americans,’ he tells Spear’s…. Read More

JAMES HEDDLE

CITI PRIVATE BANK

‘We are becoming a far more important part of Citi as we surpass our targets year after year,’ Heddle reports of the ‘tremendous growth’ the private banking arm has seen this year across the EMEA region, as well as locally…. Read More

ALAN HIGGINS

COUTTS

Since joining Coutts in 2009, Alan Higgins has held a number of roles including as head of multi-asset investing, head of investment strategy and chief investment officer for the UK. Prior to wealth roles he had an institutional fixed income… Read More

RENNIE HOARE

C HOARE & CO

‘Growing up, it was my hope that I would be of sufficient interest to be invited to join the bank, and ultimately the partnership,’ says Rennie Hoare, who has obviously taken to the family trade. The depth of history of… Read More

CHARLIE HOFFMAN

HSBC PRIVATE BANKING

‘Our UK clients are global citizens – they have houses abroad and children abroad and they need to diversify in terms of assets, clients and geographies,’ says Charlie Hoffman. He began in law (‘it gives you that extra pedigree’), but… Read More

JACK HOLDSTOCK

PICTET WEALTH MANAGEMENT

‘I guess you could describe me as a conductor of the orchestra,’ says Jack Holdstock, who joined Barclays straight out of university, where he worked primarily in their Geneva office as a private banker before moving to Pictet Wealth Management… Read More

NICK HORNBY

CERNO CAPITAL

Cerno Capital has just celebrated ten very solid years in the business, and a lot of hard graft is taking place to push the firm that one step further. Having brought in Tom Milnes from Investec as business development director,… Read More

MICHAEL INGRAM

WHIRELAND

Mike Ingram’s most memorable moment goes back to his early experience of emerging markets, looking for investment stories of companies in exotic locations. ‘You really felt as though you were on the frontier and creating something new,’ says the emerging… Read More

VIVEK JESWANI AND RONAK RUPARELL

BRIDGE INVEST

‘We wouldn’t offer our clients a deal unless we were prepared to invest in it ourselves,’ says Bridge Invest co-founder Vivek Jeswani, who started the company in 2015 with business partner Ronak Ruparell. The firm established itself as a multi-family… Read More

REHMET KASSIM-LAKHA

JP MORGAN PRIVATE BANK

‘Alpha generation is back,’ says Rehmet Kassim-Lakha, hailing the return of active wealth management as passive funds take a back seat in the era of ‘normalised’ volatility. The MD and head of UK banking at JP Morgan Private Bank is… Read More

PAUL KEARNEY

KLEINWORT HAMBROS

Private banking was a ‘natural evolution’ for Paul Kearney, whose career includes stints in tax advisory and investment banking. He spots a common thread in all private client professions: ‘A combination of problem solving and dealing with people.’ Kleinwort Hambros’… Read More

CHRIS KENNY

SMITH & WILLIAMSON

‘I joined Smith & Williamson the day that Tony Blair became prime minister,’ Chris Kenny recalls. The firm has grown considerably since. ‘We managed less than £1 billion – today we manage over £20 billion. We had around 30 employees… Read More

JEREMY KNOWLAND

CITI PRIVATE BANK

When Jeremy Knowland catches up with Spear’s he’s in an optimistic mood. ‘We feel we are getting increasing traction and we have a volume of new clients,’ he says. ‘Over the last few years we have been focusing our efforts… Read More

AMIT KOTHA

RBC WEALTH MANAGEMENT

Few bankers enjoy the same trust and respect among the UK’s growing number of South-East Asian UHNW residents as Amit Kotha: this gives the Canadian bank a clear edge. Indeed, his books have seen ‘around 30 per cent’ growth in… Read More

EDWARD LAWSON JOHNSTON

LJ PARTNERSHIP (REBRANDING TO ALVARIUM INVESTMENTS IN 2019)

LJ Partnership advises HNW clients on financial asset and real estate allocations in public and private markets. ‘We bring together experienced professional investors from multiple disciplines to serve the interests of our clients and partners, delivering investment and administration services… Read More

KATE LEPPARD

CAZENOVE CAPITAL

‘My clients range hugely in size, background and age,’ Cazenove Capital’s Kate Leppard tells Spear’s, ‘but are mostly now characterised as having either a complex family set-up, tax or investment requirements. We like to ensure that we get to know… Read More

