Catherine Grum
As UHNW families are going global, growing in size and complexity and making bolder investment moves, there’s more and more…
ByMonth: July 2019
Edward Goodchild
‘Our schools of thought are massively complementary,’ says Edward Goodchild of his new hire, Guy Christie. ‘We were fund managers…
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Jonathan Gage
Jonathan Gage is the guiding light every HNW needs, especially when complicated family affairs are involved. A chartered accountant and…
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Charlotte Filsell
Charlotte Filsell has seen ‘exciting growth and change’ at Sandaire in the past year, with launches of the firm’s private…
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Matthew Fleming
Matthew Fleming is responsible for helping Stonehage Fleming’s clients to develop and implement their legacies and strategies for inter-generational success.…
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Robert Szechenyi
‘Despite ongoing political and economic uncertainties, we have had a positive first quarter, with our operating income increasing 13.1 per…
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Rennie Hoare
‘Growing up, it was my hope that I would be of sufficient interest to be invited to join the bank,…
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Nicholas Dudley-Hammatt
HSBC’s rising star has been on the Spear’s radar for a while now – last year he was shortlisted for…
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Jeremy Vaughan
Hampden & Co became the UK’s newest private bank – the first for three decades – when founded in 2015.…
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Jane Sydenham
Jane Sydenham is in confident mood when Spear’s catches up with her: ‘Despite ongoing political and economic uncertainties, we have…
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Jason Stather-Lodge
In the view of Jason Stather-Lodge, clients are more financially aware and cost-conscious than ever before. ‘Sometimes they know the…
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Christopher Rose
‘We get out of bed to ensure that two plus two makes four and a half consistently,’ explains Waverton director…
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Quentin Marshall
‘The biggest brain in the industry,’ says one insider of Quentin Marshall, and in 2018 the Spear’s judging panel agreed,…
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Bandish Gudka
‘LGT Vestra was set up to change the shape of the industry,’ says Bandish Gudka, a former Spear’s Wealth Manager…
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Ross Elder
It was a meeting with a client, while Ross Elder was at Barclays Wealth, that helped to bring home to…
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Alan & Gina Miller
Without Alan and Gina Miller there would be no MiFID II. Alan, a legend among investment managers, is one of…
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Charles Marment
Multi-decorated major Charles Marment joined Charles Stanley after a distinguished career in the Honourable Artillery Company and has one of…
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David Miller
David Miller has been in the cut and thrust of financial markets for almost four decades, having been a stockbroker,…
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Penny Lovell
Penny Lovell joined Sanlam in 2017 from Close Brothers as CEO of the firm’s private office and UK executive committee.…
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James de Broë-Ferguson
While James de Broë-Ferguson is a reluctant interviewee (‘I don’t particularly like talking about myself’), the Investec investment director is…
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