WILLIAM DRAKE
If you were looking to navigate the labyrinth that is wealth management, the chances are someone would recommend that you…
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If you were looking to navigate the labyrinth that is wealth management, the chances are someone would recommend that you…
ByRémi Frank joined the BNP Paribas group as a trader, later becoming head of Asia FX options in Paris, Singapore,…
ByDina de Angelo has spent her entire career as a private banker, working with large families and family offices –…
ByA senior banker who holds one of Barclays’ ‘largest client books’, Robert McIntyre is proud of the ‘very long-established, eclectic…
By‘A very good start to the year,’ Lee Robertson says. The former Spear’s Wealth Manager of the Year has recently…
ByThe charming Ciesla treats Spear’s to a delicious cup of Fairtrade coffee before explaining Veritas’s new brainstorming strategy: ‘Negspresso.’ It’s…
ByCharles White – who is described as a ‘class act’ by one impressed peer – is particularly focused on preservation…
ByMatthew Sharp joined Psigma from HSBC in 2002 and manages a variety of investment mandates, implementing inflation-based asset allocation solutions.…
ByRaquel Santos Silva started out as an investment banker but was drawn to wealth management because it allowed her to…
ByArizona-born Jim Bouley is an industry sage. When Spear’s asks him the greatest lesson he has learned, he says: ‘Never…
ByThe majority of Katharine Taylor’s clients are entrepreneurs, many of them in sports, media and entertainment. ‘They are looking for…
ByPeter Thompson describes for Spear’s a changing world: he joined St James’s Place in 1992 (‘the 50th partner to join’)…
ByJamie Black is a wealth manager who is prepared to stand by his portfolios. ‘My pension is 100 per cent…
ByNandu Patel is known for his charities work, so he’s well placed at Rothschild, which has 80 charity clients. ‘Most…
ByAlgernon Percy has big plans for Waverton: the firm continues to expand its focus, having rebranded from JO Hambro Investment…
ByIt’s not often that women come back to a career in financial services after an 11-year break, but Helen McDonald…
ByJonathan Gold, a director at RBC Wealth Management, has spent much of the past year focused on striking the right…
By‘At Arbuthnot’s, we know our clients very well,’ says Paul Denman, the head of the family office team at the…
ByRobert Paul, the engaging executive director at London & Capital, notes that the allocation of globally dispersed assets used to…
ByForget steak and wine: is debt Argentina’s new delicacy? Matthew Hardeman reports Argentina issued a 100-year dollar-denominated bond this week…
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