Carney’s right: it’s too soon to raise rates
News that Bank of England chief economist Andy Haldane is breaking ranks from his boss Mark Carney and backing an…
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Wealth
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Wealth
AMIT KOTHA
Few bankers enjoy the same trust and respect among the UK’s growing number of South-East Asian UHNW residents as Amit…
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JEREMY KNOWLAND
Jeremy Knowland’s first foray into wealth management came on his 14th birthday, when his father gave him a selection of…
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CHARLIE HOFFMAN
A peer observes: ‘Charlie Hoffman is unmatched at providing a personal service while leveraging a huge organisation.’ When Spear’s speaks…
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WILLIAM DRAKE
If you were looking to navigate the labyrinth that is wealth management, the chances are someone would recommend that you…
ByREMÍ FRANK
Rémi Frank joined the BNP Paribas group as a trader, later becoming head of Asia FX options in Paris, Singapore,…
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DINA DE ANGELO
Dina de Angelo has spent her entire career as a private banker, working with large families and family offices –…
ByROBERT MCINTYRE
A senior banker who holds one of Barclays’ ‘largest client books’, Robert McIntyre is proud of the ‘very long-established, eclectic…
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LEE ROBERTSON
‘A very good start to the year,’ Lee Robertson says. The former Spear’s Wealth Manager of the Year has recently…
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ROSS CIESLA
The charming Ciesla treats Spear’s to a delicious cup of Fairtrade coffee before explaining Veritas’s new brainstorming strategy: ‘Negspresso.’ It’s…
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CHARLES WHITE
Charles White – who is described as a ‘class act’ by one impressed peer – is particularly focused on preservation…
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MATTHEW SHARP
Matthew Sharp joined Psigma from HSBC in 2002 and manages a variety of investment mandates, implementing inflation-based asset allocation solutions.…
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RAQUEL SANTOS SILVA
Raquel Santos Silva started out as an investment banker but was drawn to wealth management because it allowed her to…
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JIM BOULEY
Arizona-born Jim Bouley is an industry sage. When Spear’s asks him the greatest lesson he has learned, he says: ‘Never…
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KATHARINE TAYLOR
The majority of Katharine Taylor’s clients are entrepreneurs, many of them in sports, media and entertainment. ‘They are looking for…
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PETER THOMPSON
Peter Thompson describes for Spear’s a changing world: he joined St James’s Place in 1992 (‘the 50th partner to join’)…
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JAMIE BLACK
Jamie Black is a wealth manager who is prepared to stand by his portfolios. ‘My pension is 100 per cent…
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NANDU PATEL
Nandu Patel is known for his charities work, so he’s well placed at Rothschild, which has 80 charity clients. ‘Most…
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ALGERNON PERCY
Algernon Percy has big plans for Waverton: the firm continues to expand its focus, having rebranded from JO Hambro Investment…
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HELEN MCDONALD
It’s not often that women come back to a career in financial services after an 11-year break, but Helen McDonald…
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