RODDY BOULTON
UHNWs are hardly short of private bankers offering their services these days. But Roddy Boulton – one of the most…
ByMonth: June 2017
HELEN WATSON
Since 2015, Helen Watson has been CEO of Rothschild Wealth Management UK and it’s been a boom time for the…
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CAMILLA STOWELL
Camilla Stowell is a force in the industry with more than 20 years’ experience, having previously worked in client management…
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KATE LEPPARD
‘The level of integrity, transparency and professionalism in the industry has improved out of all recognition,’ says Kate Leppard, reflecting…
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GILES PASCOE
Goldman Sachs might have a more restrictive policy than most when it comes to granting journalists access to its people,…
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MOUHAMMED CHOUKEIR
Kleinwort Hambros is the result of an ambitious merger and is using that momentum to push for a bigger wealth…
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Carney’s right: it’s too soon to raise rates
News that Bank of England chief economist Andy Haldane is breaking ranks from his boss Mark Carney and backing an…
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AMIT KOTHA
Few bankers enjoy the same trust and respect among the UK’s growing number of South-East Asian UHNW residents as Amit…
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JEREMY KNOWLAND
Jeremy Knowland’s first foray into wealth management came on his 14th birthday, when his father gave him a selection of…
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CHARLIE HOFFMAN
A peer observes: ‘Charlie Hoffman is unmatched at providing a personal service while leveraging a huge organisation.’ When Spear’s speaks…
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WILLIAM DRAKE
If you were looking to navigate the labyrinth that is wealth management, the chances are someone would recommend that you…
ByREMÍ FRANK
Rémi Frank joined the BNP Paribas group as a trader, later becoming head of Asia FX options in Paris, Singapore,…
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DINA DE ANGELO
Dina de Angelo has spent her entire career as a private banker, working with large families and family offices –…
ByROBERT MCINTYRE
A senior banker who holds one of Barclays’ ‘largest client books’, Robert McIntyre is proud of the ‘very long-established, eclectic…
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LEE ROBERTSON
‘A very good start to the year,’ Lee Robertson says. The former Spear’s Wealth Manager of the Year has recently…
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ROSS CIESLA
The charming Ciesla treats Spear’s to a delicious cup of Fairtrade coffee before explaining Veritas’s new brainstorming strategy: ‘Negspresso.’ It’s…
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CHARLES WHITE
Charles White – who is described as a ‘class act’ by one impressed peer – is particularly focused on preservation…
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MATTHEW SHARP
Matthew Sharp joined Psigma from HSBC in 2002 and manages a variety of investment mandates, implementing inflation-based asset allocation solutions.…
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RAQUEL SANTOS SILVA
Raquel Santos Silva started out as an investment banker but was drawn to wealth management because it allowed her to…
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JIM BOULEY
Arizona-born Jim Bouley is an industry sage. When Spear’s asks him the greatest lesson he has learned, he says: ‘Never…
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