Top Recommended UHNW Wealth Managers
Arizona-born Jim Bouley has been in wealth management since 1981, and is something of an industry sage. When Spear’s spoke to him in 2016, his best advice was to ‘never get complacent. Don’t underestimate the element of surprise, whether they’re markets, events or politics.’
His comment proved eerily portentous, and his unflappable attitude served him well during the upheaval of Brexit, the US election and a wave of populism.
Bouley says his clients’ portfolios have been fortified by Julius Baer’s ‘global investment outlook’, preventing any financial ripples. As for cryptocurrencies, ‘Ignore them at your peril.’
Changing regulation is causing all his clients to re-evaluate the architecture around investment, but it’s a challenge the former Merrill Lynch man relishes: ‘My sweet spot in terms of clients is people with family businesses that are being sold, or families that own businesses that have more complicated, multijurisdictional requirements.’
Bouley is bullish about London’s future: ‘London attracts the type of client that I like to work with, and a lot of those clients are attracted to London,’ he says.
Also recommended at Julius Baer is Tiffany Troxel, who has a strong offering for UHNWs.