Revealed: The leading wealth managers of 2018
There are new entrants to the UHNW and HNW top tens of the Spear’s Wealth Managers Index, after another fascinating…
ByYear: 2018
Rupert Phelps
Formerly Savills’ director of family office services, Rupert Phelps switched to Smith & Williamson last year, assuming responsibility for relationships…
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Catherine Grum
UHNW families are going global and growing in size and complexity, and they are making bolder investment moves too, exploring…
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Edward Goodchild
Edward Goodchild has seen the financial industry from almost every perspective during his post-military career. So it is with absolute…
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Jonathan Gage
With a background in accounting and corporate finance, Jonathan Gage wanted to use his experience managing risk for the benefit…
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Charlotte Filsell
The sector is ‘going through a transformative change’, says Charlotte Filsell, Sandaire’s head of relationship management. ‘Client needs are evolving…
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Theophanis Theophanous
The industry has been feeling a little beaten up of late, but it’s been an exciting year for Barclays Wealth,…
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Matthew Fleming
Responsible for business development, succession and the next generation, Matthew Fleming is today the only full-time Fleming partner in the…
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Annamaria Koerling
After 25 years in wealth management, Annamaria Koerling joined Owl Private Office this year, lining up alongside fellow industry stalwarts…
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Kate Capocci
For Kate Capocci, entering the world of wealth management was a no brainer, but it’s not only for her fondness…
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Sophie Jewson
Sophie Jewson and her team at Sarasin are prepared for a Labour government and Brexit, despite the wealth industry’s nervousness…
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Stephen Kattou
‘I think the best private wealth managers genuinely care and empathise with their client,’ says Stephen Kattou. ‘It’s about being…
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Christopher Rossbach
Chris Rossbach debuts in this index as a managing partner of J Stern & Co, the Knightsbridge-based private investment office…
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Edward Lawson Johnston
‘We set this up in 2009 after one of the greatest financial meltdowns of our lives: there was suddenly a…
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Iain Tait
Iain Tait who heads the boutique firm’s private investment office, sees a parallel between London & Capital’s conservative investment approach…
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Guy Paterson
Guy Paterson is the quintessential ‘client partner’ who is able to offer ‘nimble, client-focused and conflict-free’ advice to the growing…
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Tim Eastwood
Tim Eastwood, a former captain in the Household Cavalry who is nearing his tenth year at UBS, has been through…
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Dina de Angelo
‘It’s been one of the busiest years of my career – there’s been a huge influx of newly liquid individuals,’…
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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…
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Charles Costa Duarte
An investment manager with 17 years’ experience in wealth management and private equity under his belt, Charles Costa Duarte still…
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