Top Ten HNW Wealth Managers
Close Brothers remains on a roll: the firm recently poached seasoned wealth managers Hugh Adlington, Andrew Hess and Andrew Mackintosh-Walker from Rathbones. But the name Spear’s has long heard in glowing terms is that of Chris Boon, a pragmatic, no-nonsense managing director who has been with the firm for nearly two decades and is responsible for much of its growth.
Boon is clear that consistently good investment performance and service are the prerequisites of a firm’s long-term success. ‘Only a strong sense of corporate self and a commitment to delivering it by everyone involved will enable a firm to achieve the consistency to become great,’ he says.
He highlights consistent annual client-satisfaction survey results, with clients overwhelmingly ‘satisfied’ or ‘very satisfied’ with the investment service. What’s the source of its appeal? One client explains: ‘Chris was chosen to run funds for the trust because we liked – and continue to like – his solid performance, transparency, ability to reduce technical speak to plain English, obvious ease with the subject and a really good back-office function.’
Outside the office, he enjoys fly fishing for trout and the history of medieval Europe. He recounts his memories of Italy with gusto: ‘Perfect weather in the hills, medieval jousting, frescoes by Signorelli, the food, Brunello di Montalcino, a wild otter on Lake Bolsena – need I go on?’