HNW Wealth Managers

Spears 2020

HUGO AKERMAN

CHARLES STANLEY

Hugo Akerman has spent more than three decades working in the City, having arrived there in 1986 when consolidation post-Big Bang was really starting in earnest. He notes with interest the mood of consolidation continuing within the wealth management field…. Read More

VIKRAM ANAND

RBC WEALTH MANAGEMENT

Vikram Anand has had a 15-year relationship with the global South Asian diaspora – something that is helping to establish RBC’s presence as a first choice in an area where other banks are still scrambling for market share. He points… Read More

CLARE ANDERSON

CAZENOVE CAPITAL

Clare Anderson joined Cazenove three days after graduation ‘to earn money and go travelling’. 20 years and an impressive succession of promotions later, she finally managed to take a sabbatical. But wealth management can be addictive: Anderson returned after just… Read More

KARL AUERSPERG-BREUNNER

LOMBARD ODIER

The newly elected executive vice president at Lombard Odier, Karl Auersperg-Breunner, has spent the past year engaging with his discerning UHNW clientele of ‘increasingly diverse’ backgrounds, from multi-generational family businesses to newly acquired wealth. He now oversees a team managing… Read More

TIM BAILEY

CAZENOVE CAPITAL

Entering finance after graduating from Cambridge in 1984 with a degree in modern languages, Tim Bailey has seen it all. The portfolio director says the 1987 crash was key in helping develop the abilities and sensibilities enabling him to guide… Read More

MO BALUCHI

QUILTER CHEVIOT

‘People will always appreciate and value the human touch,’ Mo Baluchi, Executive Director of Quilter Cheviot, tells Spear’s. Despite digital technology rapidly rising in financial services globally, he believes clients’ fundamental needs remain constant. ‘I’ve found that clients and family… Read More

NICOLA BARBER

JAMES HAMBRO

Nicola Barber, who joined James Hambro in 2012, explains to Spear’s that plans are in place to double the bank’s AuM in the next three to four years. ‘It comes down to the belief that you can offer a boutique… Read More

HUGO BEDFORD

JM FINN

Hugo Bedford has over 25 years’ investment experience, having been in private client management all his working life. He cut his teeth at James Capel back in 1992, then moved on to HSBC where he ran the HNW desk in… Read More

CLAIRE BENNISON

TATTON ASSET MANAGEMENT

Claire Bennison is a true veteran in the HNW wealth manager field. She started her career at Japanese multi-national Nikko Securities in London, and moved on to work for broking houses before joining Barclays as head of currencies on the… Read More

JADE BENTWOOD

LONDON & CAPITAL

It’s been a hectic but rewarding 18 months for Jade Bentwood, London & Capital’s associate director. She looks after a range of investor visa clients as well as heading up its newly launched women’s private office. The expansion is organic,… Read More

SIMON BLACK

DOLFIN

Simon Black joined Dolfin in September 2018 after 11 years at Hassium Asset Management, and he’s full of enthusiasm for his new role as head of investment management, to which he was appointed the following April. ‘Everything with our investment… Read More

CHRIS BOON

CLOSE BROTHERS ASSET MANAGEMENT

Close Brothers was on a roll when Spear’s last spoke to managing director Chris Boon in 2018, and the firm has continued its fine form. It’s been another strong 12 months, in which Boon is pleased to report ‘continued growth,… Read More

ANNABEL BOSMAN

RBC WEALTH

Former Julius Baer managing director Annabel Bosman joined RBC this year, where she heads up the relationship management wing at the firm’s London office. A part of the bank’s leadership team, she focuses on providing wealth management services to a… Read More

CORDELIA BOWDERY

VERITAS

‘It was a baptism by fire – the financial crisis quickly unrolled,’ says investment manager Cordelia Bowdery, describing how her career started in 2007 with Killik & Co. Now at Veritas, she says she learnt ‘an awful lot’ from her… Read More

STEPHEN BROWNE

WAVERTON INVESTMENT MANAGEMENT

Stephen Browne is a director and head of marketing at award-winning Waverton’s investment managing house, which he says is ‘dedicated to creating high quality investment portfolios and providing a personal service’. The firm’s preference for directly invested global equities has… Read More

