Wealth

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Charlotte Filsell

Charlotte Filsell

The sector is ‘going through a transformative change’, says Charlotte Filsell, Sandaire’s head of relationship management. ‘Client needs are evolving…

By Rasika Sittamparam
Matthew Fleming

Matthew Fleming

Responsible for business development, succession and the next generation, Matthew Fleming is today the only full-time Fleming partner in the…

By Rasika Sittamparam
Jonathan Gage

Jonathan Gage

With a background in accounting and corporate finance, Jonathan Gage wanted to use his experience managing risk for the benefit…

By Rasika Sittamparam
Edward Goodchild

Edward Goodchild

Edward Goodchild has seen the financial industry from almost every perspective during his post-military career. So it is with absolute…

By Rasika Sittamparam
Catherine Grum

Catherine Grum

UHNW families are going global and growing in size and complexity, and they are making bolder investment moves too, exploring…

By Rasika Sittamparam
Rupert Phelps

Rupert Phelps

Formerly Savills’ director of family office services, Rupert Phelps switched to Smith & Williamson last year, assuming responsibility for relationships…

By Rasika Sittamparam
Sophie Jewson

Sophie Jewson

Sophie Jewson and her team at Sarasin are prepared for a Labour government and Brexit, despite the wealth industry’s nervousness…

By Rasika Sittamparam
Stephen Kattou

Stephen Kattou

‘I think the best private wealth managers genuinely care and empathise with their client,’ says Stephen Kattou. ‘It’s about being…

By Rasika Sittamparam
Iain Tait

Iain Tait

Iain Tait who heads the boutique firm’s private investment office, sees a parallel between London & Capital’s conservative investment approach…

By Rasika Sittamparam
Giles Crowe

Giles Crowe

A senior private banker at Citi since 2005, Giles Crowe focuses on the UK onshore and offshore UHNW market. His…

By Rasika Sittamparam
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