James Wilcox - Spear's Magazine

James Wilcox

Floreat

Category
Wealth Managers 2020
Company Size
Website
https://floreat.com/

Top Recommended UHNW Wealth Manager

Since James Wilcox and entrepreneur Hussam Otaibi restructured the Swiss-based Floreat in 2011 to form an investment boutique on Grosvenor Street, the firm has forged a reputation as ‘the go-to house for substantial families’. ‘We are different,’ Wilcox tells Spear’s. ‘We have financial and nonfinancial structures. The finance side covers investment, real estate, fixed income and principal investing, while the non-financial side covers financial succession, wealth management, wealth transfer and philanthropy. Our operational experience and financial skills bring a specialist approach in serving large UHNW families and complex client affairs,’ he stresses.



 

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