Month: June 2018

Immaculate and with superb manners, Daniel Webb has found his passion: he joined Kleinwort Benson, had a spell at Coutts and then moved to HSBC, where he has a ‘very engaged international client base from entrepreneurial and financial services backgrounds’.

A ‘legendary private banker’, according to an industry insider, Sandy Swinton survived – and prospered – for three decades at Barclays, weathering the financial crash and all that ensued.

‘A lot has changed since I joined Ruffer in 2001, but luckily the heart of what we do hasn’t,’ says Emma Rutter, the widely well-regarded investment director at the boutique founded by the great Jonathan Ruffer.

‘Always hale and hearty, an excellent front man for Waverton, always out and about,’ according to an industry colleague, Christopher Rose joined the St James’s-based firm in 1989 after six years at Lazard. Appointed head of private clients in 2013, he sits on the management committee and is praised internally for his integral role in building the business to what it is today.

The affable Lee Robertson rejoices over ‘the most successful ever year’, fuelled by an influx of clients, assets and profits. What’s the boutique firm’s secret? ‘We’re very plain vanilla!’ he jokes.