A trusted wealth manager is essential for wealthy individuals and families seeking to grow and protect their financial assets, risk profile, liquid assets and lifestyle. This is particularly true for ultra-high-net-worth clients (UHNWs), who typically have at least $30 million of investable assets.
Whatever an individual’s attitude to risk, planning, investment vehicles or tax, the best wealth managers for ultra-high-net-worth individuals will know how to tailor their approach to suit their clients’ needs, and adapt as these change over time.
Explore the other rankings within the 2025 Spear’s Wealth Management Indices:
- Best HNW Wealth Managers
- Best Wealth Managers: Jersey
- Best Wealth Managers: Guernsey
- Best Wealth Managers: Monaco
- Best Wealth Managers: Singapore
- Best Wealth Managers: Switzerland
- Best Wealth Managers: Middle East
UHNW clients face increasingly complex financial landscapes, where traditional wealth management intersects with global investment strategy, legacy planning, philanthropy and emerging technologies, such as AI. The leaders in this field, including the names highlighted below, offer a broad range of financial services which relate to a client’s circumstances. These can include estate planning, succession, portfolio management and wealth structuring matters.
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This ranking of international power-players reflects the truly global nature of the industry. There are advisers based in London and Dubai, Switzerland and Singapore. Naturally, many also specialise in off-shore solutions in places like the Channel Islands.
Click the links below to jump to a section of this article:
- Methodology
- Best UHNW wealth manager: some names to know
- Best UHNW wealth managers: the complete list
- Contact us
Methodology
Each year, the Spear’s Research Unit reassesses and refreshes its rankings of the leading providers in each sector by gathering data from and about the advisers and firms themselves, assessing submission forms, collating nominations, carrying out peer reviews, reviewing data from third-party sources, gathering references and recommendations, canvassing experts and conducting hundreds of interviews.
Advisers are evaluated using a proprietary scoring system that assigns different weightings to certain attributes. These scores feed directly into each new set of rankings in the Spear’s Indices. Each of these indices are published first online (according to the research calendar) and then in print. Print publication takes the form of the annual Spear’s 500 directory, which includes the top advisers in every index.
[See also: A guide to The Spear’s 500: Everything you need to know]
Each featured adviser is profiled on spears500.com. The site allows users to search the Spear’s database of more than 4,000 entities to find one (or more) to meet their specific requirements by filtering for specific attributes such as an adviser’s location, their specialist expertise and information about their client base.
Best wealth managers for ultra-high-net-worth individuals: some names to know
Charlotte Bobroff
- Focus: Entrepreneurial clients
- Ranking: Top Flight
- Firm: J.P. Morgan Private Bank
Charlotte Bobroff, J.P. Morgan Private Bank managing director and UHNW Wealth Manager of the Year at the 2023 Spear’s Awards, specialises in advising entrepreneurial clients in the consumer, retail and e-commerce sectors, as well as business owners and family offices in the UK.
A former relationship manager within Credit Suisse’s UK UHNW team, Bobroff joined the American bank in 2013 to build her book from scratch, working with clients and families who have ‘very sophisticated financial needs that require the scope and breadth’ of a firm the size of J.P. Morgan.
Read Charlotte Bobroff’s full profile on Spears500.com
Babor Hussain
- Focus: Venture capitalists, successful founders
- Ranking: Top Recommended
- Firm: Barclays Private Bank & Wealth Management
Babor Hussain co-founded Barclays UK’s strategic partners team, which focuses on private equity, venture capitalists and founders of high-growth companies. According to the bank, he is ‘an exceptional leader’ who is responsible for bringing in considerable revenue to its UK private banking operations. The team he oversees has an AuM that has exceeded the £2 billion mark since its inception.
Read Babor Hussain’s full profile on Spears500.com
Harinder Hundle
- Focus: Investment management, wealth planning
- Ranking: Top Flight
- Firm: Hundle
Harinder Hundle, Hundle founder, was awarded UHNW Wealth Manager of the Year at the Spear’s Awards 2024. This year, he is promoted to Top Flight in recognition of his dedication to exemplary client service.
Hundle joined TwinFocus in 2019 as head of the London office and has since rebranded it to Hundle, focusing on independent investment and wealth management for clients with net worths between $100 million and $1 billion. A seasoned professional with experience at Credit Suisse and J.P. Morgan, Hundle emphasises customised solutions tailored to family needs.
Read Harinder Hundle’s full profile on Spears500.com
Aastha Gurbax
- Focus: Entrepreneurs and UHNWs
- Ranking: Top Recommended
- Firm: Goldman Sachs
When Aastha Gurbax joined Goldman Sachs in 2024 after a 13-year tenure at J.P. Morgan Private Bank, her focus was on offering her clientele a platform that was ‘semi-institutionalised and suited to retail and sophisticated clients alike’. She tells Spear’s that since her move, she has spent the last year growing her client book and ensuring clients’ wealth management needs are met.
‘We don’t come in as a part provider,’ she says. ‘We’re holistic wealth managers that can actively listen and help our clients take advantage of uncommon opportunities we have seen.’
Read Aastha Gurbax’s full profile on Spears500.com
Khaled Said
- Focus: Investment advisory
- Ranking: Top Flight
- Firm: Capital Generation Partners
Khaled Said joins the Top Flight rankings in 2025 and is managing partner of Capital Generation Partners. When asked what he enjoys most about his job, he has a simple answer: ‘I work with an amazing group of people who are not only highly talented investors, but who really care about what we do for clients,’ he tells Spear’s.
Having managed his own family money, Said is an experienced investor and has particular insight into the problems families face when trying to get the best from the investment management industry.
The firm’s success, he says, lies in its ability to combine traditional practice with more entrepreneurial insights. ‘When we set up this firm, there was a pervading myth that the best investors worked only in megalithic institutions, and clients had to accept being just another number on a long list.
Read Khaled Said’s full profile on Spears500.com
Ashley Coombes
- Focus: UK UHNWs and US expats
- Ranking: Top Recommended
- Firm: UBS
Ashley Coombes, managing director within UBS’s UHNW team, has just under two decades of experience managing the wealth of key clients at the bank.
Coombes’ clients are typically UK residents, but in recent years she has carved a niche by serving US expats living in the UK. This requires an understanding of complex jurisdictional tax laws, and in this regard, clients benefit from UBS’s global network.
Read Ashley Coombes’s full profile on Spears500.com
Nick Atkinson
- Focus: Discretionary investments
- Ranking: Recommended
- Firm: EFG Private Bank
‘I believe I am the very essence of a modern client relationship officer: proactive, adaptable and highly knowledgeable, as my annual performance and growing client base proves,’ EFG managing director Nick Atkinson tells Spear’s. A star in his field, Atkinson specialises in discretionary investment management and advisory services, as well as banking and credit offerings.
He is proud of the high-quality private banking services EFG provides to its clients, which include access to offshore booking centres and product specialists. This variety is particularly useful in helping his entrepreneurial clients achieve their ambitions and structure their wealth in an effective way.
Read Nick Atkinson’s full profile on Spears500.com
Best UHNW wealth managers: the complete list
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.
Contact us
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