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Wealth

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ALAN MARSHALL

ALAN MARSHALL

Alan Marshall profoundly understands the nuances of the banking and wealth management world across three financial centres, from Threadneedle Street…

By Rasika Sittamparam
PENNY LOVELL

PENNY LOVELL

Penny Lovell is the name to know at Close Brothers, a group of ‘inherently conservative investors’ that looks after around…

By Rasika Sittamparam
JOHN LANGRISH

JOHN LANGRISH

James Hambro’s head of investments and portfolio management is celebrating 30 years in wealth management this year. ‘I’ve been around…

By Spear's
JAMES HORNIMAN

JAMES HORNIMAN

‘Being a wealth manager is a bit like being a psychiatrist with money,’ says James Horniman, a partner and portfolio…

By Spear's
ANDREW HESS

ANDREW HESS

Andrew Hess is in his 18th year at Rathbones and has built an impressive book of business, managing discretionary investment…

By Rasika Sittamparam
PETER GALE

PETER GALE

The HNW population might be booming, but that hasn’t stopped a fierce battle for market share among London’s wealth managers,…

By Rasika Sittamparam
DOMINIC EPTON

DOMINIC EPTON

Dominic Epton has made a zigzag journey into wealth management, beginning his career at law firm Ashurst before joining Rothschild’s…

By Rasika Sittamparam
ANNA CROZE

ANNA CROZE

‘We look for stronger, stable companies to own for the long term,’ says Anna Croze, explaining her approach to choosing…

By Rasika Sittamparam
CLARE ANDERSON

CLARE ANDERSON

Clare Anderson joined Cazenove three days after graduation ‘to earn money and go travelling’, she says, laughing. Twenty years and…

By Spear's
VIKRAM ANAND

VIKRAM ANAND

Vikram Anand has a 15-year relationship with the global South Asian diaspora – a fact which is helping to establish…

By Rasika Sittamparam
TIM EASTWOOD

TIM EASTWOOD

‘In 15 years, UBS has moved from asset gatherer to investment manager,’ says Tim Eastwood. ‘But post-crisis we’ve reinvented ourselves.…

By Rasika Sittamparam
JONATHAN RUFFER

JONATHAN RUFFER

‘In the investment world, you’re always a baby, you never know what happens next,’ says the remarkable Jonathan Ruffer, a…

By Rasika Sittamparam
ALAN & GINA MILLER

ALAN & GINA MILLER

The Millers have been shaking things up long before their headline-grabbing battle against Brexit. Frustrated with the industry’s lack of…

By Rasika Sittamparam
GILES CROWE

GILES CROWE

‘My clients are typically UK or Irish residents who are self-made, worldly and very wealthy individuals and their families looking…

By Rasika Sittamparam
JEREMY HERVEY

JEREMY HERVEY

‘If you have a wide spread of interests, a career in wealth management works very well,’ says Jeremy Hervey, who…

By Spear's
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