DUNCAN BUCHANAN

HAMPDEN & CO

Duncan Buchanan has been in banking since 1995. Having spent the first 10 years of his career covering most aspects of personal banking, developing his relationship skills and gaining a deep understanding of banking policy and regulation, he took the… Read More

ROSIE BULLARD

JAMES HAMBRO

Rosie Bullard is a wealth manager for the post-Lehman age – she wishes to reinstate personal service in a world where clients haven’t always understood what they are investing in. Transparency and liquidity are particular emphases, and James Hambro has… Read More

RUPERT CALDECOTT

RMC PARTNERS

‘I have no particularly good reason for coming into wealth management,’ jokes the statesmanlike Rupert Caldecott. One of the most experienced investment managers in the business, he was one of few who saw the 2008 crash coming and cut equity… Read More

EDWARD CAMPBELL-JOHNSTON

SARASIN & PARTNERS

Edward Campbell-Johnston shares both good and bad news with Spear’s when asked about the performance of the AIM portfolios he heads for Sarasin. ‘AIM saw its worst performance in a decade within the final quarter,’ he reveals. This called for… Read More

JAMES CAMPBELL-JOHNSTON

BREWIN DOLPHIN

Former army captain James Campbell-Johnston is essentially paid to do all the worrying for his clients. It’s no wonder that many of the HNWs he looks after have stuck with him since the dotcom bubble. ‘Those who have had investment… Read More

GEORGE CARBUTT

INVESTEC

‘[Last year] was one of hard work for very little gain (all rather frustrating) and required a steady hand in the face of significant market turbulence and headwinds,’ George Carbutt tells Spear’s. The divisional director at Investec Wealth & Investment… Read More

TIM CHILDE

QUILTER CHEVIOT

‘This year has been a strong advert for wealth management’, says Tim Childe, head of the international and Jersey office at Quilter Cheviot. ‘Those who held their nerve over the final three months of 2018 have been strongly rewarded this… Read More

ARJUN CHOPRA

INVESTEC

Investec’s head of private capital Arjun Chopra is in an ebullient mood at the end of a ‘tremendous’ year for his department. ‘I always say entrepreneurs are the first movers in any market,’ he tells Spear’s. ‘Our clients are generally… Read More

ROSS CIESLA

VERITAS

What do the Beatles have to do with wealth management? More than you might think, according to Ross Ciesla. In part, he puts an uptick in AuM at Veritas – from £1.7 billion in 2017 to more than £2.5 billion… Read More

PETER CLARK

TILNEY

‘Our whole strategy is preserving capital,’ says Peter Clark, managing director at Tilney for 12 years. ‘Our portfolios look very different from the wider stock market, so in a year like 2018, when markets were poor, our portfolios did relatively… Read More

CHRIS COLE

LOCKHART CAPITAL MANAGEMENT LLP

Launched just two years ago, Chris Cole’s Lockhart Capital Management has matured far faster than its five founding partners could ever have anticipated. ‘We are so excited to be working alongside families that we really enjoy spending time with,’ says… Read More

STEVEN COOPER

C. HOARE & CO.

‘It’s a case of ‘evolution, not revolution,’ says Steven Cooper, who joined C. Hoare & Co. as chief executive in January 2019. Until then, Cooper had spent his entire career at Barclays, working across various parts of the business in… Read More

ANDREW CUMMING

JM FINN

Andrew Cumming’s approach to wealth management goes back to his time in the forces. ‘I learnt from my army days that accountability for your actions is critical to being successful in any job and managing private client portfolios is no… Read More

NANCY CURTIN

CLOSE BROTHERS ASSET MANAGEMENT

Close Brothers’ chief investment officer Nancy Curtin joined the firm in 2010, and has guided her team of over 80 investment professionals from strength to strength. 2019, she is pleased to report to Spear’s, has been a solid year for… Read More

JAMES DE BROë-FERGUSON

INVESTEC

Investec investment director James de Broë-Ferguson is well known in the industry for his loyal client base, gracious good humour, attention to detail and client service. His business involves managing mostly discretionary portfolios on behalf of private individuals, their pensions,… Read More

