MARK SULLIVAN
There are significant challenges today for wealth creators. Stonehage Fleming’s emphasis is on succession planning. It’s a niche service which…
By
Wealth
Latest in
Wealth
NATASA WILLIAMS
Wealth managers may be known as a siloed, even secretive set, ever-protective of a hard-won competitive edge, but Nataša Williams…
ByELENA LILEEVA
As UK head of Russia, CIS & Eastern Europe at Pictet Wealth Management, Elena Lileeva is a trusted adviser to…
By
CLEMENT HUTTON-MILLS
‘Despite the challenges that Brexit will bring, London is well positioned to thrive from a wealth management perspective,’ says Clement…
By
JANE SYDENHAM
One of the most memorable moments of Jane Sydenham’s career was, without a doubt, ‘surviving the financial crisis’. ‘It was…
By
ARUN SHETTY
Promoted to portfolio director in March 2017 after ten years at GAM, Arun Shetty looks after clients from HNWs to…
By
JENNY TOZER
The Australian-born Jenny Tozer started out in the industry in 2000 by setting up a company offering investment advice to…
By
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…
By
MARK SHERWOOD
When gloom hangs over markets, Mark Sherwood doesn’t keep his clients in the dark. Indeed, the equine enthusiast, who joined…
By
PATRICK SMILEY
‘We’re committed to growing in a steady way,’ says Patrick Smiley, partner and head of institutional at Smith & Williamson.…
By
JAKOB MEIDAL
‘A good wealth manager needs to be curious, he needs to listen and be close to the clients,’ says Jakob…
By
DUNCAN MACINTYRE
‘This is not a B2B business, this is a human to human business,’ says Duncan MacIntyre, Lombard Odier’s UK CEO.…
By
IAIN TAIT
Following the collapse of Lehman Brothers, Iain Tait was one of the first to notice a gap in the market:…
By
JOHN JOPP
‘The attraction for setting this place up was that we wouldn’t be an organisation setting up our own product,’ says…
By
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…
By
KHALED SAID
Having studied law at Oxford and history at Harvard, and with an MBA from INSEAD, Khaled Saïd is one of…
By
SARAH KIRBY
The past twelve months have been supported by ‘very strong markets which have defied a lot of people’s expectations’, says…
By
RUPERT PHELPS
‘A good wealth manager has a business model that is as aligned to the genuine interests of the clients as…
By
NICOLA BARBER
Nicola Barber, who joined Hambro in 2012, tells Spear’s that plans are in place to double the bank’s AuM in…
By
ANDREW BUTLER-CASSAR
Investec’s past as a family business ensures that it has a host of global entrepreneurial clients while retaining its sense…
By
