Top Ten UHNW Wealth Managers
Arizona-born Jim Bouley is an industry sage. When Spear’s asks him the greatest lesson he has learned, he says: ‘Never get complacent. Don’t underestimate the element of surprise, whether they’re markets, events or politics: there’s always something that impacts on the work we do every day.’
Fortunately, 2016 didn’t bring any rude surprises to the former Merrill Lynch man’s territory. Although there’s no doubt that Brexit, the US election and a wave of right-wing populism have affected markets and the world economy, he says his clients’ portfolios have been fortified by Julius Baer’s ‘global investment outlook’, preventing any financial ripples. This safety net has resulted in a ‘positive impact’, driving ‘significant growth’ in assets under management. He credits his committed team of eight for the success – a tight-knit group which has a long history of working together at Mercury and at Merrill Lynch. ‘We have long-standing client relationships, a commitment to deliver a bespoke personal service, and a very supportive client base who help us grow our business,’ the likeable Bouley explains.
Bouley is bullish about London’s future, too. When he speaks to Spear’s he reminisces about London’s takeover of the US market’s ‘centre of the universe’ status and praises its ‘entrepreneurial and banking-friendly’ properties. ‘It will be [number one] after Brexit and in 100 years’ time as well,’ predicts Bouley.