The past 12 months have yielded ‘particularly strong’ results for Jamie Black, who says Sarasin has retained ‘top-quartile’ position versus peer groups across all risk profiles. ‘More than ever, ou...
Roddy Boulton
Roddy Boulton is a highly respected private banker who left Credit Suisse after ‘nine fab years’ in June 2019 to grow Deutsche Bank’s UK wealth management offering. The expansion bid also captured ...
Jim Bouley
Jim Bouley’s will celebrate his 40th anniversary in wealth management next year. The Arizona native has seen markets at their best and worst – so what’s his advice to clients worried about the curr...
Aastha Gurbax
‘We have to make sure that clients feel not just invested but engaged at this point,’ says Aastha Gurbax. JP Morgan’s $11 billion annual tech spend has been a boon in ‘busting bureaucracy’, she add...
Logie Fitzwilliams
Logie Fitzwilliams opened Brown Advisory’s London office in 2008, bringing bespoke investment portfolios and strategic advice. ‘Everyone who works at Brown is a shareholder in the business. This in...