PAUL DENMAN

ARBUTHNOT LATHAM

Paul Denman joined Close Brothers Asset Management a private client director in August, after a 14 year stint as a director at Arbuthnot Latham.Denman has been in the industry for more than three decades, including 12 years at Coutts and… Read More

PAUL DERRIEN

CANACCORD GENUITY

Canaccord Genuity investment director Paul Derrien cut his teeth at NatWest 25 years ago and has built a considerable body of work managing both direct equity-based and multi-manager portfolios for private individuals, trusts, pensions, charities and institutional clients. ‘It’s been… Read More

RORY DORMAN

MASECO PRIVATE WEALTH

An expert in assisting US and non-UK domiciled taxpayers to manage their global wealth, MASECO partner Rory Dorman has had a good year. Not only has he added two new employees to his private wealth team, but he’s also added… Read More

NICHOLAS DUDLEY-HAMMATT

HSBC PRIVATE BANKING

HSBC’s rising star has been on the Spear’s radar since being shortlisted for Future Leader in the Private Client award. Nicholas Dudley-Hammatt began his career on an accountancy graduate scheme, before finding his metier on HSBC Private Banking’s UHNW and… Read More

ROBIN EGGAR

BROOKS MACDONALD

The past 12 months have been busy for Brooks Macdonald, with overall AuM passing the £11 billion mark, giving Robin Eggar and his team plenty of scope to use their expertise in both continuing and new client mandates. As head… Read More

ROSS ELDER

LINCOLN PRIVATE INVESTMENT OFFICE

A meeting with a client at Barclays Wealth made Ross Elder realise he didn’t make the same investment decisions he recommended to clients. The idea for a partner-led firm followed, and, in 2014, Lincoln Private Investment Office was founded with… Read More

GEORGIOS ERCAN

DOLFIN

‘We truly act as a GP,’ Dolfin’s head of sales Georgios Ercan tells Spear’s when asked to describe his role at the firm. ‘We ask all the questions that we need to ask. We understand the clients’ pain points and… Read More

PETER GALE

C. HOARE & CO.

C. Hoare & Co., the oldest privately owned bank in the UK, opened its first office outside London in 2019. The firm’s Cambridge branch, in a refurbished Georgian manor house, will be of interest for two groups of clients in… Read More

UDIT GARG

SUN GLOBAL

Udit Garg has over 20 years’ experience in multi-dimensional roles in financial services, making him something of an all-rounder. After graduating in economics and management in New Delhi, he started his career in a family-owned business as an asset-backed lender…. Read More

MARIA-ELENA GATT FLORIDIA

HSBC PRIVATE BANKING

Maria-Elena Gatt Floridia, the private banker who has told Spear’s she ‘started from nothing’, is moving by leaps and bounds in the private client world. Not only has her AuM grown substantially, but the global nature of her UK clients’… Read More

JAMES GLADSTONE

CAZENOVE CAPITAL

James Gladstone is celebrating a great year. ‘‘The business as a whole performed very strongly, which led to more new clients trusting us with the responsibility of helping them manage their wealth,’ he says. Cazenove Capital’s wealth management proposition is… Read More

JONATHAN GOLD

LONDON & CAPITAL

Jonathan Gold, executive director at London & Capital, having moved from RBC, spent much of 2018 focused on striking a balance between institution and adviser. ‘[Clients] want to work with advisers who understand their emotional needs – how you relate… Read More

NICHOLAS GRANT

PSIGMA

Nicholas Grant says the markets have been ‘distorted’ by volatility in recent years. Regardless, his objective is negotiating the ups and downs with the minimum risk possible – possible due to Psigma’s inflation-adjusted portfolios. When equities were down almost 10… Read More

BANDISH GUDKA

LGT VESTRA

‘LGT Vestra was set up to change the shape of the industry,’ explains Bandish Gudka, a former Spear’s Wealth Manager of the Year and trusted adviser to multi-jurisdictional and entrepreneurial clients. Dealing with the business world has inspired the firm’s… Read More

