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Wealth

Latest in Wealth

Jamie Black

The past 12 months have yielded ‘particularly strong’ results for Jamie Black, who says Sarasin has retained ‘top-quartile’ position versus…

By Rasika Sittamparam

Jim Bouley

Jim Bouley’s will celebrate his 40th anniversary in wealth management next year. The Arizona native has seen markets at their…

By Spear's

Roddy Boulton

Roddy Boulton is a highly respected private banker who left Credit Suisse after ‘nine fab years’ in June 2019 to…

By Spear's

Nuno Tarrana de Sousa

Nuno Tarrana de Sousa entered the investment world from a more clinical landscape. The Imperial College biochem grad started his…

By Spear's

Logie Fitzwilliams

Logie Fitzwilliams opened Brown Advisory’s London office in 2008, bringing bespoke investment portfolios and strategic advice. ‘Everyone who works at…

By Spear's

Aastha Gurbax

‘We have to make sure that clients feel not just invested but engaged at this point,’ says Aastha Gurbax. JP…

By Spear's

Rennie Hoare

‘For nine out of every ten years, external commentators wonder why on earth we don’t have more risk in the…

By Spear's

Khaled Said

‘We’ve got a little bit of a cult following now,’ the affable Khaled Said tells Spear’s across Zoom. CapGen sees…

By Spear's

Georgios Ercan

Astute, affable and straight talking, Georgios Ercan is the front-man handling key client relationships at Dolfin. One of the main…

By Spear's

Nicholas Grant

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

By Spear's

James Horniman

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

By Spear's

James Johnsen

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

By Spear's
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