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March 29, 2023updated 27 Apr 2023 1:05pm

The best wealth managers for ultra-high-net-worth clients in 2023

By Spear's

Welcome to the Spear’s ranking of the best wealth managers for ultra-high-net-worth-individuals in the UK, part of the Wealth Management Index

For wealthy individuals or families looking to manage and grow their financial assets effectively, a dedicated wealth manager is an important way of streamlining their affairs. For ultra-high-net-worth (UHNW) clients who typically have at least $30 million of investable assets, a wealth manager is essential.

Whatever an individual’s attitude to risk, planning, investment vehicles or tax there will be a suitable adviser for them.

The best wealth managers offer a broad range of financial services which relate to a client’s circumstances. These can include estate planning, succession, tax services, and wealth structuring matters.

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 UHNW 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.

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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.

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