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Wealth

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Giles Crowe

Giles Crowe

Giles Crowe’s clients – generally highly successful entrepreneurs and their families – tend to make use of the full breadth…

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Rupert Caldecott

Rupert Caldecott

‘I have no particularly good reason for coming into wealth management in the first place,’ jokes the statesmanlike Rupert Caldecott.…

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Richard Brass

Richard Brass

‘Stick to our knitting’ is the mantra that Berenberg’s head of UK wealth and asset management, Richard Brass, relays to…

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Patrick Wilson

Patrick Wilson

‘When I joined Credit Suisse in 2006, I arrived with no clients – just a phone, a computer and a…

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Jim Bouley

Jim Bouley

‘How much time do we have?’ asks Jim Bouley in response to a question about this year’s challenges. ‘The real…

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Charles White

Charles White

Charles White, who is described as a ‘class act’ by one peer, is very focused on preservation of capital, and…

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Jamie Black

Jamie Black

Jamie Black catches up with Spear’s after a challenging 12 months in the investment world. The predictions for US interest…

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Ian Barnard

Ian Barnard

‘Business has been very good in the last year, characterised by good investment performance and additional families choosing to join…

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Khaled Said

Khaled Said

Khaled Said is the founder of Capital Generation Partners, a highly refined business with deep knowledge of the needs of…

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Petronella West

Petronella West

‘I really believe that the more senior you become, the more selfawareness you need,’ Investment Quorum’s newly appointed CEO tells…

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Giles Pascoe

Giles Pascoe

‘We want to be absolutely pivotal to a small number of very material people.’ So says Giles Pascoe, the leader…

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Josh Matthews

Josh Matthews

‘Working with Americans is complex because they’re taxed globally by the US irrespective of residency– we’re very well set up…

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Duncan MacIntyre

Duncan MacIntyre

Lombard Odier’s UK CEO is in fine spirits during his annual catch-up with Spear’s. ‘We’ve had a great 12 months,’…

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Amit Kotha

Amit Kotha

One of the true gems in RBC’s London office, few bankers are as trusted and respected as Amit Kotha when…

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Jeremy Knowland

Jeremy Knowland

‘We’re not trying to be all things to all people,’ a cheery Jeremy Knowland tells Spear’s, recalling that fateful day…

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Nick Hornby

Nick Hornby

Nick Hornby re-enters our UHNW top ten after a glistening year which included picking up the Outstanding Achievement Award at…

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Aastha Gurbax

Aastha Gurbax

It was a glittering 2018 for Aastha Gurbax, JP Morgan Private Bank’s senior managing director, who crowned the year with…

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Charlie Hoffman

Charlie Hoffman

‘With me you get the advantage of a big bank but with a small team who all look after the…

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James Barton

James Barton

‘Amazing’, is how James Barton describes the last 12 months at Featherstone, which he joined as a partner last year…

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