Kate Capocci
For Kate Capocci, entering the world of wealth management was a no brainer, but it’s not only for her fondness…
ByMonth: July 2018
Annamaria Koerling
After 25 years in wealth management, Annamaria Koerling joined Owl Private Office this year, lining up alongside fellow industry stalwarts…
By
Edward Lawson Johnston
‘We set this up in 2009 after one of the greatest financial meltdowns of our lives: there was suddenly a…
By
Iain Tait
Iain Tait who heads the boutique firm’s private investment office, sees a parallel between London & Capital’s conservative investment approach…
By
Christopher Rossbach
Chris Rossbach debuts in this index as a managing partner of J Stern & Co, the Knightsbridge-based private investment office…
By
Giles Crowe
A senior private banker at Citi since 2005, Giles Crowe focuses on the UK onshore and offshore UHNW market. His…
By
Charles Costa Duarte
An investment manager with 17 years’ experience in wealth management and private equity under his belt, Charles Costa Duarte still…
By
Etienne d’Arenberg
‘Continuity is in the DNA of the organisation,’ Etienne d’Arenberg, Mirabaud’s head of UK market, says of the Swiss private…
By
Tim Eastwood
Tim Eastwood, a former captain in the Household Cavalry who is nearing his tenth year at UBS, has been through…
By
Duncan MacIntyre
Duncan MacIntyre reports an outstanding year, having seen a more than 50 per cent increase in AUM, as well as…
By
Michael Parsons
Michael Parsons is a client-facing CEO at Wren. Founded in 2016, the firm is also backed by WE Family Offices…
By
Guy Paterson
Guy Paterson is the quintessential ‘client partner’ who is able to offer ‘nimble, client-focused and conflict-free’ advice to the growing…
By
Dina de Angelo
‘It’s been one of the busiest years of my career – there’s been a huge influx of newly liquid individuals,’…
By
Khaled Said
Khaled Said is the founder of Capital Generation Partners – a highly refined business with deep knowledge on the needs…
By
Patrick Smiley
‘Markets have been absolutely extraordinary,’ Patrick Smiley says of the past year. ‘There’s been no shortage of quite well-documented headlines.’…
By
Helen Watson
Helen Watson has spent more than 25 years in the industry, including the past eight years as managing director at…
By
Jim Bouley
Arizona-born Jim Bouley has been in wealth management since 1981, and is something of an industry sage. When Spear’s spoke…
By
Richard Brass
The Hamburgian bank is not only one of the oldest financial institutions in the world, tracing its roots back to…
By
Nataša Williams
Nataša Williams is gregarious and astute. She is excited about some of her newest clients, who are largely entrepreneurs: ‘The…
By
Goodbye Mssrs Johnson and Davis…
The Prime Minister has shrugged off the double resignations of David Davis and Boris Johnson – the question is, is…
By
