Index

HNW Wealth Managers

Location

London

Advice type

Investment

Portfolio management

Client Types

Charities

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

David Malpas

Spear's Review

‘So far so good’ is how David Malpas describes business at Vermeer Partners. The former Quilter Cheviot partner was a founding partner when the boutique was born in 2019.

Vermeer Partners avoids putting its clients into a ‘set model’ approach, according to Malpas. ‘We give the clients an ongoing narrative as to what we’re doing with their money,’ he says. Clients are kept in regular contact: rather than quarterly updates, they are notified of every change made to their portfolio. Malpas describes client relationships as a ‘very tight bond’. ‘That really does help you when you go into market situations of the like that we see today,’ he adds.

Rank: Top Recommended

Top Recommended 2023, HNW Wealth Managers

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