Wealth

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MARK SHERWOOD

MARK SHERWOOD

When gloom hangs over markets, Mark Sherwood doesn’t keep his clients in the dark. Indeed, the equine enthusiast, who joined…

By Rasika Sittamparam
PATRICK SMILEY

PATRICK SMILEY

‘We’re committed to growing in a steady way,’ says Patrick Smiley, partner and head of institutional at Smith & Williamson.…

By Rasika Sittamparam
JAKOB MEIDAL

JAKOB MEIDAL

‘A good wealth manager needs to be curious, he needs to listen and be close to the clients,’ says Jakob…

By Spear's
IAIN TAIT

IAIN TAIT

Following the collapse of Lehman Brothers, Iain Tait was one of the first to notice a gap in the market:…

By Rasika Sittamparam
JOHN JOPP

JOHN JOPP

‘The attraction for setting this place up was that we wouldn’t be an organisation setting up our own product,’ says…

By Rasika Sittamparam
SARAH KIRBY

SARAH KIRBY

The past twelve months have been supported by ‘very strong markets which have defied a lot of people’s expectations’, says…

By Rasika Sittamparam
RUPERT PHELPS

RUPERT PHELPS

‘A good wealth manager has a business model that is as aligned to the genuine interests of the clients as…

By Spear's
NICOLA BARBER

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 Spear's
FREDDY BARKER

FREDDY BARKER

Barker is one of the standout figures at Charles Stanley. Melding old-school charm with a lively understanding of how the…

By Rasika Sittamparam
BEN STERN

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 Rasika Sittamparam
DARREN MCDERMOTT

DARREN MCDERMOTT

Technology is ubiquitously touted as the latest game-changer for wealth management, but Darren McDermott takes a more nuanced view: clients…

By Rasika Sittamparam
JAMES SELLON

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 Rasika Sittamparam
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