Discipline
Wealth managers & private bankers
93 wealth managers & private bankers serving single-family offices and ultra-high-net-worth families across United Kingdom, Monaco, Switzerland, Europe and beyond. Every entry is drawn from credible, independent rankings — never paid placement.
← All advisers Gurbax Aastha United Kingdom Private Wealth Adviser | Goldman Sachs Wealth managers & private bankers 1 distinction View dossier → Faik Aidan United Kingdom Senior Private Banker | Weatherbys Wealth managers & private bankers 1 distinction View dossier → Pugh Alex United Kingdom Partner | Saltus Wealth managers & private bankers Independent 1 distinction View dossier → Jamal Ali Monaco Founder & CEO | Azura Partners Wealth managers & private bankers 1 distinction View dossier → Blackwell Amy United Kingdom Founder | Amy Blackwell Advisory Wealth managers & private bankers 1 distinction View dossier → Chatterton Andrew United Kingdom Founder & CEO | Franklyn Financial Management Wealth managers & private bankers 1 distinction View dossier → 
Cumming Andrew
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United Kingdom Wealth Manager | JM Finn Wealth managers & private bankers 1 distinction View dossier → Davies Andrew United Kingdom Regional Head, Head of Bristol office | LGT Wealth Management Wealth managers & private bankers 1 distinction View dossier → Gallant Andrew United Kingdom Director of Family Offices | Deutsche Bank AG Wealth managers & private bankers 1 distinction View dossier → Atkins Ann-Marie United Kingdom Managing Partner | Evelyn Partners Wealth managers & private bankers 1 distinction View dossier → Peers Annelise Switzerland Chief Investment Officer | Investec Bank (Switzerland) Wealth managers & private bankers 1 distinction View dossier → Coombes Ashley United Kingdom Managing Director, Wealth Management | UBS Wealth managers & private bankers 1 distinction View dossier → Gudka Bandish United Kingdom Founding Partner, Investment Manager | LGT Wealth Management Wealth managers & private bankers 1 distinction View dossier → Chance Ben United Kingdom Partner & Head of Private Office | LGT Wealth Management Wealth managers & private bankers 1 distinction View dossier → Stern Ben United Kingdom Partner | Lincoln Private Investment Office Wealth managers & private bankers Independent 1 distinction View dossier → Nkontchou Bimpe United Kingdom Founder & Managing Principal | W8 Advisory Wealth managers & private bankers 1 distinction View dossier → Duarte Charles Costa United Kingdom Managing Director | Rothschild & Co Wealth managers & private bankers 1 distinction View dossier → Hoffman Charlie United Kingdom Managing Director | HSBC Global Private Banking Wealth managers & private bankers 1 distinction View dossier → Bobroff Charlotte United Kingdom Managing Director | J.P. Morgan Private Bank Wealth managers & private bankers 1 distinction View dossier → Ivey Chris United Kingdom Head of European Private Client Practice | Cambridge Associates Wealth managers & private bankers Independent 1 distinction View dossier → Chae Dah-Eun United Kingdom Wealth Adviser | Julius Baer Wealth managers & private bankers 1 distinction View dossier → Allaway Darren United Kingdom Managing Director - Family Office Desk | Goldman Sachs Wealth managers & private bankers 1 distinction View dossier → Clerey David United Kingdom Head of Global Family Office Group, EMEA & APAC | Northern Trust Wealth managers & private bankers 1 distinction View dossier → Kilshaw David United Kingdom Head of Private Client Wealth Solutions | Rothschild & Co Wealth managers & private bankers 1 distinction View dossier → Tonry David United Kingdom Private Banker | Barclays Private Bank Wealth managers & private bankers 1 distinction View dossier → Brown Donald United Kingdom Head of Private Clients | RBC Brewin Dolphin Wealth managers & private bankers 1 distinction View dossier → MacIntyre Duncan United Kingdom UK Region Head | Lombard Odier Wealth managers & private bankers 1 distinction View dossier → Khelifi-Arnulphy Fella Switzerland Head of Advisory Solutions, Monaco & Middle East (Geneva-based) | EFG International Wealth managers & private bankers 1 distinction View dossier → Grosoli Francesco Monaco CEO | CMB Monaco Wealth