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Search Private Bankers & Investment Managers

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 (5 votes)
Fee Level:
5
Average: 5 (5 votes)
Quality of Advice
5
Average: 5 (5 votes)
Communications Skills
5
Average: 5 (5 votes)
Interpersonal Skills
5
Average: 5 (5 votes)
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Peer review:

I have known and worked with James Penny for more than 25 years and know him by direct experience and reputation to be an exceptional private banker. He is clear, concise, cogent and commercial and is an exemplar of top quality professionalism.

Simon Skerratt-Williams    Bordier & Cie (UK) PLC   
05 Mar 2019

Peer review:

A more highly experienced and technically competent private banker you could not hope to meet. James embodies professionalism.

Martin Heale    Schroders Wealth Management (US) Ltd   
04 Mar 2019

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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2017 

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Barclays

Number of offices globally: More than 5

James Penny currently has no contact details

Top 20 Men in Private Wealth Management Spring 2017 Top Star Rated: Top 50 editor's choice Top 10 Private Bankers & Investment Managers IWD 2019 Transatlantic Selection

Peer review:

I have known and worked with James Penny for more than 25 years and know him by direct experience and reputation to be an exceptional private banker. He is clear, concise, cogent and commercial and is an exemplar of top quality professionalism.

Simon Skerratt-Williams    Bordier & Cie (UK) PLC   
05 Mar 2019

Peer review:

A more highly experienced and technically competent private banker you could not hope to meet. James embodies professionalism.

Martin Heale    Schroders Wealth Management (US) Ltd   
04 Mar 2019

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

Leave a review
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.