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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…

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Benoît Lombard

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

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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.…

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Annelise Peers

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

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Hugh Adlington

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

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Christian Wagner

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

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Tim Bailey

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

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Hugo Bedford

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

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Brenda Zongo

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

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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…

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David Alexander

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

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Chris Cole

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

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Charlotte Filsell

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

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Bertie Dannatt

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

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Matthew Fleming

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

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Jonathan Gage

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

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Edward Goodchild

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

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Harinder Hundle

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

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Andra Ilie

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

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