managers & private bankers 1 distinction View dossier → Mercier François-Olivier Europe Head of Family Office coverage, Global & Institutional Wealth division | UBS Wealth managers & private bankers 1 distinction View dossier → Holmes George United Kingdom Wealth Manager | Bentley Reid Wealth managers & private bankers 1 distinction View dossier → Parker Gina United Kingdom Co-founder & Senior Partner | Panthera Private Office Wealth managers & private bankers 1 distinction View dossier → Berridge Hannah United Kingdom Head of Banking, South & Intermediaries | Hampden Bank Wealth managers & private bankers 1 distinction View dossier → Hundle Harinder United Kingdom Founder & Managing Partner | Hundle Wealth managers & private bankers 1 distinction View dossier → Bowen Hazel United Kingdom Senior Wealth Manager | Canaccord Genuity Wealth Management Wealth managers & private bankers 1 distinction View dossier → Hill Holly
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United Kingdom Director | John Lamb Hill Oldridge Wealth managers & private bankers 1 distinction View dossier → Heap Ian United Kingdom CEO | Bordier & Cie Wealth managers & private bankers 1 distinction View dossier → Barrett Jack United Kingdom Senior Private Banker | Arbuthnot Latham Wealth managers & private bankers 1 distinction View dossier → Arthey James United Kingdom Family Office team lead | Barclays Private Bank & Wealth Management Wealth managers & private bankers 1 distinction View dossier → Beck James United Kingdom Wealth Manager / Head of Investments | James Hambro & Partners Wealth managers & private bankers Independent 1 distinction View dossier → Goodhew James United Kingdom Investment Director | Rathbones Wealth managers & private bankers 1 distinction View dossier → Penny James United Kingdom Managing Director, Head of UK International Private Bank | Barclays Private Bank Wealth managers & private bankers 1 distinction View dossier → Hunt Joanna United Kingdom Executive Director | Coutts Wealth managers & private bankers 1 distinction View dossier → Giles Jonathan United Kingdom Managing Director | Rathbones Wealth managers & private bankers 1 distinction View dossier → Grant Jonathan United Kingdom Founder | JG River Wealth Management Wealth managers & private bankers 1 distinction View dossier → Matthews Josh United Kingdom Co-founder | MASECO Private Wealth Wealth managers & private bankers Independent 1 distinction View dossier → Bond Kate United Kingdom CEO & Founder | Crown Mayfair Wealth managers & private bankers 1 distinction View dossier → Said Khaled United Kingdom Managing Partner | Capital Generation Partners Wealth managers & private bankers Independent 1 distinction View dossier → Coutts Lucy United Kingdom Investment Director & Head of York | JM Finn Wealth managers & private bankers 1 distinction View dossier → Floridia Maria Elena Gatt United Kingdom Private Banker, financial markets division (UK HNW business) | HSBC Private Bank Wealth managers & private bankers 1 distinction View dossier → Goddard Mark United Kingdom UK CEO | Lombard Odier Wealth managers & private bankers 1 distinction View dossier → Barrett Matthew Switzerland Executive Director | Bellecapital Wealth managers & private bankers 1 distinction View dossier → Woodrow Matthew United Kingdom Head of London team | Rathbones Wealth managers & private bankers 1 distinction View dossier → Ephrati Maurice Switzerland Co-founder & Partner | Bedrock Group Wealth managers & private bankers Independent 1 distinction View dossier → Prabhu Maya United Kingdom Head of Wealth Advisory EMEA | J.P. Morgan Private Bank Wealth managers & private bankers 1 distinction View dossier → Topley Michael United Kingdom Head of Sustainable Portfolio Management | Barclays Private Bank Wealth managers & private bankers 1 distinction View dossier → Prior Nathan United Kingdom Partner, Head of International | Partners Wealth Management Wealth managers & private bankers Independent 1 distinction View dossier → Dudley-Hammatt Nicholas United Kingdom Private Banker | HSBC Private Bank Wealth managers & private bankers 1 distinction View dossier → Atkinson Nick United Kingdom Managing Director - Private Banking | EFG Private Bank Wealth managers & private bankers 1 distinction