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Wealth

Latest in Wealth

Chris Shepard

Highly regarded among the Spear’s network, Chris Shepard has looked after the tax affairs of families with both inherited and…

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Paul Ayres

Paul Ayres

‘Incredibly, we managed to maintain momentum,’ Paul Ayres tells Spear’s. Despite the challenges brought on by the pandemic, his department…

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Basil Zirinis

‘If an HNW wants to invest/do business in the US, Basil is the go-to,’ one peer enthused when asked to…

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Daniel Sopher

Daniel Sopher doesn’t mince his words. ‘Tax is going up; things are becoming tougher,’ he says. With ‘big changes in…

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Lisa Spearman

Lisa Spearman has described her approach to her work as ‘about making complex issues easy to understand’. It’s not as…

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James Walker

James Walker joined haysmacintyre as a private client tax partner in late 2019 from Buzzacott. He began his career in…

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Greg Limb

Greg Limb

Greg Limb heads up KPMG’s private client team, where he operates in landscapes of ‘tremendous wealth creation’, with HNW clients…

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Julian Nelberg

Julian Nelberg

The fall of Arthur Andersen in 2002 forged a fresh opportunity for several partners in its private client department to…

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James Hender

James Hender

James Hender has advised a broad client base of financial services workers and the first-generation wealthy for many years now.…

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Nicola Roberts

Nicola Roberts

Nicola Roberts is the highly commended head of private clients at Deloitte. She oversees a ‘big, diverse practice’ that does…

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Suzanne Willis

Suzanne Willis

Blick Rothenberg partner Suzanne Willis took top honours among private client tax accountants at last year’s Spear’s Wealth Management Awards…

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Mark Davies

Mark Davies

Mark Davies has described himself as the ‘energy business’ of the offering at his eponymous firm. ‘It’s my job to…

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Alison Hill

Alison Hill

‘I’m definitely a lifer at this point in time,’ jokes Alison Hill as she describes her 22-year career at PwC.…

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David Kilshaw

David Kilshaw

‘There is a good argument to be made that the UK tax system has completely revolutionised itself in the last…

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Victor Dauppe

Victor Dauppe

Victor Dauppe has one simple purpose: to help people structure their affairs. ‘Simple’ being the optimal word: he believes that…

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Simon Weil

With more than 40 years in private practice, Simon Weil’s ‘broader practice’ of private wealth matters is more comprehensive than…

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Wendy Walton

Wendy Walton is one of BDO’s key figures, having climbed the ranks since starting as a trainee. ‘I decided I…

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Iain Younger

Iain Younger’s practice covers ‘a full range of issues’ concerning private clients with ‘proactive, planning-based’ advice based upon ‘a clear…

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Sonal Shah

Sonal Shah’s star is rising in the complex tax and trusts landscape, especially where ‘complicated family dynamics’, long-standing trust matters,…

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