HNW Wealth Managers

Top 10

Anthony Scott

Charles Stanley

Scott’s position on the board of Charles Stanley means he spends less time with clients than he would like. However, he’s still fighting their corner everyday, especially when it comes to addressing the advice gap: ‘It’s a big investment we’ve… Read More

Nicola Barber

James Hambro & Partners

After almost three decades in wealth management, Barber has built up a formidable track record. She started at Rothschild as an equity analyst before eventually heading up the bank’s private wealth UK equities division. From Rothschild she joined Barings Wealth… Read More

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Amy O’Sullivan

C. Hoare & Co.

O’Sullivan was delighted when she received an unexpected wedding trinket from a client. ‘It was a little painting of the church that I was getting married in, it was really sweet,’ she says. The friendly portfolio manager says she speaks… Read More

Andrew Butler-Cassar


‘Investec started as a family business 40 years ago. Many of our clients who are also family businesses or entrepreneurs relate to where we have come from. It’s the meeting of minds at a cultural point, that breaks the ice… Read More

Chris Cole


Cole has had a busy year as one of Towry’s four executive partners and as a dedicated manager of a concentrated book of clients — where 20-year relationships are common — worth £200 million. He spends half of his time… Read More

Chris Harris-Dean

Charles Stanley

Harris-Dean says the firm has always been able to offer bespoke services, even when there are occasional industry trends that provide investment managers with fewer options. ‘Our CEO recently reconfirmed our autonomous investment approach, where the manager has the ability… Read More

David Nelson

Stonehage Fleming

‘Some of my clients run some of the largest companies in the world,’ says the self-effacing Nelson. The absence of products pushing Stonehage Fleming’s integrated wealth planning approach mean he’s able to cater for them as a holistic wealth manager…. Read More

Duncan Stratford


After leaving the army in 1998, Stratford was looking forward to the more ‘gentlemanly pace’ of City stockbroking. It never materialised as he found himself at the cutting edge of wealth management when Collins Stewart launched its centralised investment process…. Read More

George Carlton-Smith

Carlton Smith Private Wealth

When asked about clients’ main concerns, Carlton-Smith says it all boils down to them trusting someone to be in control of their wealth. ‘They’ve become wealthy through working hard, they’re concerned about letting go and trusting someone like us.’ He… Read More

Iryna Markelevych

Credit Suisse

Internally dubbed as one of the ‘star performers’ of Credit Suisse’s res non-dom desk, Markeleveych — who is fluent in Russian, Ukrainian and English — has used her personal network to grow her book of clients. She increased its size… Read More

Jakob Meidal

Lombard Odier

Life is all about the clock for Meidal at the moment. ‘My wife and I welcomed our second child, which has taught me new lessons about managing time,’ he says. Meidal is in charge of focusing on Lombard Odier’s UHNW… Read More

James Shattock

Hargreaves Lansdown

Shattock wanted to work closely with the end user instead of playing an executive role to insurance brokers at Towergate Marine, where he started. He took on a financial advisory position at Friends Provident, and went on to work with… Read More

Jane Sydenham


‘Communication is the single most important thing. It’s also the area where our industry goes wrong the most often,’ says Sydenham. Speaking regularly to the broadsheets, the pink pages and the Today programme, she has proven her media credentials. But… Read More

Jane Tulloch


Tulloch lets out a pleasant laugh before answering Spear’s questions. From starting out assisting investment directors straight after graduating with a degree in accounting and finance from Oxford Brooks, she is now an investment director, with a book of £130… Read More

Katherine Waller


Having studied finance and philosophy Waller appreciates the two sides of money, saying the combination lent itself to wealth management. ‘You’re understanding the nature of how people make decisions and the way you make decisions,’ she says. One decision she’s… Read More

Katie Tasker

Charles Stanley

‘It’s an interesting time to be an investment manager,’ says Tasker, stressing the need for financial planning ‘now more than ever.’ ‘It’s really important for clients to assess their situation with financial planners, advisers and tax specialists, and then for… Read More

Paul Denman


With Arbuthnot Latham buzzing with new enquiries, Denman has been a busy bee. ‘People came to us dissatisfied with existing providers,’ he says, resentment stemming from a lack of service and high staff turnover in other institutions, which irks clients… Read More

Rory MacEwen


Recent market volatility gave MacEwen an opportunity to catch up with clients. ‘They appreciate being kept informed on how portfolios are performing and understand asset allocation decisions — we keep client contact high where appropriate, and our active approach has… Read More


Lincoln Private Investment Office

‘We’re here to look after UK-based financial professionals and entrepreneurs and do it in a structure where the only shareholders are the client and the team,’ says Elder of the private investment office he founded with fellow ex-Barclays man Fred… Read More

Sarah Kirby

Brewin Dolphin

Kirby says the last twelve months have been challenging due to changes in the regulatory landscape: ‘It’s most important to make sure that in terms of regulation processes and the structures being implemented, are done in the clients’ best interests… Read More