SALMAN HAIDER

CITI PRIVATE BANK

Salman Haider, head of the UK consumer bank and international personal bank EMEA at Citi, has had an extremely impressive career. ‘I’m a bit of an accidental banker,’ he says. ‘I didn’t think I’d be a banker, but I thoroughly… Read More

GUY HEALEY

BROWN SHIPLEY

Previously managing director of Lloyds Bank’s international private bank in Switzerland, and also a director of Lloyds Bank’s UK private bank, Guy Healey is now head of private banking at Brown Shipley. The firm has more than 200 years of… Read More

NICK HENDER

HSBC PRIVATE BANKING

As Senior Relationship Manager, Nicholas Hender has been busy growing HBSC Private Banking’s investment platform with senior executives and entrepreneurs across a spectrum of industries for the past three years – a period that has included a number of high… Read More

FRED HERVEY

LINCOLN PRIVATE INVESTMENT OFFICE

Fred Hervey is a co-founder and the chief investment officer of Lincoln. His two decades in the wealth management world began at the British stockbroker James Capel, which led to him advising clients and running a team at Barclays Wealth…. Read More

ANDREW HESS

CLOSE BROTHERS ASSET MANAGEMENT

When Spear’s catches up with the personable Andrew Hess, he’s barely a month into his new job at Close Brothers, where he joined as managing director of its HNW bespoke investment management service. ‘The main reasons for joining were a… Read More

ALEXANDER HOARE

C. HOARE & CO.

Alexander Hoare is the first of the eleventh generation of C. Hoare & Co. Partners. He graduated from the University of Edinburgh with a B.Comm with honours in marketing and worked as a marketing consultant for PA Consulting Group. He… Read More

EMMA HORLER

SMITH & WILLIAMSON

‘Naturally client-facing, engaging, friendly and sporty,’ according to a colleague, Emma Horler is a partner at Smith & Williamson, having previously held the position of director of investment management. She specialises in fund management and managing discretionary portfolios for private… Read More

JAMES HORNIMAN

JAMES HAMBRO

A partner and portfolio manager at James Hambro since 2013, James Horniman has been in fund management for over a quarter of a century, having worked previously for UBS and HSBC. ‘I enjoy the combination of client service, and buying… Read More

ROBERT HUGHES-PENNEY

RATHBONES

Robert Hughes-Penney’s education and military career have given him a broad knowledge of cultures, people and markets. It is perhaps this diversity which enables him to help such a wide range of clients. ‘Some are busy professionals, some are entrepreneurs,… Read More

MIHIR KAPADIA

SUN GLOBAL

Mihir Kapadia is the founder, chairman and CEO of Sun Global Investments, a fast-growing financial services group specialising in investment banking and wealth and asset management. Kapadia has charted a long career in investments in emerging markets and is considered… Read More

JAT KARA

SUN GLOBAL

With over 20 years’ experience, Sun Global’s managing partner Jat Kara has considerable experience of working with several family offices worldwide. He is known as a ‘consummate professional’ with varied experience, adept at delivering solutions quickly. Currently working with a… Read More

STEPHEN KATTOU

LINCOLN PRIVATE INVESTMENT OFFICE

Stephen Kattou believes that what enables Lincoln Private Investment Office to truly serve HNWs is the firm’s independent, partner-led approach to advice. ‘We really walk the walk,’ he told Spear’s, adding that managers not only invest their own money with… Read More

SVENJA KELLER

KILLIK & CO

It’s been a year of integration for Killik & Co, following the firm’s growth spurt in 2018, according to its head of wealth planning Svenja Keller. ‘Our main aim is to provide an integrated service to our clients, investment management,… Read More

GEORGE KING

MASECO PRIVATE WEALTH

A senior wealth manager at MASECO Private Wealth, with over 25 years of experience in financial markets, George King advises high net worth families on their cross-border financial needs. ‘I am at my core a problem solver,’ he tells Spear’s…. Read More