ELENA LILEEVA

PICTET WEALTH MANAGEMENT

As UK head of Russia, CIS & Eastern Europe at Pictet Wealth Management, Elena Lileeva is a trusted adviser to some of the wealthiest people in London. While Russia is her biggest focus, clients hail from countries across the region… Read More

PERRY LITTLEBOY

COUTTS

After a long career at Coutts – which, since 1994, has taken him from Zurich to Monaco via Dubai, the Channel Islands and elsewhere – Perry Littleboy joined the Coutts Private Office in London in 2011. As managing director, he… Read More

DUNCAN MACINTYRE

LOMBARD ODIER

‘It helps that we have been independently owned and managed for 222 years. That naturally aligns our own long-term interests with those of our clients,’ says Duncan MacIntyre, CEO of Lombard Odier’s UK private client business since 2016. He has… Read More

DARREN MCDERMOTT

JP MORGAN PRIVATE BANK

‘Time is a precious commodity,’ says Darren McDermott – and particularly for UHNWs, who have spent an ‘eventful’ year on the markets preparing for a raft of possible scenarios. ‘A lot of our clients are business owners, and they’re busy,’… Read More

ROBERT MCINTYRE

BARCLAYS PRIVATE BANK

As much at home on the cricket pitch as he is in the boardroom, Robert McIntyre’s career is sailing as high as a loftily struck six. McIntyre got into the industry at the tender age of 22, apparently avoiding the… Read More

JAMES MORRELL

ROTHSCHILD WEALTH MANAGEMENT

James Morrell, a managing director and client adviser at the family firm Rothschild, is very clear about the challenges the industry faces. ‘In the short term, Brexit is an obvious source of near-term uncertainty and complexity for our clients.’ And… Read More

ERIC MOUNIER

AVIGNON CAPITAL

An entrepreneur and CEO with nearly 30 years’ investment experience, Eric Mounier has good reason to be happy. ‘This has been the best year yet for Avignon Capital,’ he says. ‘We have been able to achieve fantastic returns for our… Read More

Denis Nagy

DENIS NAGY

DOLFIN

CEO Denis Nagy describes Dolfin as a wealth management platform, offering flexible multi-currency and multi-asset investment accounts and providing brokerage and asset management services to private clients, their financial advisers, and institutional investors. Founded as a London-based wealth boutique in… Read More

CHARLES HOARE NAIRNE

C HOARE & CO

The financial crisis taught us that short-termism can be dangerous for investors. Few financial institutions can boast a longer horizon than Hoare’s, the UK’s oldest surviving independent bank. Charles Hoare Nairne is a member of the 11th generation of family… Read More

SCOTT OLIPHANT

STONEHAGE FLEMING

As a stand-out partner within Stonehage Fleming, Scott Oliphant is responsible for a slew of its 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 are… Read More

MICHAEL PARSONS

WREN

Michael Parsons is a client-facing CEO at Wren. Founded in 2016, the firm is also backed by WE Family Offices in the US and MdF Family Partners, one of the leading independent multi-family offices in continental Europe. Ross Elder tells… Read More

GILES PASCOE

GOLDMAN SACHS

A first-choice private banker to UHNW entrepreneurs, City bigwigs and landed families, Giles Pascoe garners plenty praise from industry insiders, rising above his 650 peers in the asset management division of Goldman Sachs, despite its top-down, headsdown approach to publicity…. Read More

NANDU PATEL

ROTHSCHILD WEALTH MANAGEMENT

Nandu Patel is known for his charities work – making him very well placed at Rothschild Wealth Management, which boasts 80 charity clients. ‘Most of our charities are trying to achieve inflation plus three to four per cent per annum… Read More

GUY PATERSON

STANHOPE CAPITAL

Guy Paterson is the quintessential ‘client partner’, able to offer ‘nimble, client-focused and conflict-free’ advice to the growing number of entrepreneurial UK families he looks after. ‘That’s the joy of it,’ he says of working in a ‘large boutique’. ‘We… Read More

Chris Payne

CHRIS PAYNE

GWM INVESTMENT MANAGEMENT

‘I am excellent at what I do because I care about my clients and my business,’ says GWM managing director Chris Payne. A senior private banker at Lloyds for six years and then head of international services and investment consultancy… Read More

