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Wealth

Latest in Wealth
Jane Sydenham

Jane Sydenham

Jane Sydenham is in confident mood when Spear’s catches up with her: ‘Despite ongoing political and economic uncertainties, we have…

By Edwin Smith
Jason Stather-Lodge

Jason Stather-Lodge

In the view of Jason Stather-Lodge, clients are more financially aware and cost-conscious than ever before. ‘Sometimes they know the…

By Edwin Smith
Christopher Rose

Christopher Rose

‘We get out of bed to ensure that two plus two makes four and a half consistently,’ explains Waverton director…

By Edwin Smith
Ross Elder

Ross Elder

It was a meeting with a client, while Ross Elder was at Barclays Wealth, that helped to bring home to…

By Spear's
Alan & Gina Miller

Alan & Gina Miller

Without Alan and Gina Miller there would be no MiFID II. Alan, a legend among investment managers, is one of…

By Spear's
Charles Marment

Charles Marment

Multi-decorated major Charles Marment joined Charles Stanley after a distinguished career in the Honourable Artillery Company and has one of…

By Spear's
David Miller

David Miller

David Miller has been in the cut and thrust of financial markets for almost four decades, having been a stockbroker,…

By Spear's
Penny Lovell

Penny Lovell

Penny Lovell joined Sanlam in 2017 from Close Brothers as CEO of the firm’s private office and UK executive committee.…

By Spear's
Chris Boon

Chris Boon

Close Brothers was on a roll a year ago, and it’s carried its form into 2019. As well as the…

By Spear's
James Horniman

James Horniman

A partner and portfolio manager at James Hambro since 2013, James Horniman has been in fund management for more than…

By Spear's
Andrew Hess

Andrew Hess

When Spear’s catches up with the personable Andrew Hess, he’s barely a month into his new job at Close Brothers,…

By Spear's
Charlotte Ransom

Charlotte Ransom

‘We started from nothing,’ says Netwealth CEO Charlotte Ransom. But things at the young investment management firm are developing apace.…

By Edwin Smith
Nicholas Grant

Nicholas Grant

Nicholas Grant says the markets have been ‘distorted’ by volatility in recent years. Regardless, his objective is negotiating the ups…

By Spear's
Tim Bailey

Tim Bailey

Having entered the world of finance soon after graduating from Cambridge in 1984 with a degree in modern languages, Tim…

By Spear's
Peter Gale

Peter Gale

The oldest privately owned bank in the UK opened its first office outside London earlier this year. C Hoare &…

By Spear's
Nataša Williams

Nataša Williams

Despite describing 2019 as a ‘rollercoaster’ year, Nataša Williams reveals that challenges in financial markets have actually boosted LGT Vestra’s…

By Spear's
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