Without philanthropists, the Old Vic ‘would be a car park or a block of flats’
Without philanthropy, the Old Vic wouldn’t exist. The show must go on, say two of its leading lights Tina Alexandrou…
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Wealth management opinion: Time to get active
Europe’s UHNWs and their wealth managers need to adjust their approach to risk in the second half of 2020, says…
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Wealth management opinion: ‘This year our industry has a chance to show its value’
The chaos of the pandemic offers the industry a chance to develop, writes Nataša Williams Reference to ‘disruption’ and ‘disruptors’…
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The Spear’s Wealth Management Index 2020
The world has changed for everyone in the past six months, and the wealth managers in our index recognise that…
ByJamie Black
The past 12 months have yielded ‘particularly strong’ results for Jamie Black, who says Sarasin has retained ‘top-quartile’ position versus…
ByJim Bouley
Jim Bouley’s will celebrate his 40th anniversary in wealth management next year. The Arizona native has seen markets at their…
ByRoddy Boulton
Roddy Boulton is a highly respected private banker who left Credit Suisse after ‘nine fab years’ in June 2019 to…
ByLogie Fitzwilliams
Logie Fitzwilliams opened Brown Advisory’s London office in 2008, bringing bespoke investment portfolios and strategic advice. ‘Everyone who works at…
ByAastha Gurbax
‘We have to make sure that clients feel not just invested but engaged at this point,’ says Aastha Gurbax. JP…
ByNuno Tarrana de Sousa
Nuno Tarrana de Sousa entered the investment world from a more clinical landscape. The Imperial College biochem grad started his…
ByRennie Hoare
‘For nine out of every ten years, external commentators wonder why on earth we don’t have more risk in the…
ByKhaled Said
‘We’ve got a little bit of a cult following now,’ the affable Khaled Said tells Spear’s across Zoom. CapGen sees…
ByGeorgios Ercan
Astute, affable and straight talking, Georgios Ercan is the front-man handling key client relationships at Dolfin. One of the main…
ByNicholas Grant
Last year Psigma merged with sister company PSFM Ltd to become Punter Southall Wealth, meaning it is able to provide…
ByJames Horniman
Although James Hambro’s portfolios did go down during the first quarter when coronavirus struck, the quality stocks that the firm…
ByJulien Sevaux
‘We’ve done well,’ says Julien Sevaux of new boutique Eighteen48. ‘It’s validated our view of having portfolios that are reasonably…
ByJames Johnsen
James Johnsen joined the investment world after a career in the military. The Old Etonian, who also has an MA…
ByCraig Lewis
Craig Lewis is responsible for looking after Edmond de Rothschild’s key clients and family offices from its Monaco office. He…
ByTheophanis Theophanous
Since being recruited by Barclays in 2011, Theophanis Theophanous has blazed an impressive trail in the private client space with…
ByDavid 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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