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 SittamparamTechnology 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…
ByRehmet Kassim-Lakha, managing director and a senior banker at JP Morgan, enjoys an impressive international client base rich with financial…
By‘Like a conductor in an orchestra, a wealth manager can’t play all the instruments but, without them, it just doesn’t…
ByNick Hornby co-founded Cerno with CIO James Spence when the pair (who Hornby reckons have sat together in ‘at least…
ByDominic Peyton came to the firm in 2010 with niche experience acting for high-earning solicitors and barristers at Coutts. It…
ByAlan Marshall profoundly understands the nuances of the banking and wealth management world across three financial centres, from Threadneedle Street…
ByPenny Lovell is the name to know at Close Brothers, a group of ‘inherently conservative investors’ that looks after around…
ByJames Hambro’s head of investments and portfolio management is celebrating 30 years in wealth management this year. ‘I’ve been around…
By‘Being a wealth manager is a bit like being a psychiatrist with money,’ says James Horniman, a partner and portfolio…
ByAndrew Hess is in his 18th year at Rathbones and has built an impressive book of business, managing discretionary investment…
ByThe HNW population might be booming, but that hasn’t stopped a fierce battle for market share among London’s wealth managers,…
ByDominic Epton has made a zigzag journey into wealth management, beginning his career at law firm Ashurst before joining Rothschild’s…
By‘We look for stronger, stable companies to own for the long term,’ says Anna Croze, explaining her approach to choosing…
ByRusty Elvidge is without doubt one of the leading figures at Credit Suisse, having been in its London UHNW private…
By‘Everyone does their research – everyone’s got their quant screens – but what I think is interesting here is that,…
ByAnnabel Bosman is now installed as the head of a team of 20 at Julius Baer, a success story in…
ByClare Anderson joined Cazenove three days after graduation ‘to earn money and go travelling’, she says, laughing. Twenty years and…
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