DOMINIC EPTON
Dominic Epton has made a zigzag journey into wealth management, beginning his career at law firm Ashurst before joining Rothschild’s…
ByMonth: June 2017
ANNA CROZE
‘We look for stronger, stable companies to own for the long term,’ says Anna Croze, explaining her approach to choosing…
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RUSTY ELVIDGE
Rusty Elvidge is without doubt one of the leading figures at Credit Suisse, having been in its London UHNW private…
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CORDELIA BOWDERY
‘Everyone does their research – everyone’s got their quant screens – but what I think is interesting here is that,…
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ANNABEL BOSMAN
Annabel Bosman is now installed as the head of a team of 20 at Julius Baer, a success story in…
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CLARE ANDERSON
Clare Anderson joined Cazenove three days after graduation ‘to earn money and go travelling’, she says, laughing. Twenty years and…
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VIKRAM ANAND
Vikram Anand has a 15-year relationship with the global South Asian diaspora – a fact which is helping to establish…
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TIM EASTWOOD
‘In 15 years, UBS has moved from asset gatherer to investment manager,’ says Tim Eastwood. ‘But post-crisis we’ve reinvented ourselves.…
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PATRICK WILSON
Patrick Wilson’s route into wealth management was unusual: his first calling was as a teacher and author. But when not…
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JONATHAN RUFFER
‘In the investment world, you’re always a baby, you never know what happens next,’ says the remarkable Jonathan Ruffer, a…
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ALAN & GINA MILLER
The Millers have been shaking things up long before their headline-grabbing battle against Brexit. Frustrated with the industry’s lack of…
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GILES CROWE
‘My clients are typically UK or Irish residents who are self-made, worldly and very wealthy individuals and their families looking…
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JEREMY HERVEY
‘If you have a wide spread of interests, a career in wealth management works very well,’ says Jeremy Hervey, who…
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BANDISH GUDKA
Bandish Gudka has enjoyed another record year at LGT Vestra, having built his book from scratch to nearly £300 million…
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ROSS ELDER
A peer says of Ross Elder: ‘Ross is a recognised leader within the wealth community, having successfully launched Lincoln Private…
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CHRIS BOON
A ‘challenging’ investment environment hasn’t fazed Chris Boon, the pragmatic managing director at Close Brothers Bespoke. ‘Last year investors enjoyed…
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DANIEL PINTO
‘Beyond our traditional wealth management business, Stanhope is also a club of like-minded co-investors who are often entrepreneurs themselves. They…
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WILL PROGER
Whatever happened to all those Barclays executives of the Bob Diamond era? The answer is that several went on to…
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ALEXANDRA ALTINGER
‘In investment management you live and die by your performance,’ Alexandra Altinger tells Spear’s. She adds that at Sandaire she…
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JONATHAN BELL
Jonathan Bell is droll about the life of a wealth manager. Asked by Spear’s about the most memorable moment in…
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