Best property investment, finance and private office service providers

The best property investment, finance and private office service providers

The best property investment, finance and private office service providers

Welcome to the Spear’s ranking of the best property investment, finance and private office service providers for high-net-worth individuals. The list features our Top Ten, Top Recommended and Recommended advisers.

For high-net-worth individuals, a strategic portfolio of property investments is crucial. However, building and maintaining a diverse and successful portfolio demands exceptional specialist advice.

The highest caliber of property finance and investment advisers are in the most able position to source the best opportunities and facilitate deals resulting in the loftiest payoffs. Private office services providers – which are becoming more prominent both as standalone entities and as organisations affiliated to large firms – can serve as a one-stop shop for a HNW’s property portfolio.

In an effort to cut through the white noise, Spear’s examines and publishes annual rankings of the top private client advisers and service-providers to HNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as extensive information gathered by the Spear’s editorial and research teams.

The investment, finance and private office advisers featured in the 2022 edition of the Spear’s Property Advisers Index are included in the table below, along with their Spear’s ranking and ‘focus’.

Click on the individual names to be directed to more detailed profiles of each adviser in the digital version of the Spear’s 500.

To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.

To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here.

If you are an adviser featured in the index and would like to update your profile or provide additional information, please email rasika.sittamparam@spearswms.com.

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