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Wealth

Latest in Wealth

Daniel Sopher

The Common Reporting Standard can make things tricky for clients, says Daniel Sopher, who has been running Sopher + Co…

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Russell Cohen

Russell Cohen

‘We’re seeing the work become really international,’ says the affable, thoughtful Russell Cohen, a long-standing partner at Farrer. Increasingly, his…

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Robert Brodrick

Robert Brodrick

A regular fixture in our top ten, Robert Brodrick has reached a position of considerable eminence in his field –…

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Chris Shepard

Highly regarded among the Spear’s network, Chris Shepard has looked after the tax affairs of families with both inherited and…

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Paul F DePasquale

A partner in Baker McKenzie’s esteemed tax and global wealth management practice in New York, Paul DePasquale advises HNWs and…

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Christiana Lazo

Christiana Lazo runs an established practice that analyses sophisticated tax and estate plans for family offices, entrepreneurs and their various…

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Carolyn A Reers

With more than 25 years of experience in HNW affairs, Carolyn Reers joined Wiggin and Dana as a private client…

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Marc Rinaldi

Marc Rinaldi is the partner-incharge of PKF O’Connor Davies, an accounting and advisory firm that ‘holds itself to a higher…

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Kathryn von Matthiessen

‘Katten is unique in that it is a full-service firm,’ says Kathryn von Matthiessen. The company has 700 attorneys –…

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Julian Nelberg

‘We’ve been blown away by the quality of the clients,’ Julian Nelberg remarks to Spear’s. The former PwC rising star…

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David Mellor

David Mellor was appointed partner at Dixon Wilson 20 years ago, and he’s developed an acute understanding of what clients…

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Greg Limb

The personable Greg Limb has 25 years’ experience in tax, including a spell acting as an adviser to HMRC. He…

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Suzanne Willis

Suzanne Willis

Suzanne Willis thinks of many of her clients as ‘being in the middle of the Atlantic’ – because of the…

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Clare Stirzaker

Clare Stirzaker

Clare Stirzaker is excited by two highlights this year, the first being the ‘notable hiring’ of James Badcock, a ‘well…

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Christina M Baltz

Withers partner Christina Baltz has broad and varied experience, thanks to a career that has spanned senior roles at leading…

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Wendy Walton

Wendy Walton

Wendy Walton is in celebratory mood following the success of BDO’s merger with Moore Stephens, which sets it on a…

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Nicola Roberts

Nicola Roberts

Two years into her role as head of the Big Four firm’s private client services division, things are busier than…

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Caroline Le Jeune

Caroline Le Jeune is a formidable partner in the private client world, having overseen succession planning advisory at BDO as…

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Simon Weil

‘I think there are all sorts of ways that the UK is attractive, and has remained attractive despite various tax…

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