Charlotte Filsell
The sector is ‘going through a transformative change’, says Charlotte Filsell, Sandaire’s head of relationship management. ‘Client needs are evolving…
By
Wealth
Latest in
Wealth
Matthew Fleming
Responsible for business development, succession and the next generation, Matthew Fleming is today the only full-time Fleming partner in the…
By
Jonathan Gage
With a background in accounting and corporate finance, Jonathan Gage wanted to use his experience managing risk for the benefit…
By
Edward Goodchild
Edward Goodchild has seen the financial industry from almost every perspective during his post-military career. So it is with absolute…
By
Catherine Grum
UHNW families are going global and growing in size and complexity, and they are making bolder investment moves too, exploring…
By
Rupert Phelps
Formerly Savills’ director of family office services, Rupert Phelps switched to Smith & Williamson last year, assuming responsibility for relationships…
By
Annamaria Koerling
After 25 years in wealth management, Annamaria Koerling joined Owl Private Office this year, lining up alongside fellow industry stalwarts…
By
Kate Capocci
For Kate Capocci, entering the world of wealth management was a no brainer, but it’s not only for her fondness…
By
Sophie Jewson
Sophie Jewson and her team at Sarasin are prepared for a Labour government and Brexit, despite the wealth industry’s nervousness…
By
Stephen Kattou
‘I think the best private wealth managers genuinely care and empathise with their client,’ says Stephen Kattou. ‘It’s about being…
By
Edward Lawson Johnston
‘We set this up in 2009 after one of the greatest financial meltdowns of our lives: there was suddenly a…
By
Christopher Rossbach
Chris Rossbach debuts in this index as a managing partner of J Stern & Co, the Knightsbridge-based private investment office…
By
Iain Tait
Iain Tait who heads the boutique firm’s private investment office, sees a parallel between London & Capital’s conservative investment approach…
By
Charles Costa Duarte
An investment manager with 17 years’ experience in wealth management and private equity under his belt, Charles Costa Duarte still…
By
Giles Crowe
A senior private banker at Citi since 2005, Giles Crowe focuses on the UK onshore and offshore UHNW market. His…
By
Etienne d’Arenberg
‘Continuity is in the DNA of the organisation,’ Etienne d’Arenberg, Mirabaud’s head of UK market, says of the Swiss private…
By
Dina de Angelo
‘It’s been one of the busiest years of my career – there’s been a huge influx of newly liquid individuals,’…
By
Tim Eastwood
Tim Eastwood, a former captain in the Household Cavalry who is nearing his tenth year at UBS, has been through…
By
Duncan MacIntyre
Duncan MacIntyre reports an outstanding year, having seen a more than 50 per cent increase in AUM, as well as…
By
Michael Parsons
Michael Parsons is a client-facing CEO at Wren. Founded in 2016, the firm is also backed by WE Family Offices…
By