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
Formerly Savills’ director of family office services, Rupert Phelps switched to Smith & Williamson last year, assuming responsibility for relationships and business opportunities across its family office services.
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.