Ross Elder and Lincoln Private Investment Office have brought a new philosophy to wealth management – and central to it is having skin in the game themselves, David Dawkins reports
The industry has been feeling a little beaten up of late, but it’s been an exciting year for Barclays Wealth, says managing director and top gun UHNW banker Theophanis Theophanous.
The sector is ‘going through a transformative change’, says Charlotte Filsell, Sandaire’s head of relationship management. ‘Client needs are evolving – we will soon be serving five distinct generations with very different needs.’
Responsible for business development, succession and the next generation, Matthew Fleming is today the only full-time Fleming partner in the business. As a result, he also plays the important cultural role of ambassador for the firm which bears his name.
With a background in accounting and corporate finance, Jonathan Gage wanted to use his experience managing risk for the benefit of private wealth clients. ‘Having learnt the skills of what advice is all about,’ he says he was attracted to ‘the structuring, the investment, and the focus on the individual’ in wealth management.