JAMES PETERSON

ROTHSCHILD WEALTH MANAGEMENT

When not working hard as a director of Rothschild Wealth Management, James Peterson is a keen sportsman and acting Chair of the Eastside Educational Trust. Off the field, he remains a team player in Rothschild’s £8 billion AuM UK private… Read More

CHRISTOPHER PINSENT

JULIUS BAER

An executive director at the world’s largest ‘pure play’ private bank, Christopher Pinsent has an important role working with some of the wealthiest families in Europe. Pinsent, who specialises in working with clients with a UK connection, is excited about… Read More

KARTIKEYA RAI

BARCLAYS PRIVATE BANK

‘Resilience… lots of it!’ says Kartikeya Rai, when asked how to survive and thrive in the world of private banking in Africa. Rai covers the West African market for Barclays Private Bank, acting for entrepreneurs who have created their wealth… Read More

MICHALIS RIKOS

EFG ASSET MANAGEMENT

The last year has been ‘very busy’, says EFG Asset Management portfolio manager Michalis Rikos. He is rather relishing the client contact in particular, which sees him working with ‘the most successful entrepreneurs and best investors in the world every… Read More

EMMANUEL RIO

PICTET WEALTH MANAGEMENT

Emmanuel Rio, a former real estate investment banker who spent seven years at UBS, joined Pictet Wealth Management in London as a senior banker in 2012 to advise international clients with their private wealth management. A truly international man, he… Read More

CHRIS ROSSBACH

J STERN & CO

Chris Rossbach debuts in this edition as a managing partner of J Stern & Co, the Knightsbridge-based private investment office he co-founded with Jérôme Stern, a scion of the banking dynasty. Rossbach brings more than 18 years’ experience in finance… Read More

KHALED SAïD

CAPITAL GENERATION PARTNERS

Khaled Saïd, one of three co-founders of Capital Generation Partners, takes care to stay ahead of the curve: ‘In response to our clients’ evolving investment interests we have established new capabilities in direct real estate and direct investing,’ he tells… Read More

SOPHIE SAURINI

BARCLAYS PRIVATE BANK

Sophie Saurini began her career in Monaco at ABN AMRO Bank, working as an investment adviser in the trading room for five years. Still in the principality, she joined UBS as a private banker, developing key client relationships over the… Read More

PATRICK SMILEY

SMITH & WILLIAMSON

‘Markets have been absolutely extraordinary,’ Patrick Smiley says of the past year. ‘There’s been no shortage of headlines.’ Smiley has a calming manner about him, even when he explains the most granular details of global markets. After painting a very… Read More

NEIL SMITH

HAMPDEN CAPITAL PLC

Neil Smith is the CEO of Hampden Agencies and has run the premier Lloyd’s Members Agency for more than a decade. He has been instrumental in growing the business to become largest provider of private capital into the Lloyd’s market…. Read More

Tready Smith

TREADY SMITH

BAYSHORE CAPITAL

Bayshore Capital’s CEO Tready Smith ensures that the boutique investment firm can stay ahead of its institutional competition. Bayshore specialises in niche investments which often have a longer time horizon. Typical clients are UHNWs, mainly entrepreneurs looking to diversify their… 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

CAMILLA STOWELL

COUTTS

The formidable Camilla Stowell has built an impressive 20 years’ plus experience in the wealth management industry, having previously held client management roles at Lloyds Private Banking, Drummonds and Schroders Private Bank. She joined Coutts Private Office in 2007 in… Read More

Patrick Stutz

PATRICK STUTZ

BAYSHORE CAPITAL

Patrick Stutz began his career in the fixed income group of a Swiss bank, but has since developed investment expertise in multiple asset classes. Over the past 15 years, he has evaluated and allocated to hedge funds, private equity, private… Read More

MARK SULLIVAN

STONEHAGE FLEMING

The current climate presents significant challenges today for wealth creators. Stonehage Fleming’s emphasis is firmly on succession planning – a niche service which could only exist on the back of the nous of such trusted advisers as Mark Sullivan. A… Read More

IAIN TAIT

LONDON & CAPITAL

Iain Tait, who heads the boutique firm’s private investment office, sees a parallel between London & Capital’s conservative investment approach and a party: ‘We’re a house that would much prefer to be leaving a little early than staying on late…… Read More

ANTONIO TASSO

PICTET WEALTH MANAGEMENT

Antonio Tasso cut his teeth in Investment Banking on Goldman Sachs’s derivatives desk in London, before moving into the family office space in 2009 and, three years later, to Pictet Wealth Manegement,  Geneva. Tasso felt instantly at home there as,… Read More

