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Joanne Chappell

Private Client Director, Private Bank & Overseas Services

Specialism: Private Bankers & Investment Managers

Company: Barclays

Location: Monaco

Citywealth rating

4.375
Average: 4.4 (4 votes)
Fee Level:
4.25
Average: 4.3 (4 votes)
Quality of Advice
4.5
Average: 4.5 (4 votes)
Communications Skills
4.25
Average: 4.3 (4 votes)
Interpersonal Skills
4.5
Average: 4.5 (4 votes)
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Peer review:

Despite numerous approaches from private bankers I have never considered moving my business. In fact, to continue having Joanne as my private banker, I have moved my business to follow her when she moved to a new company. Joanne understands her client’s needs, is proactive in making value added proposals and her customer service ethic is exceptional.

15 Feb 2018

Peer review:

Joanne Chappell has been our banker for the past ten years and throughout that time has proved herself to be courteous, conscientious, efficient and reliable, so much so that we have followed her faithfully when she moved from one bank to another as we did not want to lose her services. It is rare these days to find someone with all these qualities, who is prepared to take such personal care of their clients and we could not recommend her more highly.

02 Oct 2017

Peer review:

Jo, without a doubt, is one of the most naturally gifted and empathetic private bankers I have ever met. She is driven and committed to making a difference in life for her clients as well as for herself. In a very short period of time, she has already made a very positive name for herself in Monaco, similar to the reputation she built in Switzerland. If Jo says she is going to do something she does it. 100% trustworthy, discreet and reliable. A true trusted adviser to the HNW and UHNW community, not just in the UK and Europe but also globally.

Paul Fleming    Fleming Private Office   
01 Oct 2017

Peer review:

From a business-to-business perspective, Joanne is receptive, engaging and affable. A pleasure to deal with. Always an exceptional ambassador for the bank and the wider brand, she demonstrates an appetite for creative progression, and a refined instinct for precision application. All of which, I take to originate from a forensic understanding of both her brief and her clients' individual requirements and a seemingly peerless commitment to both. I trust we share much of these instincts and I look forward to many years working together.

29 Sep 2017

Peer review:

Having worked with Joanne for many years, it was a no brainer to follow her to her new company when she moved to Monaco. Joanne is highly efficient, always available to support her clients and proactive in pre-empting her clients' needs. In addition, Joanne is extremely personable a pleasure to be around. I could not ask for more.

27 Sep 2017

Peer review:

Although in the end we weren't able to proceed with the account opening (and thus I am unable to comment regarding fee level or quality of advice), Joanne kept us informed of the process every step of the way. Her interpersonal and communication skills are exceptional. Indeed Joanne is a joy to deal with.

27 Sep 2017

Peer review:

Joanne has the rare qualities of being clear and concise in her explanations and technically very well read. As a professional trustee, I value her input in meetings on a broad range of subjects, her understanding of fiduciary considerations is of real value to clients and forms part of a very high standard of support to her clients. In short, Joanne she knows her clients and takes the time to understand them. She cares for them and she will always do what she believes is in their best interests. She is rightly very highly regarded.

13 Jul 2017

Peer review:

I have been with Joanne as my private banker for many years. I have followed Joanne as she has moved from banks as I value her advice and service enormously. I find her very professional, has exceptional client service and I trust her advice. I would not consider dealing with anyone else to look after my affairs. Joanne has always looked after my needs and situation impeccably. I have great respect for her judgement.

LORRAINE FREEDBERG    SELF   
12 Jul 2017

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

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2017 

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Peer review:

Despite numerous approaches from private bankers I have never considered moving my business. In fact, to continue having Joanne as my private banker, I have moved my business to follow her when she moved to a new company. Joanne understands her client’s needs, is proactive in making value added proposals and her customer service ethic is exceptional.

15 Feb 2018

Peer review:

Joanne Chappell has been our banker for the past ten years and throughout that time has proved herself to be courteous, conscientious, efficient and reliable, so much so that we have followed her faithfully when she moved from one bank to another as we did not want to lose her services. It is rare these days to find someone with all these qualities, who is prepared to take such personal care of their clients and we could not recommend her more highly.

02 Oct 2017

Peer review:

Jo, without a doubt, is one of the most naturally gifted and empathetic private bankers I have ever met. She is driven and committed to making a difference in life for her clients as well as for herself. In a very short period of time, she has already made a very positive name for herself in Monaco, similar to the reputation she built in Switzerland. If Jo says she is going to do something she does it. 100% trustworthy, discreet and reliable. A true trusted adviser to the HNW and UHNW community, not just in the UK and Europe but also globally.

Paul Fleming    Fleming Private Office   
01 Oct 2017

Peer review:

From a business-to-business perspective, Joanne is receptive, engaging and affable. A pleasure to deal with. Always an exceptional ambassador for the bank and the wider brand, she demonstrates an appetite for creative progression, and a refined instinct for precision application. All of which, I take to originate from a forensic understanding of both her brief and her clients' individual requirements and a seemingly peerless commitment to both. I trust we share much of these instincts and I look forward to many years working together.

29 Sep 2017

Peer review:

Having worked with Joanne for many years, it was a no brainer to follow her to her new company when she moved to Monaco. Joanne is highly efficient, always available to support her clients and proactive in pre-empting her clients' needs. In addition, Joanne is extremely personable a pleasure to be around. I could not ask for more.

27 Sep 2017

Peer review:

Although in the end we weren't able to proceed with the account opening (and thus I am unable to comment regarding fee level or quality of advice), Joanne kept us informed of the process every step of the way. Her interpersonal and communication skills are exceptional. Indeed Joanne is a joy to deal with.

27 Sep 2017

Peer review:

Joanne has the rare qualities of being clear and concise in her explanations and technically very well read. As a professional trustee, I value her input in meetings on a broad range of subjects, her understanding of fiduciary considerations is of real value to clients and forms part of a very high standard of support to her clients. In short, Joanne she knows her clients and takes the time to understand them. She cares for them and she will always do what she believes is in their best interests. She is rightly very highly regarded.

13 Jul 2017

Peer review:

I have been with Joanne as my private banker for many years. I have followed Joanne as she has moved from banks as I value her advice and service enormously. I find her very professional, has exceptional client service and I trust her advice. I would not consider dealing with anyone else to look after my affairs. Joanne has always looked after my needs and situation impeccably. I have great respect for her judgement.

LORRAINE FREEDBERG    SELF   
12 Jul 2017

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

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