Jean-Claude Erné
Jean-Claude Erné had an unusual start to his career after he graduated as a law student in 1988. He was…
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Josh Matthews
Josh Matthews retains his place in our top ten after winning the HNW Asset Manager of the Year award at…
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Charlotte Ransom
When Netwealth launched four years ago, it had no intention of fitting into an established mould of wealth management. Speaking…
ByAndreas Feller
For Andreas Feller, Julius Baer’s head of German-speaking Switzerland, what marks his firm out is its ‘proximity to clients’. ‘We…
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Petronella West
Petronella West always makes the time to interact with Spear’s, even if it is in the midst of a transition…
ByThomas Frauenlob
Thomas Frauenlob oversees the investment strategies and relationship management services at UBS’s Zurich office. The bank’s 2020 messaging presents hard…
ByBenoît Lombard
Portfolios are being increasingly polarised between passive and active management, but Benoît Lombard strongly believes in active management ‘rooted in…
ByLaurence 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.…
ByAnnelise Peers
‘As an Anglo-Saxon bank with its roots in sub-Saharan Africa, we are cognisant of the complexity of international clients with…
ByLaurent Gagnebin
Laurent Gagnebin co-heads Rothschild & Co’s wealth management division, which has €36 billion under management, working in tandem with his…
ByHugh Adlington
Hugh Adlington’s debut in this index confirms the development of Close Brothers into a bona fide wealth management big-hitter. The…
ByChristian Wagner
When Spear’s asked a UK and Swiss-focused wealth manager to recommend an outstanding Swiss adviser, he named Christian Wagner as…
ByTim Bailey
Cazenove is a staple in the investment world, with a loyal and long-standing base of both clients and staff. It’s…
ByHugo Bedford
Hugo Bedford was running HSBC UK’s HNW investment management desk before moving to JM Finn in 2006, where he has…
ByBrenda Zongo
HSBC Private Banking’s base in Geneva offers its broad array of clients advice on investments and wealth planning as well…
ByPeter Clark
Peter Clark, Tilney Group’s managing director since 2006, has told Spear’s that when it comes to smart investments it’s all…
ByDavid Alexander
David Alexander founded AAG Wealth Management in 1995 and stayed until it was subject to a management buyout in 2016.…
ByChris Cole
Having started in 2017, Lockhart Capital Management’s AuM of £400 million is not to be sniffed at. ‘It’s really building…
ByCharlotte Filsell
Charlotte Filsell, who spearheads Sandaire’s family relationships arm, gives Spear’s a view of how family offices are reacting to the…
ByBertie 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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