KATHARINE TAYLOR

ROTHSCHILD WEALTH MANAGEMENT

The majority of Katharine Taylor’s clients are entrepreneurs – many of them in sports, media and entertainment. ‘They are looking for someone to protect the wealth they have worked so hard to build, and are not trying to create another… Read More

THEOPHANIS THEOPHANOUS

BARCLAYS PRIVATE BANK

With an impressive track record in the private client space and expertise across wealth structuring and investments, Theophanis Theophanous was an undoubted catch for Barclays Private Bank when he was recruited to the organisation back in 2011. ‘Having a background… Read More

WARREN THOMPSON

COUTTS

Warren Thompson joined Coutts in 2003 from Lloyds TSB Private Banking, initially advising the bank’s entrepreneur clientele, allowing him the opportunity to build a client base from scratch. He now combines client management and leadership as the head of Coutts… Read More

CHARLOTTE THORNE

CAPITAL GENERATION PARTNERS

When Spear’s caught up with Charlotte Thorne – one of three co-founders of the superb Berkeley Square boutique – she was in ebullient mood and excited about the direction of the firm. ‘We have recruited new senior team members in… Read More

JENNY TOZER

LGT VESTRA

The Australian-born Jenny Tozer started out in the industry in 2000 by setting up a company offering investment advice to women. ‘There was a genuine gap in the market and I went in to make a difference’ she says. It… Read More

ALISTAIR TROUGHTON

HAMPDEN CAPITAL PLC

‘My role is very much educational,’ says Alistair Troughton, Head of Sales & Marketing at Hampden Capital. ‘Particularly in the current state of the market, we are looking for, and talking with, wealthy families and individuals who want to underwrite… Read More

TIFFANY TROXEL

UBS

Tiffany Troxel has returned to UBS, following a spell with private bank Julius Baer, where she ranked in the top one per cent of its global advisers. Something of a prodigy, and already blessed by an impressive history at Harvard,… Read More

TOM VERNON

SARASIN & PARTNERS

‘The overriding objective of most of my clients is to maintain and enhance the capital value of their portfolios above inflation over the long-term,’ explains Tom Vernon, an investment manager looking after a wide variety of private, charity and institutional… Read More

HILARY WAKEFIELD

EFG ASSET MANAGEMENT

Hilary Wakefield started at EFG in 1999, brought in to enhance and broaden the foundations of EFGAM’s investment management approach. As one of EFGAM’s first portfolio managers he developed the Global Alpha managed account investment strategy, which has been at… Read More

HELEN WATSON

ROTHSCHILD WEALTH MANAGEMENT

Helen Watson has spent more than 25 years in the industry, including the past eight as managing director at Rothschild Wealth Management. Last year Alexandre de Rothschild took over chairman duties from his father – a transition that Watson believes… Read More

ROGER WEATHERBY

WEATHERBYS

‘At Weatherbys Private Bank, every client is treated like a member of its extended family, which has guided the business through seven generations of prudent stewardship since 1770,’ says CEO Roger Weatherby. Catering to UHNWs and HNWs, the firm has… Read More

RUPERT WEBB

WHIRELAND

Rupert Webb joined the wealth management industry after a stint at Rothschild before joining WHIreland in Manchester, where the firm’s roots are firmly based, in 2010. The investment manager, who recently moved to the firm’s head office in the City… Read More

NATAšA WILLIAMS

LGT VESTRA

Nataša Williams is gregarious and astute. She is excited about some of her newest clients, who are largely entrepreneurs: ‘The global markets have been buoyant and with a lot of funding capital available, many entrepreneurs have embarked on full or… Read More

ANDREW WILLIAMS

LJ PARTNERSHIP (REBRANDING TO ALVARIUM INVESTMENTS IN 2019)

Andrew Williams co-founded LJ Partnership in 2009, acting as CEO since the firm’s inception and more recently Executive Chairman.  He focuses primarily on growing the business, as well as looking after its real estate investment strategies and overseeing real estate… Read More

DYLAN WILLIAMS

COUTTS

As managing director, Dylan Williams has responsibility for the bank’s HNW business across England and Wales, with a diverse client base of entrepreneurs, executives and professionals among others. Williams joined Coutts in 1998 on the graduate scheme and has held… Read More