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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JONATHAN GOLD
Jonathan Gold, a director at RBC Wealth Management, has spent much of the past year focused on striking the right…
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PAUL DENMAN
‘At Arbuthnot’s, we know our clients very well,’ says Paul Denman, the head of the family office team at the…
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ROBERT PAUL
Robert Paul, the engaging executive director at London & Capital, notes that the allocation of globally dispersed assets used to…
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Argentina issues landmark century bond launch
Forget 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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AASTHA GURBAX
JP Morgan’s newly risen star Aastha Gurbax is personable, articulate and a breath of fresh air – useful traits to…
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Buying a second home in the sun? Get a UK lawyer involved
While the prospect of a second home in the sun is exciting for many, it’s crucial not to overlook the…
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JOHN DERRICK
‘Brexit or no Brexit, clients want to have long-term direct assets that fit their real estate asset allocation,’ says John…
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RICHARD BRASS
‘There is no time to reflect. Lots to do,’ exclaims Richard Brass, Berenberg’s head of UK wealth and asset management…
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