Karl Auersperg-Breunner

The newly elected executive vice-president at Lombard Odier, Karl Auersperg-Breunner, 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 more than… Read More

Hugo Akerman

Charles Stanley

Hugo Akerman has just passed his 30th year anniversary of working in the City, having started in 1986 when consolidation post Big Bang started in earnest. He notes with interest the mood of consolidation continuing within the wealth management field…. Read More

Frederick Windsor

J.P. Morgan Private Bank

Frederick Windsor’s six-year stint at J.P. 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

Robert Willsdon

Julius Baer

If there’s one way to describe Robert Willsdon, it’s ‘hugely busy’. He’s got three young children, loves his skiing, and in the summers can be seen playing cricket. He’s also known for looking after a number of film stars who… Read More

Petronella West

Investment Quorum

A pianist herself, Investment Quorum’s director of private clients Petronella West compares her role to the conductor of an orchestra. ‘You don’t necessarily need to know how to play the first violin, the trombone, the percussion, but you do need… Read More

Jason Stather-Lodge

OCM Wealth Management

Jason Stather-Lodge, as the founder and CEO of OCM Wealth Management, is passionate and driven as regards to his firm’s culture and keeping the focus always on the clients. The firm has traded for nearly 14 years and Stather-Lodge has… Read More

Harry Thorburn


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

Jane Sydenham


One of the most memorable moments of Jane Sydenham’s career was, without a doubt, ‘surviving the financial crisis’. ‘It was the most tremendous learning experience,’ she says. ‘It’s recalibrated my sense of what matters and where the rules lie.’ Today… Read More

Matthew Sharp


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