Welcome to the Spear’s ranking of the best wealth managers for high-net-worth individuals in the UK, part of the Wealth Management Index
For high-net-worth (HNW) individuals with investable assets of £1 million or more, a wealth manager can help to organise one’s financial affairs and maximise the efficiency of their investments.
The most effective wealth managers for high-net-worth individuals will go beyond simply handling a client’s investments, helping to develop a broader wealth strategy tailored to their individual needs and financial situation.
Wealth managers can also take into account a range of financial matters, including estate planning, succession, tax services and wealth structuring, guiding individuals and families through every stage of life in financial security.
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Spear’s publishes annual rankings of the top private client advisers and service providers to HNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.
The HNW wealth managers featured in the 2023 edition of the Spear’s Wealth Management Index are included in the table below, along with their Spear’s ranking.
Click on the individual names to be directed to more detailed profiles of each adviser on The Spear’s 500 website. (The table is ordered by ranking and then alphabetically by surname.)
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To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.
To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here.
If you are an adviser featured in the index and would like to update your profile or provide additional information, please email rasika.sittamparam@spearswms.com.
