JANE SYDENHAM
One of the most memorable moments of Jane Sydenham’s career was, without a doubt, ‘surviving the financial crisis’. ‘It was…
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ARUN SHETTY
Promoted to portfolio director in March 2017 after ten years at GAM, Arun Shetty looks after clients from HNWs to…
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JENNY TOZER
The Australian-born Jenny Tozer started out in the industry in 2000 by setting up a company offering investment advice to…
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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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MARK SHERWOOD
When gloom hangs over markets, Mark Sherwood doesn’t keep his clients in the dark. Indeed, the equine enthusiast, who joined…
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PATRICK SMILEY
‘We’re committed to growing in a steady way,’ says Patrick Smiley, partner and head of institutional at Smith & Williamson.…
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JAKOB MEIDAL
‘A good wealth manager needs to be curious, he needs to listen and be close to the clients,’ says Jakob…
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DUNCAN MACINTYRE
‘This is not a B2B business, this is a human to human business,’ says Duncan MacIntyre, Lombard Odier’s UK CEO.…
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IAIN TAIT
Following the collapse of Lehman Brothers, Iain Tait was one of the first to notice a gap in the market:…
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JOHN JOPP
‘The attraction for setting this place up was that we wouldn’t be an organisation setting up our own product,’ says…
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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…
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KHALED SAID
Having studied law at Oxford and history at Harvard, and with an MBA from INSEAD, Khaled Saïd is one of…
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SARAH KIRBY
The past twelve months have been supported by ‘very strong markets which have defied a lot of people’s expectations’, says…
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RUPERT PHELPS
‘A good wealth manager has a business model that is as aligned to the genuine interests of the clients as…
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NICOLA BARBER
Nicola Barber, who joined Hambro in 2012, tells Spear’s that plans are in place to double the bank’s AuM in…
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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…
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ROSIE BULLARD
Rosie Bullard is a wealth manager for the post-Lehman age, who wishes to reinstate personal service in a world where…
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FREDDY BARKER
Barker is one of the standout figures at Charles Stanley. Melding old-school charm with a lively understanding of how the…
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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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