David Alexander
David Alexander founded AAG Wealth Management in 1995 and stayed until it was subject to a management buyout in 2016.…
ByWealth
Latest in
Wealth
Chris 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…
ByMatthew Fleming
A consummate authority of the family office world, Stonehage Fleming’s head of family governance and succession is typically erudite when…
ByJonathan Gage
‘Trust’ is the word that Jonathan Gage mentions several times to Spear’s when we catch up over the phone. The…
ByEdward Goodchild
While Edward Goodchild’s clients have ‘enough wealth that they don’t have immediate concerns’ about the crisis, he says they are…
ByHarinder Hundle
A ‘small revolution in wealth management’ was how Spear’s described TwinFocus when it met London partner Harinder Hundle last year.…
ByAndra Ilie
KPMG’s senior manager of family office and governance Andra Ilie joined the firm from Knox Private Office last year. KPMG…
ByAnnamaria Koerling
‘Identify the staying power of your investment,’ says Annamaria Koerling, sharing the essence of her advice to international families since…
ByAlistair Morgan
Alistair Morgan is the CEO of Mishcon de Reya’s private office arm MDR Mayfair, which was created to provide discreet…
ByRupert Phelps
Rupert Phelps once remarked that his ‘natural habitat’ was the Square Mile. But when Spear’s catches up with him this…
ByKate Leppard
‘We did a lot of work in 2019 on our digital capability, and it proved invaluable this year when we…
By
Charlie Hoffman
Success, in terms of revenues for a wealth management business, will naturally follow if the service ‘puts the client at…
By
Nick Hornby
One of the reasons that working from home during lockdown hasn’t been unduly difficult for Nick Hornby is, he says,…
By
Jeremy Knowland
‘We probably had our strongest performance in terms of new client acquisition for the UK business than I can remember,’…
By Jeremy Knowland
‘We probably had our strongest performance in terms of new client acquisition for the UK business than I can remember,’…
By
Duncan MacIntyre
When the crisis took hold there was ‘a sense of collective shock’, says Lombard Odier’s chief executive Duncan MacIntyre. But,…
By
Giles Pascoe
‘We want to be absolutely pivotal to a small number of very material people,’ says Giles Pascoe, the leader of…
By
Patrick Smiley
After rebutting Spear’s question about what the coronavirus crisis has meant for the wealth of his clients with a reminder…
By