CHRIS BOON

Close Brothers

It’s been another busy year for Close Brothers’ head of private client services following the recent acquisition of Eos Wealth Management, a chartered financial planning firm specialising in servicing high-net-worth clients, particularly in the media and sports industries. That may… Read More

LEE ROBERTSON

Investment Quorum

Robertson says the key to the success of the firm he founded fifteen years ago is engagement with clients. ‘Talk to them continually, update them with what’s going on [and] never hide anything from them.’ The Spear’s wealth manager of… Read More

STUART LEACH

Bell Pottinger

Leach has just come from court when he speaks to Spear’s. ‘We make sure we’re there with [clients] because you never know what’s going to happen, what journalists are going to turn up and who’s going to write what.’ Being… Read More

Charlie Hoffman

HSBC Private Bank

Despite the news that HSBC Private Bank allegedly abetted tax avoidance through clients’ Swiss bank accounts, Hoffman is upbeat: ‘On the whole our clients have been extremely supportive. It’s business as usual.’ That business has been helped by an increase… Read More

Robert McIntyre

Barclays

The year so far has regularly brought up conversations about the rise of cyber-security concerns, regulation, and increased transparency in financial services. However, when clients voice similar concerns, McIntyre’s approach is straightforward and consistent: ‘I calibrate the significance of politics,… Read More

Penny Lovell

Close Brothers

It’s been another busy year for Close Brothers’ head of private client services following the recent acquisition of Eos Wealth Management, a chartered financial planning firm specialising in servicing high-net-worth clients, particularly in the media and sports industries. That may… Read More

Khaled Said

Capital Generation Partners

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

Kate Leppard

Schroders/Cazenove

A very busy and exciting year!’ Cazenove’s deputy head of wealth management enthuses. ‘Markets have kept me on my toes, we’ve been able to make some, hopefully, smart investment decisions for clients which personally, made the EU referendum and short… Read More

Helen Watson

Rothschild Group

Watson has enjoyed the challenges of her first full year as CEO of Rothschild Private Bank. ‘We’re still very focused on doing what we do well and not trying to be all things to all people,’ says the Spear’s Private… Read More

Giovanni Revedin di San Martino

JP Morgan

When Revedin di San Martino joined JP Morgan’s London office, he was asked to build the American bank’s financial executive business from scratch, working for financially sophisticated clients, including investment bank CEOs, hedge fund managers and traders. He thinks the… Read More