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James Penny

Managing Director , Head of UK International & Ireland

Specialism: Private Bankers & Investment Managers Private Banking, Investment Management, Asset Management

Company: Barclays

Location: London, England

Citywealth rating

5
Average: 5 (3 votes)
Fee Level:
5
Average: 5 (3 votes)
Quality of Advice
5
Average: 5 (3 votes)
Communications Skills
5
Average: 5 (3 votes)
Interpersonal Skills
5
Average: 5 (3 votes)
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Private client review:

James is a true wealth management professional. Experienced, astute, personable, James brings a great deal of knowledge and skill to the table. His ability to approach every problem as a unique set of challenges, and deliver appropriately bespoke solutions by leveraging his authority within Barclays, as well as external network, to me, makes him one of the best bankers in the industry.

14 Mar 2018

Peer review:

I have worked closely with James for over fifteen years for a number of different clients, and he is the essence of what a private banker should be. James has a unique ability to understand clients’ objectives and to provide clear, practical solutions. Clients enormously value his diplomatic style and can-do approach

07 Feb 2018

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Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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2017 

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Barclays

Number of offices globally: More than 5

James Penny currently has no contact details

Private client review:

James is a true wealth management professional. Experienced, astute, personable, James brings a great deal of knowledge and skill to the table. His ability to approach every problem as a unique set of challenges, and deliver appropriately bespoke solutions by leveraging his authority within Barclays, as well as external network, to me, makes him one of the best bankers in the industry.

14 Mar 2018

Peer review:

I have worked closely with James for over fifteen years for a number of different clients, and he is the essence of what a private banker should be. James has a unique ability to understand clients’ objectives and to provide clear, practical solutions. Clients enormously value his diplomatic style and can-do approach

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

James Penny currently has no reviews

Moving high risk entrepreneurs business assets and family to the UK

Our prospect was a high profile global UNHNW individual, currently living in a part of the world which is politically unstable and becoming increasingly so.  This individual was sending his family to London whilst he gradually was re-locating his business to other jurisdictions. We were able to provide him with details of the information and process required to be able to onboard in the UK and give him a timescale in weeks. The solution we proposed encapsulated work on Investment Visa’s for his family working alongside accountants and lawyers in the UK that we were able to connect him to, we introduced him to property search consultants and provided finance for the property ourselves, as well as connecting his wife to an educational consultant regarding his children’s educational requirements in the UK.  Subsequently we restructured his global investments, currency strategy and treasury requirements within his business dovetailing it into his Family Office. Our Investment banking team are now working with him to dispose of a major part of his business.