View dossier → Brown Nick United Kingdom Founder & Principal Adviser | NB Wealth Wealth managers & private bankers 1 distinction View dossier → Manduca Nick United Kingdom Senior Private Banker & Team Lead | Weatherbys Wealth managers & private bankers 1 distinction View dossier → Naghibi Nima United Kingdom Executive Director (UHNW Middle Eastern families) | Coutts Wealth managers & private bankers 1 distinction View dossier → Hart Oliver United Kingdom Private Banker | Lombard Odier Wealth managers & private bankers 1 distinction View dossier → Barnett Ollie United Kingdom Private Banker | Weatherbys Private Bank Wealth managers & private bankers 1 distinction View dossier → Sattar Omair Switzerland Managing Director & Senior Adviser | Vontobel Wealth managers & private bankers 1 distinction View dossier → Denley Paul United Kingdom Co-founder & CEO | Oakham Wealth Management Wealth managers & private bankers 1 distinction View dossier → Nixon Paul United Kingdom CEO, US division | LGT Wealth Management US Wealth managers & private bankers 1 distinction View dossier → Bevan Philip United Kingdom Head of Financial Planning | Saltus Wealth managers & private bankers Independent 1 distinction View dossier → Maltwood Rebecca United Kingdom Investment Director | Quilter Cheviot Wealth managers & private bankers 1 distinction View dossier → Cook Richard United Kingdom Senior Financial Planner | Rathbones Wealth managers & private bankers 1 distinction View dossier → Hughes-Penney Robert United Kingdom Investment Director | Rathbones Wealth managers & private bankers 1 distinction View dossier → Kalff Robert United Kingdom Head of Family Office / Billionaire Coverage | HSBC Private Bank Wealth managers & private bankers 1 distinction View dossier → Eggar Robin United Kingdom Chief Commercial Officer | Brooks Macdonald Wealth managers & private bankers Independent 1 distinction View dossier → Bullard Rosie United Kingdom Partner & Portfolio Manager | James Hambro & Partners Wealth managers & private bankers Independent 1 distinction View dossier → Elder Ross United Kingdom Managing Partner | Lincoln Private Investment Office Wealth managers & private bankers Independent 1 distinction View dossier → Leal Sam Monaco Director, Monaco team | Barclays Private Bank Wealth managers & private bankers 1 distinction View dossier → Blyham Saskia United Kingdom Investment Manager (impact/sustainability) | Waverton Investment Management Wealth managers & private bankers Independent 1 distinction View dossier → Kiernan Sean United Kingdom Founder, CEO | Greengage & Co. Wealth managers & private bankers 1 distinction View dossier → Doshi Serena United Kingdom Partner and Wealth Manager | LGT Wealth Management Wealth managers & private bankers 1 distinction View dossier → Barman Shamonie United Kingdom Director, Private Banker (UK International Division) | Barclays Private Bank Wealth managers & private bankers 1 distinction View dossier → Phillips Shaun United Kingdom Head of Private Banking | C Hoare & Co Wealth managers & private bankers 1 distinction View dossier → Quinn Thomas United Kingdom Managing Director | David James Wealth Wealth managers & private bankers 1 distinction View dossier → Gervaise-Brazier Tiffany Guernsey Investment Director | Rathbones Wealth managers & private bankers 1 distinction View dossier → Nissler Yulia Switzerland Managing Director | EFG Private Bank (Zurich) Wealth managers & private bankers 1 distinction View dossier → Singh Atul Chief Executive Officer and Managing Director | LGT Wealth India Wealth managers & private bankers 1 distinction View dossier → Burfitt Gerard Relationship Manager | C Hoare & Co Wealth managers & private bankers 1 distinction View dossier → Champion Grace Executive Director | DBS Wealth managers & private bankers 1 distinction View dossier → Sullivan Graeme Isle of Man Country Manager and Head of Sales | Barclays Wealth managers & private bankers 1 distinction View dossier → Chipp Helen Sarah Director | UBP Wealth managers & private bankers 1 distinction View dossier → Cockburn Howard Investment Director | JM Finn Wealth managers & private bankers 1 distinction View dossier → Colclough Jordan Lifestyle Financial Planner | Westminster Wealth Management Wealth managers & private bankers 1 distinction View dossier → Acquistapace Mario Investment Research Associate | Capital Generation Partners Wealth managers & private bankers 1 distinction View dossier → Coe Shirley Senior Private Banker | Weatherbys Wealth managers & private bankers 1 distinction View dossier →