SARAH KIRBY

BREWIN DOLPHIN

The past 12 months have been supported by ‘very strong markets which have defied a lot of people’s expectations’, Brewin Dolphin’s Sarah Kirby tells Spear’s. ‘The important thing is to look behind those headlines and take the emotion out of… Read More

JOHN LANGRISH

JAMES HAMBRO

James Hambro partner and head of investments and portfolio management John Langrish celebrated 30 years in wealth management last year. ‘I’ve been around the clock a few times,’ he says. ‘I’ve woken up at 5:30 every morning for the last… Read More

ELINE LOFGREN

TILNEY

Based in Tilney’s Glasgow office, investment manager Eline Lofgren has been delivering chunky returns for Tilney’s (formerly Tilney Bestinvest before its rebrand in 2017) clients since 2013. Working primarily with trusts, charities and HNWs, the Norwegian joined the company from… Read More

PENNY LOVELL

SANLAM UK

Penny Lovell joined Sanlam in 2017 from Close Brothers as CEO of the firm’s private office and UK executive committee. The brief at the time was to build up the South African firm’s HNW business for UK families. The firm’s… Read More

MICHAEL MAGNAY

KLEINWORT BENSON

It’s been three years since Société Générale’s merger of two historic British banks, Hambros and Kleinwort Benson. Michael Magnay, a director responsible for some of the UK’s most important HNWs, has his finger on the entrepreneurial pulse, as advising business… Read More

DAVID MALPAS

VERMEER PARTNERS

With more than 30 years’ experience in the industry, new Vermeer hire David Malpas began his career at Quilter Goodison in 1984, with stints at Laing & Cruickshank, UBS Wealth Management and the then Cheviot Asset Management. Founded around a… Read More

CHARLES MARMENT

CHARLES STANLEY

Multi-decorated major Charles Marment joined Charles Stanley after a distinguished career in the Honourable Artillery Company, and now has one of the largest and longest-standing client books in the capital. Working alongside Freddy Barker, he’s front and centre of a… Read More

QUENTIN MARSHALL

WEATHERBYS PRIVATE BANK

‘The biggest brain in the industry,’ says an insider of Quentin Marshall, and in 2018 the Spear’s judging panel agreed, naming him our UK Private Banker of the Year. Marshall has had a stellar career at big-name banks: he stepped… Read More

ALAN MARSHALL

COUTTS PRIVATE OFFICE

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

JOSH MATTHEWS

MASECO PRIVATE WEALTH

‘Working with Americans is complex because they’re taxed globally by the US irrespective of residency. We’re very well set up to invest wealth in a rational and tax-efficient manner tailored for Americans in the UK,’ says Josh Matthews, who co-founded… Read More

NICK MCCALL

DOLFIN

A veteran of the financial services industry for more than 30 years, Nick McCall joined Dolfin last September as head of wealth management. ‘I felt technology had not sufficiently disrupted the top of the wealth management industry and that’s what… Read More

HARRY MCGOWAN

CAZENOVE CAPITAL

What’s the biggest challenge in the wealth management sector? Spear’s asks Harry McGowan, a star portfolio director at Cazenove, who answers: ‘Managing clients’ expectations in an ever-changing environment.’ It’s been an age-old issue, especially since the 2008 financial crash, which… Read More

ALEC MCNEILL

EFG ASSET MANAGEMENT

Alec McNeill is deputy head of portfolio management at EFG Asset Management, having previously spent almost two decades under Pictet’s umbrella. From his vast experience of private wealth markets, he describes the last 12 months as being ‘one of the… Read More

DAVID MILLER

QUILTER CHEVIOT

David Miller has been in the cut and thrust of financial markets for almost four decades, having been a stockbroker, fund manager at Flemings, then a managing director at JP Morgan and Royal Bank of Canada before joining the Cheviot… Read More

ALAN & GINA MILLER

SCM DIRECT

Without Alan and Gina Miller there would be no MiFID II. Alan, a legend among investment managers, is one of the savviest in the game, with over 30 years’ experience in equities, property, fixed interest and alternative assets. Gina continues… Read More

