RUPERT PHELPS
‘A good wealth manager has a business model that is as aligned to the genuine interests of the clients as…
ByMonth: June 2017
NICOLA BARBER
Nicola Barber, who joined Hambro in 2012, tells Spear’s that plans are in place to double the bank’s AuM in…
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ANDREW BUTLER-CASSAR
Investec’s past as a family business ensures that it has a host of global entrepreneurial clients while retaining its sense…
ByKARL AUERSPERG-BREUNNER
The newly elected executive vice-president at Lombard Odier spent the past year engaging with his discerning UHNW clientele of ‘increasingly…
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ROSIE BULLARD
Rosie Bullard is a wealth manager for the post-Lehman age, who wishes to reinstate personal service in a world where…
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FREDDY BARKER
Barker is one of the standout figures at Charles Stanley. Melding old-school charm with a lively understanding of how the…
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BEN STERN
Ben Stern’s transition from senior roles at Barclays’ ‘blue chip’ wealth management arm to LPIO’s boutique offering is a reflection…
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DARREN MCDERMOTT
Technology is ubiquitously touted as the latest game-changer for wealth management, but Darren McDermott takes a more nuanced view: clients…
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JAMES SELLON
James Sellon has carved out an important niche in servicing UK-US non-domiciled clients. Maseco, which has 533 households with $1.2…
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TATYANA SAVCHUK
Head of sales for Central and Eastern Europe, Tatyana Savchuk is one of the key figures for Citi’s International Personal…
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REHMET KASSIM-LAKHA
Rehmet Kassim-Lakha, managing director and a senior banker at JP Morgan, enjoys an impressive international client base rich with financial…
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CHARLES SANFORD
‘Like a conductor in an orchestra, a wealth manager can’t play all the instruments but, without them, it just doesn’t…
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NICK HORNBY
Nick Hornby co-founded Cerno with CIO James Spence when the pair (who Hornby reckons have sat together in ‘at least…
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DOMINIC PEYTON
Dominic Peyton came to the firm in 2010 with niche experience acting for high-earning solicitors and barristers at Coutts. It…
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ALAN MARSHALL
Alan Marshall profoundly understands the nuances of the banking and wealth management world across three financial centres, from Threadneedle Street…
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PENNY LOVELL
Penny Lovell is the name to know at Close Brothers, a group of ‘inherently conservative investors’ that looks after around…
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JOHN LANGRISH
James Hambro’s head of investments and portfolio management is celebrating 30 years in wealth management this year. ‘I’ve been around…
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JAMES HORNIMAN
‘Being a wealth manager is a bit like being a psychiatrist with money,’ says James Horniman, a partner and portfolio…
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ANDREW HESS
Andrew Hess is in his 18th year at Rathbones and has built an impressive book of business, managing discretionary investment…
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PETER GALE
The HNW population might be booming, but that hasn’t stopped a fierce battle for market share among London’s wealth managers,…
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