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Wealth

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Nicholas Grant

Last year Psigma merged with sister company PSFM Ltd to become Punter Southall Wealth, meaning it is able to provide…

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James Horniman

Although James Hambro’s portfolios did go down during the first quarter when coronavirus struck, the quality stocks that the firm…

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James Johnsen

James Johnsen joined the investment world after a career in the military. The Old Etonian, who also has an MA…

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Craig Lewis

Craig Lewis is responsible for looking after Edmond de Rothschild’s key clients and family offices from its Monaco office. He…

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Julien Sevaux

‘We’ve done well,’ says Julien Sevaux of new boutique Eighteen48. ‘It’s validated our view of having portfolios that are reasonably…

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Theophanis Theophanous

Since being recruited by Barclays in 2011, Theophanis Theophanous has blazed an impressive trail in the private client space with…

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David Malpas

‘So far so good’ is how David Malpas describes business at Vermeer Partners. The former Quilter Cheviot partner was a…

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James Wilcox

Since James Wilcox and entrepreneur Hussam Otaibi restructured the Swiss-based Floreat in 2011 to form an investment boutique on Grosvenor…

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Charles Marment

‘There will be a real clamour for high-quality assets, whether it’s land or property or a good share,’ reveals Charles…

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Alan & Gina Miller

A significant number of active managers have not protected investors as might have been assumed,’ wrote Alan Miller in a…

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Neil Moles

‘We have to guide people out of this now. We’re not thinking doom and gloom any more,’ says Neil Moles,…

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Christopher Rose

‘We get out of bed to ensure that two plus two makes four and a half consistently,’ Christopher Rose previously…

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James de Broë-Ferguson

James de Broë-Ferguson

‘Very opaque’ is the description that Investec’s amiable investment director James de Broë-Ferguson offers when talking about what the future…

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Jane Sydenham

Jane Sydenham has previously told Spear’s that one of her most memorable career moments is ‘surviving the financial crisis’, so…

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Jeremy Vaughan

‘In the last year we have made very good progress,’ Jeremy Vaughan tells Spear’s. ‘We’ve expanded client numbers, expanded our…

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Ross Elder

Ross Elder is the driving force behind Lincoln Private Investment Office, which looks after about 150 families with minimum investments…

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Peter Gale

Peter Gale

‘Times of crisis tend to be times of great opportunity to us,’ says Peter Gale. He tells Spear’s how in…

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Nick Astley

Nick Astley is all about ‘clear communication’, especially during a crisis. ‘The investment world is notorious for its use of…

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Bandish Gudka

Bandish Gudka

Spear’s checks in on Bandish Gudka during the lockdown, and he is thrilled to talk. ‘In a really macabre sense,…

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