NICK MILNE

HSBC PRIVATE BANKING

HSBC Private Banking director Nick Milne utilises over 30 years’ experience in financial services to help his discerning clientele. There is no happier role for the passionate adviser, who enjoys guiding HNWs, who have exited their businesses successfully, through the… Read More

NEIL MOLES

PROGENY

Progeny’s ambitions show no sign of abating as managing director Neil Moles proudly announces four acquisitions in what he calls ‘a phenomenal year’. Its absorption of Evolve Financial Planning has taken the firm’s AuM past £1 billion, while acquiring Quest… Read More

DENIS NAGY

DOLFIN

Dolfin CEO Denis Nagy founded the firm in 2013 as a wealth management platform, offering flexible multi-currency and multi-asset investment accounts and providing brokerage and asset management services to private clients as well as their financial advisers and institutional investors…. Read More

CONOR O’BEIRNE

HSBC PRIVATE BANKING

Formerly a star performer at Citi, where he managed private clients and a team of wealth managers, Conor O’Beirne has recently moved to HSBC Private Banking. O’Beirne stresses the need for diversified investments, now more than ever. ‘We’ve had a… Read More

LUKAS ODSTRCIL

EFG ASSET MANAGEMENT

‘It has been an incredibly busy year thus far but one I will remember in good light,’ says Lukas Odstrcil, a portfolio manager at EFG Asset Management. ‘As our team continues to evolve, I have been fortunate to take on… Read More

MICHAEL PATE

KILLIK & CO

Michael Pate heads is responsible for a team of investment managers and financial planners at Mayfair’s Killik and Co, where he celebrates two decades in 2020. The firm offers a large suite of services – including managed, advised and specialist… Read More

ROBERT PAUL

LONDON & CAPITAL

‘It’s our best year ever,’ says Robert Paul, partner at London & Capital. There’s been an influx of US clients with a UK link owning global assets, who are approaching Paul’s team after struggling for help elsewhere. ‘A lot of… Read More

KATIE PENNY

NEDBANK PRIVATE WEALTH

Director of Nedgroup Trust Katie Penny works closely with clients, and their tax and legal advisers, to implement structures to provide intergenerational succession and philanthropic wealth planning. Nedgroup Trust is a subsidiary of Nedbank Private Wealth, with a heritage dating… Read More

ALGERNON PERCY

WAVERTON INVESTMENT MANAGEMENT

‘We are an increasingly rare beast in our sector, in that we are still very enthusiastic about investing directly in global equities, as opposed to solely going through the medium of pooled funds,’ Algernon Percy says of Waverton’s investment style…. Read More

DOMINIC PEYTON

KLEINWORT HAMBROS

Dominic Peyton originally came to Kleinwort Hambros in 2011 with niche experience in 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… Read More

GILLIAN PIGGOT

ADVANTA WEALTH

‘There has been a notable shift in the fi nancial planning industry in recent years, from being predominantly sales based to being highly qualifi ed and technical,’ reveals Gillian Piggot, Advanta Wealth’s head of private clients. She assures us that… Read More

CAROLINE PRIMROSE

HAMPDEN & CO

Caroline Primrose was one of the fi rst private bankers to join Hampden & Co in September 2014, shortly before the bank opened for business in June 2015. She says that joining the UK’s newest private bank at such an… Read More

CHARLOTTE RANSOM

NETWEALTH

‘We started from nothing,’ says Netwealth CEO Charlotte Ransom. But things at the young investment management firm are developing apace. Ransom spent 19 years at Goldman Sachs, where she was a partner, and had a two-year spell at Decura Investment… Read More

SHRUTHI RAO

SUN GLOBAL

Shruthi Rao has always been an ambitious, focused professional. Holding her top qualification as a CFA charter holder, she brings great value and unique perspective to every aspect of her work. She joined Sun Global in 2015 from Citi Bank… Read More

LEE ROBERTSON

OCTO MEMBERS GROUP

Lee Robertson, Spear’s HNW Asset Manager of the Year in 2015, founded Investment Quorum in 2000. Following 2018’s successful management buyout he decided to pursue other interests, and remains in close contact with his former firm. At Octo Members Group,… Read More

