Chris Boon
Close Brothers was on a roll a year ago, and it’s carried its form into 2019. As well as the…
ByMonth: July 2019
James Horniman
A partner and portfolio manager at James Hambro since 2013, James Horniman has been in fund management for more than…
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Andrew Hess
When Spear’s catches up with the personable Andrew Hess, he’s barely a month into his new job at Close Brothers,…
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Charlotte Ransom
‘We started from nothing,’ says Netwealth CEO Charlotte Ransom. But things at the young investment management firm are developing apace.…
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Nicholas Grant
Nicholas Grant says the markets have been ‘distorted’ by volatility in recent years. Regardless, his objective is negotiating the ups…
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Tim Bailey
Having entered the world of finance soon after graduating from Cambridge in 1984 with a degree in modern languages, Tim…
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Peter Gale
The oldest privately owned bank in the UK opened its first office outside London earlier this year. C Hoare &…
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Nataša Williams
Despite describing 2019 as a ‘rollercoaster’ year, Nataša Williams reveals that challenges in financial markets have actually boosted LGT Vestra’s…
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Theophanis Theophanous
Theophanis Theophanous sharpened his tools as a wealth planner at Deloitte, where he became head of private client services before…
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Paul Derrien
Canaccord Genuity investment director Paul Derrien cut his teeth at NatWest 25 years ago and has built up a considerable…
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Chris Cole
Chris Cole’s Lockhart Capital Management was only launched in 2017, but the firm has already built up a head of…
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Neil Moles
Progeny’s ambitions show no sign of abating as managing director Neil Moles proudly announces four acquisitions in what he calls…
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Camilla Stowell
Coutts’ managing director and head of wealth investor management, private office and international, Camilla Stowell, has shepherded her department to…
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Peter Clark
‘Our whole strategy is about preserving capital,’ says Peter Clark, who’s been managing director at Tilney for 12 years. ‘Our…
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Ross Ciesla
What do the Beatles have to do with wealth management? More than you might think, according to Ross Ciesla. In…
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Patrick Smiley
Veteran Smith & Williamson partner Patrick Smiley has managed investments on behalf of charities, trusts and private individuals for more…
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Will Proger
Despite being just two years of age and having almost no brand name recognition, Saranac Partners is in rude health,…
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Guy Paterson
One of the most respected and experienced wealth management professionals in the UK, Guy Paterson is a seasoned expert who…
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Michael Parsons
‘A steady number of clients are really attracted by our offering, especially our international element,’ says Michael Parsons, referring to…
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Kate Leppard
Kate Leppard began her career as a stockbroker at Quilter Goodison in 1987, before joining Schroders in 1990. Having spent…
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