Top Recommended UHNW Wealth Managers
Kate Leppard began her career as a stockbroker at Quilter Goodison in 1987, before joining Schroders in 1990. Having spent virtually her entire career at Schroders (which bought Cazenove Capital in 2013), the head of client service for UK wealth management is clear on what separates the great from the good: ‘Depth and breadth of expertise – and being able to draw from a wide knowledge base.’ ‘When it comes to HNW and UHNW families, the stability of the relationship is very important. You need a discretionary manager who is forward-looking and who evolves with time – and having a strong relationship with your client, where there’s a mutual understanding and trust, makes all the difference in the world.’ ‘My clients range hugely in size, background and age,’ Leppard tells Spear’s, ‘but are mostly now characterised as having either a complex family setup, tax or investment requirements. We like to ensure that we get to know our clients well, understand what keeps them awake at night and importantly what inspires them during the day. ‘No two clients are the same, but most are focused on preserving their wealth in real terms, either for future generations or for their own futures, irrespective of if they’re based in the UK or internationally.’ Looking at the year ahead, Leppard says that regulation and technology changes are both challenges and opportunities.