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…
By
Wealth
Latest in
Wealth
MARK SHERWOOD
When gloom hangs over markets, Mark Sherwood doesn’t keep his clients in the dark. Indeed, the equine enthusiast, who joined…
By
PATRICK SMILEY
‘We’re committed to growing in a steady way,’ says Patrick Smiley, partner and head of institutional at Smith & Williamson.…
By
JAKOB MEIDAL
‘A good wealth manager needs to be curious, he needs to listen and be close to the clients,’ says Jakob…
By
DUNCAN MACINTYRE
‘This is not a B2B business, this is a human to human business,’ says Duncan MacIntyre, Lombard Odier’s UK CEO.…
By
IAIN TAIT
Following the collapse of Lehman Brothers, Iain Tait was one of the first to notice a gap in the market:…
By
JOHN JOPP
‘The attraction for setting this place up was that we wouldn’t be an organisation setting up our own product,’ says…
By
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…
By
KHALED SAID
Having studied law at Oxford and history at Harvard, and with an MBA from INSEAD, Khaled Saïd is one of…
By
SARAH KIRBY
The past twelve months have been supported by ‘very strong markets which have defied a lot of people’s expectations’, says…
By
RUPERT PHELPS
‘A good wealth manager has a business model that is as aligned to the genuine interests of the clients as…
By
NICOLA BARBER
Nicola Barber, who joined Hambro in 2012, tells Spear’s that plans are in place to double the bank’s AuM in…
By
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…
By
ROSIE BULLARD
Rosie Bullard is a wealth manager for the post-Lehman age, who wishes to reinstate personal service in a world where…
By
FREDDY BARKER
Barker is one of the standout figures at Charles Stanley. Melding old-school charm with a lively understanding of how the…
By
BEN STERN
Ben Stern’s transition from senior roles at Barclays’ ‘blue chip’ wealth management arm to LPIO’s boutique offering is a reflection…
By
DARREN MCDERMOTT
Technology is ubiquitously touted as the latest game-changer for wealth management, but Darren McDermott takes a more nuanced view: clients…
By
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…
By
TATYANA SAVCHUK
Head of sales for Central and Eastern Europe, Tatyana Savchuk is one of the key figures for Citi’s International Personal…
By