JAMES MORRELL
James Morrell, a director and client adviser at the family firm, is clear about the challenges the industry faces. ‘In…
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PERRY LITTLEBOY
The past five years have been a ‘golden time’ for entrepreneurs, Perry Littleboy says. ‘Today there’s an awful lot of…
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NICK GREEN
‘Clients want insight,’ says Nick Green, who joined Coutts from JP Morgan in 2004, rising swiftly to become a senior…
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DANIEL FREEDMAN
While many wealth managers may resent the volatility arising out of Brexit and the US elections, London & Capital’s co-founder…
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TIFFANY TROXEL
Tiffany Troxel moved to Julius Baer following its acquisition of Merrill Lynch’s non-US wealth management division four years ago. A…
ByOLIVER SELWYN
Oliver Selwyn describes Banque Havilland as ‘a family office with a banking licence’. It prides itself on being both ‘pragmatic’…
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THEOPHANIS THEOPHANOUS
‘The most memorable moment of my career was when a large client asked me to become a trustee of their…
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GUY PATERSON
‘It’s been one of those strange years where we are constantly exceeding clients’ expectations,’ says Guy Paterson, who joined Stanhope…
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ALICE D’ESPARBES
‘Our dedicated client research is of exceptional quality and covers all areas of the market,’ says Alice d’Esparbes. The adviser…
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ETIENNE D’ARENBERG
Etienne d’Arenberg cites two highlights in 2016: Brexit and Mirabaud’s new London branch, which opened weeks after the UK voted…
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MARK SULLIVAN
There are significant challenges today for wealth creators. Stonehage Fleming’s emphasis is on succession planning. It’s a niche service which…
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NATASA WILLIAMS
Wealth managers may be known as a siloed, even secretive set, ever-protective of a hard-won competitive edge, but Nataša Williams…
ByELENA LILEEVA
As UK head of Russia, CIS & Eastern Europe at Pictet Wealth Management, Elena Lileeva is a trusted adviser to…
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CLEMENT HUTTON-MILLS
‘Despite the challenges that Brexit will bring, London is well positioned to thrive from a wealth management perspective,’ says Clement…
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JANE SYDENHAM
One of the most memorable moments of Jane Sydenham’s career was, without a doubt, ‘surviving the financial crisis’. ‘It was…
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ARUN SHETTY
Promoted to portfolio director in March 2017 after ten years at GAM, Arun Shetty looks after clients from HNWs to…
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JENNY TOZER
The Australian-born Jenny Tozer started out in the industry in 2000 by setting up a company offering investment advice to…
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JASON STATHER-LODGE
In the view of Stather-Lodge, clients are more financially aware and cost-conscious than ever before. ‘Sometimes they know the cost…
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MARK SHERWOOD
When gloom hangs over markets, Mark Sherwood doesn’t keep his clients in the dark. Indeed, the equine enthusiast, who joined…
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PATRICK SMILEY
‘We’re committed to growing in a steady way,’ says Patrick Smiley, partner and head of institutional at Smith & Williamson.…
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