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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In the view of Stather-Lodge, clients are more financially aware and cost-conscious than ever before. ‘Sometimes they know the cost…
ByWhen gloom hangs over markets, Mark Sherwood doesn’t keep his clients in the dark. Indeed, the equine enthusiast, who joined…
By‘We’re committed to growing in a steady way,’ says Patrick Smiley, partner and head of institutional at Smith & Williamson.…
By‘A good wealth manager needs to be curious, he needs to listen and be close to the clients,’ says Jakob…
By‘This is not a B2B business, this is a human to human business,’ says Duncan MacIntyre, Lombard Odier’s UK CEO.…
ByFollowing the collapse of Lehman Brothers, Iain Tait was one of the first to notice a gap in the market:…
By‘The attraction for setting this place up was that we wouldn’t be an organisation setting up our own product,’ says…
ByOne of Citi’s star performers, Conor O’Beirne sits on the global giant’s Citigold team, where he manages private clients and…
ByHaving studied law at Oxford and history at Harvard, and with an MBA from INSEAD, Khaled Saïd is one of…
ByThe past twelve months have been supported by ‘very strong markets which have defied a lot of people’s expectations’, says…
By‘A good wealth manager has a business model that is as aligned to the genuine interests of the clients as…
ByNicola Barber, who joined Hambro in 2012, tells Spear’s that plans are in place to double the bank’s AuM in…
ByInvestec’s past as a family business ensures that it has a host of global entrepreneurial clients while retaining its sense…
ByThe newly elected executive vice-president at Lombard Odier spent the past year engaging with his discerning UHNW clientele of ‘increasingly…
ByRosie Bullard is a wealth manager for the post-Lehman age, who wishes to reinstate personal service in a world where…
ByBarker is one of the standout figures at Charles Stanley. Melding old-school charm with a lively understanding of how the…
ByBen Stern’s transition from senior roles at Barclays’ ‘blue chip’ wealth management arm to LPIO’s boutique offering is a reflection…
ByTechnology is ubiquitously touted as the latest game-changer for wealth management, but Darren McDermott takes a more nuanced view: clients…
ByJames Sellon has carved out an important niche in servicing UK-US non-domiciled clients. Maseco, which has 533 households with $1.2…
ByHead of sales for Central and Eastern Europe, Tatyana Savchuk is one of the key figures for Citi’s International Personal…
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