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Wealth

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Guy Paterson

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

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

Kate Leppard began her career as a stockbroker at Quilter Goodison in 1987, before joining Schroders in 1990. Having spent…

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Chris Ivey

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

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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Charles Costa Duarte

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

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

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

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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Edward Campbell-Johnston

Edward Campbell-Johnston

Edward Campbell-Johnston shares both good and bad news with Spear’s when asked about the performance of the AIM portfolios he…

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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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