CHRISTOPHER ROSE

WAVERTON

‘We get out of bed to ensure that two plus two makes four and a half consistently,’ says Waverton director Christopher Rose, who heads up the firm’s experienced and sharp private client unit. ‘If you do that, then you’re doing… Read More

JONATHAN RUFFER

RUFFER

‘In the investment world, you’re always a baby,’ says Jonathan Ruffer, markets veteran and former Spear’s Philanthropist of the Year. ‘You never know what’s going to happen next.’ Despite his knack for self-deprecation, the investment guru has a distinguished investment… Read More

EMMA RUTTER

RUFFER

‘A lot has changed since I joined Ruffer in 2001, but luckily the heart of what we do hasn’t,’ says Emma Rutter. ‘Working somewhere where I believe in those I work with and in what we do is essential.’ ‘I… Read More

NICK SANDERSON

CAZENOVE CAPITAL

Nick Sanderson is one of Cazenove Capital’s portfolio directors working within the private client team on a list increasingly dominated by entrepreneurs. Sanderson tells Spear’s he is the go-to man for those seeking capital growth, but with less risk than… Read More

CHARLES SANFORD

LGT VESTRA

‘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 of LGT Vestra, which he recently joined. Sanford started out as an investment banker at Barclays… Read More

SIMON SCOTT-WHITE

CHARLES STANLEY

Having significantly restructured the business model of Charles Stanley’s Oxford branch in the past year, with a greater focus on working more with financial planners and other intermediaries to offer clients a total solution, Simon Scott-White’s next challenge is to… Read More

JAMES SELLON

MASECO PRIVATE WEALTH

MASECO’s co-founder and managing partner James Sellon is pleased with how things are turning out for the firm some 11 years after it opened its doors. A three-year human capital investment program is starting to bear fruit, and all of… Read More

SANJIV SHAH

SUN GLOBAL

Sun Global Investments’ chief investment officer Sanjiv Shah has more than 27 years’ experience in finance, with organisations such as the Bank of England , the FSA, BNP Paribas and Lazard Brothers on his CV. He founded India Value Investments,… Read More

MATTHEW SHARP

PSIGMA

Matthew Sharp joined Psigma from HSBC in 2002 and manages a variety of investment mandates, implementing inflation-based asset allocation solutions. His mind and body alike are equipped to face the ‘volatile’ market: with a punishing mountain biking regime, Psigma’s MD… Read More

MARK SHERWOOD

BORDIER & CIE

Mark Sherwood doesn’t keep his clients in the dark. Indeed, the equine enthusiast – who has more than 30 years’ investment experience and joined the Swiss firm in 2009 – believes an ‘honest approach’ is lacking in the industry as… Read More

ANDREA SOLANA

MASECO PRIVATE WEALTH

US-born Andrea Solana began her career in 2005 with a well-known Washington DC based international tax and global wealth management firm. The ability to work directly with US expatriate individuals and foreign nationals now living in the UK, many of… Read More

JASON STATHER-LODGE

OCM WEALTH MANAGEMENT

Jason Stather-Lodge is the former military engineer who co-founded Northampton-based OCM Wealth Management Ltd with his wife Maggie in 2004. He ties many threads together for his clients, using an award-winning investment process (which he calls ‘outcome-based investing’) and combining… Read More

BEN STERN

LINCOLN PRIVATE INVESTMENT OFFICE

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 – a… Read More

SANDY SWINTON

RBC WEALTH MANAGEMENT

‘Legendary private banker’ Sandy Swinton spent three decades at Barclays, weathering the financial crash and all that ensued. For him, the most important thing to get right is ‘listening over selling’. He believes far too many service providers try to… Read More

JANE SYDENHAM

RATHBONES

Jane Sydenham is in confident mood when Spear’s catches up with her: ‘Despite ongoing political and economic uncertainties, we have had a positive first quarter, with our operating income in the first quarter increasing 13.1 per cent compared to Q1… Read More

ROBERT SZECHENYI

RATHBONES

‘Despite ongoing political and economic uncertainties, we have had a positive first quarter, with our operating income increasing 13.1 per cent compared to Q1 2018,’ says the likeable and impressive Robert Szechenyi. ‘A highlight has been the integration of recently… Read More