Cumming Andrew
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United Kingdom Wealth Manager | JM Finn Wealth managers & private bankers 1 distinction View dossier → Davies Andrew United Kingdom Regional Head, Head of Bristol office | LGT Wealth Management Wealth managers & private bankers 1 distinction View dossier → Gallant Andrew United Kingdom Director of Family Offices | Deutsche Bank AG Wealth managers & private bankers 1 distinction View dossier → Atkins Ann-Marie United Kingdom Managing Partner | Evelyn Partners Wealth managers & private bankers 1 distinction View dossier → Peers Annelise Switzerland Chief Investment Officer | Investec Bank (Switzerland) Wealth managers & private bankers 1 distinction View dossier → Coombes Ashley United Kingdom Managing Director, Wealth Management | UBS Wealth managers & private bankers 1 distinction View dossier → Gudka Bandish United Kingdom Founding Partner, Investment Manager | LGT Wealth Management Wealth managers & private bankers 1 distinction View dossier → Chance Ben United Kingdom Partner & Head of Private Office | LGT Wealth Management Wealth managers & private bankers 1 distinction View dossier → Stern Ben United Kingdom Partner | Lincoln Private Investment Office Wealth managers & private bankers Independent 1 distinction View dossier → Nkontchou Bimpe United Kingdom Founder & Managing Principal | W8 Advisory Wealth managers & private bankers 1 distinction View dossier → Duarte Charles Costa United Kingdom Managing Director | Rothschild & Co Wealth managers & private bankers 1 distinction View dossier → Hoffman Charlie United Kingdom Managing Director | HSBC Global Private Banking Wealth managers & private bankers 1 distinction View dossier → Bobroff Charlotte United Kingdom Managing Director | J.P. Morgan Private Bank Wealth managers & private bankers 1 distinction View dossier → Ivey Chris United Kingdom Head of European Private Client Practice | Cambridge Associates Wealth managers & private bankers Independent 1 distinction View dossier → Chae Dah-Eun United Kingdom Wealth Adviser | Julius Baer Wealth managers & private bankers 1 distinction View dossier → Allaway Darren United Kingdom Managing Director - Family Office Desk | Goldman Sachs Wealth managers & private bankers 1 distinction View dossier → Clerey David United Kingdom Head of Global Family Office Group, EMEA & APAC | Northern Trust Wealth managers & private bankers 1 distinction View dossier → Kilshaw David United Kingdom Head of Private Client Wealth Solutions | Rothschild & Co Wealth managers & private bankers 1 distinction View dossier → Tonry David United Kingdom Private Banker | Barclays Private Bank Wealth managers & private bankers 1 distinction View dossier → Brown Donald United Kingdom Head of Private Clients | RBC Brewin Dolphin Wealth managers & private bankers 1 distinction View dossier → MacIntyre Duncan United Kingdom UK Region Head | Lombard Odier Wealth managers & private bankers 1 distinction View dossier → Khelifi-Arnulphy Fella Switzerland Head of Advisory Solutions, Monaco & Middle East (Geneva-based) | EFG International Wealth managers & private bankers 1 distinction View dossier → Grosoli Francesco Monaco CEO | CMB Monaco Wealth managers & private bankers 1 distinction View dossier → Mercier François-Olivier Europe Head of Family Office coverage, Global & Institutional Wealth division | UBS Wealth managers & private bankers 1 distinction View dossier → Holmes George United Kingdom Wealth Manager | Bentley Reid Wealth managers & private bankers 1 distinction View dossier → Parker Gina United Kingdom Co-founder & Senior Partner | Panthera Private Office Wealth managers & private bankers 1 distinction View dossier → Berridge Hannah United Kingdom Head of Banking, South & Intermediaries | Hampden Bank Wealth managers & private bankers 1 distinction View dossier → Hundle Harinder United Kingdom Founder & Managing Partner | Hundle Wealth managers & private bankers 1 distinction View dossier → Bowen Hazel United Kingdom Senior Wealth Manager | Canaccord Genuity Wealth Management Wealth managers & private bankers 1 distinction View dossier → Hill Holly
