Christopher Rose
‘We get out of bed to ensure that two plus two makes four and a half consistently,’ explains Waverton director…
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Wealth
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Wealth
Quentin Marshall
‘The biggest brain in the industry,’ says one insider of Quentin Marshall, and in 2018 the Spear’s judging panel agreed,…
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Bandish Gudka
‘LGT Vestra was set up to change the shape of the industry,’ says Bandish Gudka, a former Spear’s Wealth Manager…
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Ross Elder
It was a meeting with a client, while Ross Elder was at Barclays Wealth, that helped to bring home to…
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Alan & Gina Miller
Without Alan and Gina Miller there would be no MiFID II. Alan, a legend among investment managers, is one of…
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Charles Marment
Multi-decorated major Charles Marment joined Charles Stanley after a distinguished career in the Honourable Artillery Company and has one of…
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David Miller
David Miller has been in the cut and thrust of financial markets for almost four decades, having been a stockbroker,…
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Penny Lovell
Penny Lovell joined Sanlam in 2017 from Close Brothers as CEO of the firm’s private office and UK executive committee.…
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James de Broë-Ferguson
While James de Broë-Ferguson is a reluctant interviewee (‘I don’t particularly like talking about myself’), the Investec investment director is…
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Chris Boon
Close Brothers was on a roll a year ago, and it’s carried its form into 2019. As well as the…
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James Horniman
A partner and portfolio manager at James Hambro since 2013, James Horniman has been in fund management for more than…
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Andrew Hess
When Spear’s catches up with the personable Andrew Hess, he’s barely a month into his new job at Close Brothers,…
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Charlotte Ransom
‘We started from nothing,’ says Netwealth CEO Charlotte Ransom. But things at the young investment management firm are developing apace.…
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Nicholas Grant
Nicholas Grant says the markets have been ‘distorted’ by volatility in recent years. Regardless, his objective is negotiating the ups…
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Tim Bailey
Having entered the world of finance soon after graduating from Cambridge in 1984 with a degree in modern languages, Tim…
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Peter Gale
The oldest privately owned bank in the UK opened its first office outside London earlier this year. C Hoare &…
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Nataša Williams
Despite describing 2019 as a ‘rollercoaster’ year, Nataša Williams reveals that challenges in financial markets have actually boosted LGT Vestra’s…
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Theophanis Theophanous
Theophanis Theophanous sharpened his tools as a wealth planner at Deloitte, where he became head of private client services before…
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Paul Derrien
Canaccord Genuity investment director Paul Derrien cut his teeth at NatWest 25 years ago and has built up a considerable…
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Chris Cole
Chris Cole’s Lockhart Capital Management was only launched in 2017, but the firm has already built up a head of…
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