JAKOB MEIDAL
‘A good wealth manager needs to be curious, he needs to listen and be close to the clients,’ says Jakob…
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DUNCAN MACINTYRE
‘This is not a B2B business, this is a human to human business,’ says Duncan MacIntyre, Lombard Odier’s UK CEO.…
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IAIN TAIT
Following the collapse of Lehman Brothers, Iain Tait was one of the first to notice a gap in the market:…
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JOHN JOPP
‘The attraction for setting this place up was that we wouldn’t be an organisation setting up our own product,’ says…
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CONOR O’BEIRNE
One of Citi’s star performers, Conor O’Beirne sits on the global giant’s Citigold team, where he manages private clients and…
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KHALED SAID
Having studied law at Oxford and history at Harvard, and with an MBA from INSEAD, Khaled Saïd is one of…
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SARAH KIRBY
The past twelve months have been supported by ‘very strong markets which have defied a lot of people’s expectations’, says…
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RUPERT PHELPS
‘A good wealth manager has a business model that is as aligned to the genuine interests of the clients as…
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NICOLA BARBER
Nicola Barber, who joined Hambro in 2012, tells Spear’s that plans are in place to double the bank’s AuM in…
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ANDREW BUTLER-CASSAR
Investec’s past as a family business ensures that it has a host of global entrepreneurial clients while retaining its sense…
ByKARL AUERSPERG-BREUNNER
The newly elected executive vice-president at Lombard Odier spent the past year engaging with his discerning UHNW clientele of ‘increasingly…
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ROSIE BULLARD
Rosie Bullard is a wealth manager for the post-Lehman age, who wishes to reinstate personal service in a world where…
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FREDDY BARKER
Barker is one of the standout figures at Charles Stanley. Melding old-school charm with a lively understanding of how the…
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BEN STERN
Ben Stern’s transition from senior roles at Barclays’ ‘blue chip’ wealth management arm to LPIO’s boutique offering is a reflection…
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DARREN MCDERMOTT
Technology is ubiquitously touted as the latest game-changer for wealth management, but Darren McDermott takes a more nuanced view: clients…
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JAMES SELLON
James Sellon has carved out an important niche in servicing UK-US non-domiciled clients. Maseco, which has 533 households with $1.2…
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TATYANA SAVCHUK
Head of sales for Central and Eastern Europe, Tatyana Savchuk is one of the key figures for Citi’s International Personal…
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REHMET KASSIM-LAKHA
Rehmet Kassim-Lakha, managing director and a senior banker at JP Morgan, enjoys an impressive international client base rich with financial…
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CHARLES SANFORD
‘Like a conductor in an orchestra, a wealth manager can’t play all the instruments but, without them, it just doesn’t…
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NICK HORNBY
Nick Hornby co-founded Cerno with CIO James Spence when the pair (who Hornby reckons have sat together in ‘at least…
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