RYAN THOLET

INVESTEC

‘Our private bank is a bit of a misnomer in the City of London,’ Investec Private Bank’s UK head Ryan Tholet tells Spear’s in their offices near St Paul’s. Investec is an international banking and wealth management specialist, catering to… Read More

HARRY THORBURN

MIRABAUD

Harry Thorburn, the head of Mirabaud’s UK private wealth management business, is pleased with the asset growth so far as a result of its ‘high-quality services and solutions’ for clients. ‘We continue to see a good level of interest from… Read More

LYN TOMLINSON

CAZENOVE CAPITAL

‘My focus is on facilitating the effective philanthropic ambitions of our clients,’ Lyn Tomlinson, Cazenove Capital’s director of philanthropy and social investment, tells Spear’s, adding that her role has evolved in line with the ‘expanding philanthropy and social investment landscape’…. Read More

JEREMY VAUGHAN

HAMPDEN & CO

A member of the founding team at Hampden & Co, Jeremy Vaughan leads the bankers at the ‘UK’s newest private bank’, which provides personal, professional banking services to private clients, their families and their business interests. The firm – the… Read More

JAMES VON SIMSON

TILNEY

James von Simson is an investment director at Tilney where he is responsible for looking after complex and multi-jurisdictional clients. ‘For some clients it could be described as an overall wealth/ business/family/strategy adviser,’ he says. ‘For others, I am effectively… Read More

HILARY WAKEFIELD

EFG ASSET MANAGEMENT

Hilary Wakefield started at EFG in 1999 and was brought in to develop and broaden the foundations of its investment management approach. Having originally developed the stock-picking programme, he went on to develop the asset allocation process. He is currently… Read More

CRAIG WEBSTER

ADVANTA WEALTH

‘On Monday morning, some clients have Sunday lunch syndrome,’ says Craig Webster, founder, CEO of boutique wealth management fi rm Advanta Wealth and fellow of the Personal Finance Society. ‘They have been discussing their financial situation over Sunday lunch and… Read More

PETRONELLA WEST

INVESTMENT QUORUM

‘I really believe that the more senior you become, the more selfawareness you need,’ Investment Quorum’s newly appointed CEO tells Spear’s over coffee. ‘Some of the dangerous situations I’ve seen in the past [with] business leaders is where you stop… Read More

CHARLES WHITE

MCINROY & WOOD

Charles White, who is described as a ‘class act’ by one peer, is very focused on preservation of capital, resisting ‘external pressures’ from shareholders. It’s a key benefit of being a boutique, he explains: ‘We’re not driven to grow for… Read More

JOHN WILLIAMS

NEDBANK PRIVATE WEALTH

John Williams is newly-appointed Head of Wealth Planning at Nedbank Private Wealth International; a role that sees him supporting the fi rm’s international private client base. ‘The full service offering stems from our ability to provide wealth management solutions, from… Read More

REBECCA WILLIAMS

BROWN SHIPLEY

In her role as client director, Rebecca Williams provides advice on risk management, investments, retirement solutions, estate planning and lifetime cash flow planning. How best to sum it up? ‘The industry uses all sorts of terms to describe my role… Read More

PATRICK WILSON

CREDIT SUISSE

‘When I joined Credit Suisse in 2006, I arrived with no clients; just a phone, computer and a fantastic platform to work with,’ recalls the brilliant former history teacher and author Patrick Wilson. ‘It was a daunting but exciting opportunity.’… Read More

FREDERICK WINDSOR

JP MORGAN

Frederick Windsor’s six-year stint at JP Morgan Private Bank’s LA office, advising celebrities in the entertainment world, was his most memorable experience. Early days in a film financing firm meant he had a grounding of knowledge of their industry when… Read More

CALLAN WOODCOCK

EFG ASSET MANAGEMENT

Callan Woodcock is a senior portfolio manager within EFG Asset Management. The firm is an international provider of actively managed investment products and services to professional advisers and institutional investors around the world. Established in 1994 as a division of… Read More