Investec’s past as a family business ensures that it has a host of global entrepreneurial clients while retaining its sense of tradition. Private office head Andrew Butler-Cassar says the legacy helps the firm appeal to a wide range of HNWs: ‘It’s the meeting of minds at a cultural point – that breaks the ice quickly,’ he previously told Spear’s.
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FREDDY BARKER
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Barker is one of the standout figures at Charles Stanley. Melding old-school charm with a lively understanding of how the industry needs to evolve, he has played a key role in modernising the 225-year-old firm. Instead of copying the competition by embracing a model whereby salesforces feed asset management hubs, the £24 billion behemoth now provides a holistic offering with the discretionary fund management component delivered through the traditional empowered investment manager model.