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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Wealth
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Wealth
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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Neil Moles
Progeny’s ambitions show no sign of abating as managing director Neil Moles proudly announces four acquisitions in what he calls…
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Camilla Stowell
Coutts’ managing director and head of wealth investor management, private office and international, Camilla Stowell, has shepherded her department to…
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Peter Clark
‘Our whole strategy is about preserving capital,’ says Peter Clark, who’s been managing director at Tilney for 12 years. ‘Our…
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Ross Ciesla
What do the Beatles have to do with wealth management? More than you might think, according to Ross Ciesla. In…
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Patrick Smiley
Veteran Smith & Williamson partner Patrick Smiley has managed investments on behalf of charities, trusts and private individuals for more…
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Will Proger
Despite being just two years of age and having almost no brand name recognition, Saranac Partners is in rude health,…
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Guy Paterson
One of the most respected and experienced wealth management professionals in the UK, Guy Paterson is a seasoned expert who…
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Michael Parsons
‘A steady number of clients are really attracted by our offering, especially our international element,’ says Michael Parsons, referring to…
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Kate Leppard
Kate Leppard began her career as a stockbroker at Quilter Goodison in 1987, before joining Schroders in 1990. Having spent…
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Edward Lawson Johnston
We set this up in 2009 after one of the greatest financial meltdowns of our lives: there was suddenly a…
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Chris Ivey
On a personal level, the proudest moment of Chris Ivey’s year was watching his son score a century for the…
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Alice d’Esparbes
Alice d’Esparbes’ experience lies in monitoring the issues affecting res non-dom clients in the UK. The francophone joined UBS’s Brussels…
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Why Spear’s is backing Boris
If there is anyone that can deliver Brexit, fight off the populist forces of Farage and Corbyn, and fly Britain’s…
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Charles Costa Duarte
‘We often work with entrepreneurs who are considering an exit or who may be dealing with a sudden succession issue…
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Dina de Angelo
Dina de Angelo has both style and substance, having been featured in Vogue, where her fashion preferences were revealed. She…
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James Campbell-Johnston
Former army captain James Campbell-Johnston is essentially paid to do all the worrying for clients. It’s no wonder that many…
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Etienne d’Arenberg
Swiss private bank Mirabaud celebrates its bicentenary this year, but it’s not content to rest on its laurels. It now…
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