The best wealth managers for high-net-worth clients - Spear's Magazine

The best wealth managers for high-net-worth clients

The best wealth managers for high-net-worth clients

Welcome to the Spear’s ranking of the best wealth managers for high-net-worth individuals in the UK. The list features our Top Ten, Top Recommended, and Recommended advisers 

For high-net-worth (HNW) individuals with investable assets of £1 million or more, a wealth manager can help to organise ones financial affairs and maximise the efficiency of their investments.

The most effective wealth managers for high-net-worth individuals will go beyond simply handling a client’s investments, helping to develop a broader wealth strategy tailored to their individual needs and financial situation.

Wealth managers can also take into account a range of financial matters, including estate planning, succession, tax services and wealth structuring.

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 HNW wealth managers featured in the 2021 edition of the Spear’s Wealth Management Index are included in the table below, along with their Spear’s ranking, and, where possible, their self-reported minimum account size, team assets under management (AuM), the typical size of client accounts and fee-charging structures.

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.)

Click here to access the findings of the 2021 Spear’s Wealth Management Survey, where asked the top wealth managers to VHNWs and UHNWs (those with more than $5 million in investable assets) about what they think of the forces affecting their clients’ wealth, the global economy and their own industry

More rankings

The best family office advisers UK

The best wealth managers for ultra-high-net-worth clients UK

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.



 

FOLLOW US ON