Sophie Jewson

Sarasin & Partners

‘A consistent highlight for me, and part of the reason I love my job so much, is having the chance to meet and build relationships with a really interesting mixture of potential clients and their advisers,’ says Sophie Jewson, who… Read More

James Hughes


When asked what clients like best about the City headquartered investment firm WH Ireland, investment manager James Hughes says: ‘Everyone likes to say they’re bespoke, but we genuinely are — no two portfolios are ever exactly the same. If there’s… Read More

Jack Holdstock

Pictet Wealth Management

‘I guess you can 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

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

Hilary Wakefield

EFG Asset Management

Hilary Wakefield started at EFG in 1999, brought in to develop and broaden the foundations of EFGAM’s investment management approach. Having originally developed the stock picking programme, he went on to broaden this out to develop the asset allocation process…. Read More

Yariv Haim

Sparrows Capital

‘We’ve identified an informational gap,’ says Yariv Haim, referring to traditional investment assumptions. These rely heavily on active management — stock picking and market timing. The Israel born economics and MBA graduate and founder of Sparrows Capital offers UHNWs a… Read More

Tom Vernon

Sarasin & Partners

Tom Vernon offers discretionary management services to a broad range of private, charity and institutional clients, ranging in size from £500k to £250 million. He joined Sarasin & Partners in 2006 after completing a degree in Economics and Finance at… Read More

Simeon Williams

Arena Wealth Management

Arena Wealth is a Nordic family office advising UHNW families on cross-border transactions, collection management, and estate planning. Simeon Williams oversees UK clients and transactions and assists Scandinavian clients in UK investment deals. It’s been a very successful year, with… Read More

Daniel Freedman

London & Capital

While many wealth managers may resent the volatility arising out of Brexit and the US elections, London & Capital’s co-founder Daniel Freedman is thankful for the shake-up in the markets. ‘The more volatile and uncertain, the better,’ he has told… Read More

Nick Green

Coutts Private Office

Clients want insight,’ says Nick Green, who joined Coutts from J.P. 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