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United Kingdom Director | John Lamb Hill Oldridge Wealth managers & private bankers 1 distinction View dossier → Heap Ian United Kingdom CEO | Bordier & Cie Wealth managers & private bankers 1 distinction View dossier → Barrett Jack United Kingdom Senior Private Banker | Arbuthnot Latham Wealth managers & private bankers 1 distinction View dossier → Arthey James United Kingdom Family Office team lead | Barclays Private Bank & Wealth Management Wealth managers & private bankers 1 distinction View dossier → Beck James United Kingdom Wealth Manager / Head of Investments | James Hambro & Partners Wealth managers & private bankers Independent 1 distinction View dossier → Goodhew James United Kingdom Investment Director | Rathbones Wealth managers & private bankers 1 distinction View dossier → Penny James United Kingdom Managing Director, Head of UK International Private Bank | Barclays Private Bank Wealth managers & private bankers 1 distinction View dossier → Hunt Joanna United Kingdom Executive Director | Coutts Wealth managers & private bankers 1 distinction View dossier → Giles Jonathan United Kingdom Managing Director | Rathbones Wealth managers & private bankers 1 distinction View dossier → Grant Jonathan United Kingdom Founder | JG River Wealth Management Wealth managers & private bankers 1 distinction View dossier → Matthews Josh United Kingdom Co-founder | MASECO Private Wealth Wealth managers & private bankers Independent 1 distinction View dossier → Bond Kate United Kingdom CEO & Founder | Crown Mayfair Wealth managers & private bankers 1 distinction View dossier → Said Khaled United Kingdom Managing Partner | Capital Generation Partners Wealth managers & private bankers Independent 1 distinction View dossier → Coutts Lucy United Kingdom Investment Director & Head of York | JM Finn Wealth managers & private bankers 1 distinction View dossier → Floridia Maria Elena Gatt United Kingdom Private Banker, financial markets division (UK HNW business) | HSBC Private Bank Wealth managers & private bankers 1 distinction View dossier → Goddard Mark United Kingdom UK CEO | Lombard Odier Wealth managers & private bankers 1 distinction View dossier → Barrett Matthew Switzerland Executive Director | Bellecapital Wealth managers & private bankers 1 distinction View dossier → Woodrow Matthew United Kingdom Head of London team | Rathbones Wealth managers & private bankers 1 distinction View dossier → Ephrati Maurice Switzerland Co-founder & Partner | Bedrock Group Wealth managers & private bankers Independent 1 distinction View dossier → Prabhu Maya United Kingdom Head of Wealth Advisory EMEA | J.P. Morgan Private Bank Wealth managers & private bankers 1 distinction View dossier → Topley Michael United Kingdom Head of Sustainable Portfolio Management | Barclays Private Bank Wealth managers & private bankers 1 distinction View dossier → Prior Nathan United Kingdom Partner, Head of International | Partners Wealth Management Wealth managers & private bankers Independent 1 distinction View dossier → Dudley-Hammatt Nicholas United Kingdom Private Banker | HSBC Private Bank Wealth managers & private bankers 1 distinction View dossier → Atkinson Nick United Kingdom Managing Director - Private Banking | EFG Private Bank Wealth managers & private bankers 1 distinction View dossier → Brown Nick United Kingdom Founder & Principal Adviser | NB Wealth Wealth managers & private bankers 1 distinction View dossier → Manduca Nick United Kingdom Senior Private Banker & Team Lead | Weatherbys Wealth managers & private bankers 1 distinction View dossier → Naghibi Nima United Kingdom Executive Director (UHNW Middle Eastern families) | Coutts Wealth managers & private bankers 1 distinction View dossier → Hart Oliver United Kingdom Private Banker | Lombard Odier Wealth managers & private bankers 1 distinction View dossier → Barnett Ollie United Kingdom Private Banker | Weatherbys Private Bank Wealth managers & private bankers 1 distinction View dossier → Sattar Omair Switzerland Managing Director & Senior Adviser | Vontobel