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Wealth

Latest in Wealth
Rupert Phelps

Rupert Phelps

Rupert Phelps has had a storied career. The family office services partner at Smith & Williamson left the Life Guards…

By Edwin Smith
Annamaria Koerling

Annamaria Koerling

‘When you move on to the private side you have a completely different relationship with your client,’ says Annamaria Koerling,…

By Edwin Smith
Catherine Grum

Catherine Grum

As UHNW families are going global, growing in size and complexity and making bolder investment moves, there’s more and more…

By Edwin Smith
Edward Goodchild

Edward Goodchild

‘Our schools of thought are massively complementary,’ says Edward Goodchild of his new hire, Guy Christie. ‘We were fund managers…

By Edwin Smith
Jonathan Gage

Jonathan Gage

Jonathan Gage is the guiding light every HNW needs, especially when complicated family affairs are involved. A chartered accountant and…

By Edwin Smith
Charlotte Filsell

Charlotte Filsell

Charlotte Filsell has seen ‘exciting growth and change’ at Sandaire in the past year, with launches of the firm’s private…

By Edwin Smith
Matthew Fleming

Matthew Fleming

Matthew Fleming is responsible for helping Stonehage Fleming’s clients to develop and implement their legacies and strategies for inter-generational success.…

By Edwin Smith
Robert Szechenyi

Robert Szechenyi

‘Despite ongoing political and economic uncertainties, we have had a positive first quarter, with our operating income increasing 13.1 per…

By Edwin Smith
Rennie Hoare

Rennie Hoare

‘Growing up, it was my hope that I would be of sufficient interest to be invited to join the bank,…

By Edwin Smith
Jeremy Vaughan

Jeremy Vaughan

Hampden & Co became the UK’s newest private bank – the first for three decades – when founded in 2015.…

By Edwin Smith
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
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