Hugh Adlington
Hugh Adlington’s debut in this index confirms the development of Close Brothers into a bona fide wealth management big-hitter. The…
ByMonth: July 2020
Hugo Bedford
Hugo Bedford was running HSBC UK’s HNW investment management desk before moving to JM Finn in 2006, where he has…
ByTim Bailey
Cazenove is a staple in the investment world, with a loyal and long-standing base of both clients and staff. It’s…
ByChristian Wagner
When Spear’s asked a UK and Swiss-focused wealth manager to recommend an outstanding Swiss adviser, he named Christian Wagner as…
ByDavid Alexander
David Alexander founded AAG Wealth Management in 1995 and stayed until it was subject to a management buyout in 2016.…
ByBrenda Zongo
HSBC Private Banking’s base in Geneva offers its broad array of clients advice on investments and wealth planning as well…
ByPeter Clark
Peter Clark, Tilney Group’s managing director since 2006, has told Spear’s that when it comes to smart investments it’s all…
ByCharlotte Filsell
Charlotte Filsell, who spearheads Sandaire’s family relationships arm, gives Spear’s a view of how family offices are reacting to the…
ByMatthew Fleming
A consummate authority of the family office world, Stonehage Fleming’s head of family governance and succession is typically erudite when…
ByChris Cole
Having started in 2017, Lockhart Capital Management’s AuM of £400 million is not to be sniffed at. ‘It’s really building…
ByBertie Dannatt
In the second half of March, Ruffer chose to take a gamble with its strategy as the extent of the…
ByJonathan Gage
‘Trust’ is the word that Jonathan Gage mentions several times to Spear’s when we catch up over the phone. The…
ByEdward Goodchild
While Edward Goodchild’s clients have ‘enough wealth that they don’t have immediate concerns’ about the crisis, he says they are…
ByHarinder Hundle
A ‘small revolution in wealth management’ was how Spear’s described TwinFocus when it met London partner Harinder Hundle last year.…
ByAlistair Morgan
Alistair Morgan is the CEO of Mishcon de Reya’s private office arm MDR Mayfair, which was created to provide discreet…
ByRupert Phelps
Rupert Phelps once remarked that his ‘natural habitat’ was the Square Mile. But when Spear’s catches up with him this…
ByAndra Ilie
KPMG’s senior manager of family office and governance Andra Ilie joined the firm from Knox Private Office last year. KPMG…
ByAnnamaria Koerling
‘Identify the staying power of your investment,’ says Annamaria Koerling, sharing the essence of her advice to international families since…
ByKate Leppard
‘We did a lot of work in 2019 on our digital capability, and it proved invaluable this year when we…
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Jeremy Knowland
‘We probably had our strongest performance in terms of new client acquisition for the UK business than I can remember,’…
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