BEN STERN
Ben Stern’s transition from senior roles at Barclays’ ‘blue chip’ wealth management arm to LPIO’s boutique offering is a reflection…
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Wealth
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Wealth
DARREN MCDERMOTT
Technology is ubiquitously touted as the latest game-changer for wealth management, but Darren McDermott takes a more nuanced view: clients…
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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…
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TATYANA SAVCHUK
Head of sales for Central and Eastern Europe, Tatyana Savchuk is one of the key figures for Citi’s International Personal…
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REHMET KASSIM-LAKHA
Rehmet Kassim-Lakha, managing director and a senior banker at JP Morgan, enjoys an impressive international client base rich with financial…
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CHARLES SANFORD
‘Like a conductor in an orchestra, a wealth manager can’t play all the instruments but, without them, it just doesn’t…
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NICK HORNBY
Nick Hornby co-founded Cerno with CIO James Spence when the pair (who Hornby reckons have sat together in ‘at least…
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DOMINIC PEYTON
Dominic Peyton came to the firm in 2010 with niche experience acting for high-earning solicitors and barristers at Coutts. It…
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ALAN MARSHALL
Alan Marshall profoundly understands the nuances of the banking and wealth management world across three financial centres, from Threadneedle Street…
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PENNY LOVELL
Penny Lovell is the name to know at Close Brothers, a group of ‘inherently conservative investors’ that looks after around…
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JOHN LANGRISH
James Hambro’s head of investments and portfolio management is celebrating 30 years in wealth management this year. ‘I’ve been around…
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JAMES HORNIMAN
‘Being a wealth manager is a bit like being a psychiatrist with money,’ says James Horniman, a partner and portfolio…
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ANDREW HESS
Andrew Hess is in his 18th year at Rathbones and has built an impressive book of business, managing discretionary investment…
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PETER GALE
The HNW population might be booming, but that hasn’t stopped a fierce battle for market share among London’s wealth managers,…
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DOMINIC EPTON
Dominic Epton has made a zigzag journey into wealth management, beginning his career at law firm Ashurst before joining Rothschild’s…
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ANNA CROZE
‘We look for stronger, stable companies to own for the long term,’ says Anna Croze, explaining her approach to choosing…
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RUSTY ELVIDGE
Rusty Elvidge is without doubt one of the leading figures at Credit Suisse, having been in its London UHNW private…
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CORDELIA BOWDERY
‘Everyone does their research – everyone’s got their quant screens – but what I think is interesting here is that,…
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ANNABEL BOSMAN
Annabel Bosman is now installed as the head of a team of 20 at Julius Baer, a success story in…
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CLARE ANDERSON
Clare Anderson joined Cazenove three days after graduation ‘to earn money and go travelling’, she says, laughing. Twenty years and…
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