The best private equity advisers for high-net-worth individuals

The best private equity advisers for high-net-worth individuals

The best private equity advisers for high-net-worth individuals

Welcome to the Spear’s ranking of the best private equity advisers for high-net-worth-individuals in the UK. The list features our Top Recommended advisers 

Private equity is a phrase used to describe an investment in a company outside of the public markets. Private equity firms tend to purchase stakes in these private firms or take control of public firms, which are then taken private.

Many private equity firms allow high-net-worth individuals (HNWs) and ultra-high-net-worth individuals (UHNWs) invest in their funds.

To maximise the return on these investments, it is essential for HNWs to have the best private equity advisers who can guide them through the risks and opportunities that the sector can present. Private equity tends to have longer investment horizons and deploy a range of strategies to generate returns.

Here, Spear’s lists leading private equity advisers who can help such clients to navigate this field and with the necessary expertise and due diligence.

Spear’s publishes annual rankings of the top private client advisers and service providers to HNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.

The private equity advisers featured are included in the table below, along with their Spear’s ranking and focus. 

Click on the individual names to be directed to more detailed profiles of each adviser on spears500.com. (The table is ordered by ranking and then alphabetically by surname.)

To explore all the Spear's indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear's 500 website.

To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here.

If you are an adviser featured in index and would like to update your profile or provide additional information, please email rasika.sittamparam@spearswms.com.

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