Patrick Wilson

Credit Suisse

Patrick Wilson’s route into wealth management was unusual: his first calling was as a teacher and author. But when not wading through WWII history, Wilson became increasingly attracted to financial markets and the world of private clients. A stint at… Read More

Charles White

McInroy & Wood

Charles White is particularly focused on preservation of capital and aims not to succumb to ‘external pressures’ from shareholders. It’s the main benefit of being a boutique, he says: ‘We’re not driven to grow for growth’s sake. If we go… Read More

Jonathan Ruffer

Ruffer llp

‘In the investment world, you’re always a baby, you never know what happens next,’ says markets veteran Jonathan Ruffer. In spite of a knack for self-deprecation, the investment guru has a distinguished investment strategy which can only be the product… Read More

Lee Robertson

Investment Quorum

A very good start to the year,’ Lee Robertson says. The former Spear’s Wealth Manager of the Year has recently picked up another UK wealth management chief executive of the year award in Hong Kong, and he doesn’t hide his… Read More

Jeremy Hervey

Cazenove Capital

‘If you have a wide spread of interests, a career in wealth management works very well,’ says Jeremy Hervey. He started out in 1993, attracted by the relationship aspect of the work, as well as an interest in markets and… Read More

Ross Elder

Lincoln Private Investment Office

Ross Elder, says a peer, is ‘a recognised leader within the wealth community, having successfully launched Lincoln Private Investment Office and built up a loyal following due to its excellent reputation’. The team at Lincoln invest their own money alongside… Read More

Alan & Gina Miller

SCM Direct

Alan and Gina Miller have been shaking things up since long before Gina hit the headlines with her legal battle against Brexit. After the 2008 financial crisis, the couple saw the need for a ‘radically’ different approach to wealth management,… Read More

Bandish Gudka

LGT Vestra

Bandish Gudka has enjoyed another record year at LGT Vestra, having built his book from scratch to nearly £300 million since joining six years ago. He’s picked up £60 million in the past year alone – the highest growth in… Read More

Chris Boon

Close Brothers

It’s been another good year for Chris Boon, a pragmatic managing director at Close Brothers HNW Bespoke division. ‘Market behaviour since the Brexit referendum has been positive, and this has been beneficial to our clients and the business,’ he says…. Read More

Jamie Black


Jamie Black is a wealth manager prepared to stand by his portfolios. ‘My pension is almost entirely invested in Sarasin core funds,’ he told Spear’s. It’s an example the rest of the management team follows, while partners and staff collectively… Read More