View all newsletters
Have the short, sharp Spear's newsletter delivered to your inbox each week

Wealth

Latest in Wealth

Laurent Gagnebin

Laurent Gagnebin co-heads Rothschild & Co’s wealth management division, which has €36 billion under management, working in tandem with his…

By Spear's

Benoît Lombard

Portfolios are being increasingly polarised between passive and active management, but Benoît Lombard strongly believes in active management ‘rooted in…

By Spear's

Laurence Mandrile-Aguirre

Nice-born Laurence Mandrile-Aguirre found out she had a knack for UHNW service in her first role at Citi’s Monaco branch.…

By Spear's

Annelise Peers

‘As an Anglo-Saxon bank with its roots in sub-Saharan Africa, we are cognisant of the complexity of international clients with…

By Spear's

Hugh Adlington

Hugh Adlington’s debut in this index confirms the development of Close Brothers into a bona fide wealth management big-hitter. The…

By Spear's

Christian Wagner

When Spear’s asked a UK and Swiss-focused wealth manager to recommend an outstanding Swiss adviser, he named Christian Wagner as…

By Spear's

Tim Bailey

Cazenove is a staple in the investment world, with a loyal and long-standing base of both clients and staff. It’s…

By Spear's

Hugo Bedford

Hugo Bedford was running HSBC UK’s HNW investment management desk before moving to JM Finn in 2006, where he has…

By Spear's

Brenda Zongo

HSBC Private Banking’s base in Geneva offers its broad array of clients advice on investments and wealth planning as well…

By Spear's

Peter Clark

Peter Clark, Tilney Group’s managing director since 2006, has told Spear’s that when it comes to smart investments it’s all…

By Spear's

David Alexander

David Alexander founded AAG Wealth Management in 1995 and stayed until it was subject to a management buyout in 2016.…

By Spear's

Chris Cole

Having started in 2017, Lockhart Capital Management’s AuM of £400 million is not to be sniffed at. ‘It’s really building…

By Spear's

Charlotte Filsell

Charlotte Filsell, who spearheads Sandaire’s family relationships arm, gives Spear’s a view of how family offices are reacting to the…

By Spear's

Bertie Dannatt

In the second half of March, Ruffer chose to take a gamble with its strategy as the extent of the…

By Spear's

Matthew Fleming

A consummate authority of the family office world, Stonehage Fleming’s head of family governance and succession is typically erudite when…

By Spear's

Jonathan Gage

‘Trust’ is the word that Jonathan Gage mentions several times to Spear’s when we catch up over the phone. The…

By Spear's

Edward Goodchild

While Edward Goodchild’s clients have ‘enough wealth that they don’t have immediate concerns’ about the crisis, he says they are…

By Spear's

Harinder Hundle

A ‘small revolution in wealth management’ was how Spear’s described TwinFocus when it met London partner Harinder Hundle last year.…

By Spear's

Andra Ilie

KPMG’s senior manager of family office and governance Andra Ilie joined the firm from Knox Private Office last year. KPMG…

By Spear's
Select and enter your email address The short, sharp email newsletter from Spear’s
  • Business owner/co-owner
  • CEO
  • COO
  • CFO
  • CTO
  • Chairperson
  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
Visit our privacy policy for more information about our services, how Progressive Media Investments may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications.
Thank you

Thanks for subscribing.

Websites in our network