Jim Bouley
Jim Bouley’s will celebrate his 40th anniversary in wealth management next year. The Arizona native has seen markets at their…
ByMonth: July 2020
Logie Fitzwilliams
Logie Fitzwilliams opened Brown Advisory’s London office in 2008, bringing bespoke investment portfolios and strategic advice. ‘Everyone who works at…
ByAastha Gurbax
‘We have to make sure that clients feel not just invested but engaged at this point,’ says Aastha Gurbax. JP…
ByNuno Tarrana de Sousa
Nuno Tarrana de Sousa entered the investment world from a more clinical landscape. The Imperial College biochem grad started his…
ByRennie Hoare
‘For nine out of every ten years, external commentators wonder why on earth we don’t have more risk in the…
ByKhaled Said
‘We’ve got a little bit of a cult following now,’ the affable Khaled Said tells Spear’s across Zoom. CapGen sees…
ByNicholas Grant
Last year Psigma merged with sister company PSFM Ltd to become Punter Southall Wealth, meaning it is able to provide…
ByGeorgios Ercan
Astute, affable and straight talking, Georgios Ercan is the front-man handling key client relationships at Dolfin. One of the main…
ByJames Horniman
Although James Hambro’s portfolios did go down during the first quarter when coronavirus struck, the quality stocks that the firm…
ByJulien Sevaux
‘We’ve done well,’ says Julien Sevaux of new boutique Eighteen48. ‘It’s validated our view of having portfolios that are reasonably…
ByCraig Lewis
Craig Lewis is responsible for looking after Edmond de Rothschild’s key clients and family offices from its Monaco office. He…
ByJames Johnsen
James Johnsen joined the investment world after a career in the military. The Old Etonian, who also has an MA…
ByTheophanis Theophanous
Since being recruited by Barclays in 2011, Theophanis Theophanous has blazed an impressive trail in the private client space with…
ByDavid Malpas
‘So far so good’ is how David Malpas describes business at Vermeer Partners. The former Quilter Cheviot partner was a…
ByCharles Marment
‘There will be a real clamour for high-quality assets, whether it’s land or property or a good share,’ reveals Charles…
ByJames Wilcox
Since James Wilcox and entrepreneur Hussam Otaibi restructured the Swiss-based Floreat in 2011 to form an investment boutique on Grosvenor…
ByChristopher Rose
‘We get out of bed to ensure that two plus two makes four and a half consistently,’ Christopher Rose previously…
ByAlan & Gina Miller
A significant number of active managers have not protected investors as might have been assumed,’ wrote Alan Miller in a…
ByNeil Moles
‘We have to guide people out of this now. We’re not thinking doom and gloom any more,’ says Neil Moles,…
ByRoss Elder
Ross Elder is the driving force behind Lincoln Private Investment Office, which looks after about 150 families with minimum investments…
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