Wealth managers & private bankers 1 distinction View dossier → Denley Paul United Kingdom Co-founder & CEO | Oakham Wealth Management Wealth managers & private bankers 1 distinction View dossier → Nixon Paul United Kingdom CEO, US division | LGT Wealth Management US Wealth managers & private bankers 1 distinction View dossier → Bevan Philip United Kingdom Head of Financial Planning | Saltus Wealth managers & private bankers Independent 1 distinction View dossier → Maltwood Rebecca United Kingdom Investment Director | Quilter Cheviot Wealth managers & private bankers 1 distinction View dossier → Cook Richard United Kingdom Senior Financial Planner | Rathbones Wealth managers & private bankers 1 distinction View dossier → Hughes-Penney Robert United Kingdom Investment Director | Rathbones Wealth managers & private bankers 1 distinction View dossier → Kalff Robert United Kingdom Head of Family Office / Billionaire Coverage | HSBC Private Bank Wealth managers & private bankers 1 distinction View dossier → Eggar Robin United Kingdom Chief Commercial Officer | Brooks Macdonald Wealth managers & private bankers Independent 1 distinction View dossier → Bullard Rosie United Kingdom Partner & Portfolio Manager | James Hambro & Partners Wealth managers & private bankers Independent 1 distinction View dossier → Elder Ross United Kingdom Managing Partner | Lincoln Private Investment Office Wealth managers & private bankers Independent 1 distinction View dossier → Leal Sam Monaco Director, Monaco team | Barclays Private Bank Wealth managers & private bankers 1 distinction View dossier → Blyham Saskia United Kingdom Investment Manager (impact/sustainability) | Waverton Investment Management Wealth managers & private bankers Independent 1 distinction View dossier → Kiernan Sean United Kingdom Founder, CEO | Greengage & Co. Wealth managers & private bankers 1 distinction View dossier → Doshi Serena United Kingdom Partner and Wealth Manager | LGT Wealth Management Wealth managers & private bankers 1 distinction View dossier → Barman Shamonie United Kingdom Director, Private Banker (UK International Division) | Barclays Private Bank Wealth managers & private bankers 1 distinction View dossier → Phillips Shaun United Kingdom Head of Private Banking | C Hoare & Co Wealth managers & private bankers 1 distinction View dossier → Quinn Thomas United Kingdom Managing Director | David James Wealth Wealth managers & private bankers 1 distinction View dossier → Gervaise-Brazier Tiffany Guernsey Investment Director | Rathbones Wealth managers & private bankers 1 distinction View dossier → Nissler Yulia Switzerland Managing Director | EFG Private Bank (Zurich) Wealth managers & private bankers 1 distinction View dossier → Singh Atul Chief Executive Officer and Managing Director | LGT Wealth India Wealth managers & private bankers 1 distinction View dossier → Burfitt Gerard Relationship Manager | C Hoare & Co Wealth managers & private bankers 1 distinction View dossier → Champion Grace Executive Director | DBS Wealth managers & private bankers 1 distinction View dossier → Sullivan Graeme Isle of Man Country Manager and Head of Sales | Barclays Wealth managers & private bankers 1 distinction View dossier → Chipp Helen Sarah Director | UBP Wealth managers & private bankers 1 distinction View dossier → Cockburn Howard Investment Director | JM Finn Wealth managers & private bankers 1 distinction View dossier → Colclough Jordan Lifestyle Financial Planner | Westminster Wealth Management Wealth managers & private bankers 1 distinction View dossier → Acquistapace Mario Investment Research Associate | Capital Generation Partners Wealth managers & private bankers 1 distinction View dossier → Coe Shirley Senior Private Banker | Weatherbys Wealth managers & private bankers 1 distinction View dossier → Common questions
How are wealth managers & private bankers selected for The Family Office Almanac?
Each adviser is listed only on the strength of recognition by credible, independent sources — editorial and survey-based rankings such as Chambers, Legal 500, Citywealth and Spear's. The ranking is never for sale.
Which jurisdictions are covered?
These wealth managers & private bankers practise across United Kingdom, Monaco, Switzerland, Europe, Guernsey, .