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

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

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

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

For wealthy individuals looking to manage and grow their financial assets effectively, a dedicated wealth manager is an important way of streamlining their affairs. For ultra-high-net-worth (UHNW) clients who typically have at least $30 million of investable assets, a wealth manager is essential.

An expert, trustworthy wealth manager will not only manage investments and assets, but they will also take the time to understand a client’s unique situation to develop a personalised wealth strategy that takes into account their goals and objectives.

The best wealth managers offer a broad range of financial services which relate to a client’s circumstances. These can include estate planning, succession, tax services, and wealth structuring matters.

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 UHNW 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), 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

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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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