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Wealth

Latest in Wealth

Annamaria Koerling

‘Identify the staying power of your investment,’ says Annamaria Koerling, sharing the essence of her advice to international families since…

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Alistair Morgan

Alistair Morgan is the CEO of Mishcon de Reya’s private office arm MDR Mayfair, which was created to provide discreet…

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Rupert Phelps

Rupert Phelps once remarked that his ‘natural habitat’ was the Square Mile. But when Spear’s catches up with him this…

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Kate Leppard

‘We did a lot of work in 2019 on our digital capability, and it proved invaluable this year when we…

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Charlie Hoffman

Charlie Hoffman

Success, in terms of revenues for a wealth management business, will naturally follow if the service ‘puts the client at…

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Nick Hornby

Nick Hornby

One of the reasons that working from home during lockdown hasn’t been unduly difficult for Nick Hornby is, he says,…

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Jeremy Knowland

Jeremy Knowland

‘We probably had our strongest performance in terms of new client acquisition for the UK business than I can remember,’…

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Jeremy Knowland

Jeremy Knowland

‘We probably had our strongest performance in terms of new client acquisition for the UK business than I can remember,’…

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Duncan MacIntyre

Duncan MacIntyre

When the crisis took hold there was ‘a sense of collective shock’, says Lombard Odier’s chief executive Duncan MacIntyre. But,…

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Giles Pascoe

Giles Pascoe

‘We want to be absolutely pivotal to a small number of very material people,’ says Giles Pascoe, the leader of…

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Patrick Smiley

Patrick Smiley

After rebutting Spear’s question about what the coronavirus crisis has meant for the wealth of his clients with a reminder…

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Camilla Stowell

Camilla Stowell

2019 was an excellent year for Coutts. With Camilla Stowell at the helm of investment management, it achieved a 15…

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James Whittaker

James Whittaker

‘It’ll be interesting to see what happens,’ James Whittaker says of the future of work and travel, having chosen the…

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Steve Atkinson

2019 was the third consecutive year of top-line growth for Standard Chartered, with the business generating income of $577 million…

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Charles Costa Duarte

Charles Costa Duarte

‘The big challenge for wealth managers now is to reassure clients and keep them calm.’ So says Charles Costa Duarte,…

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James Barton

‘It was clear to us in February that this was quite serious,’ James Barton tells Spear’s. ‘Ten per cent of…

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