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Rachel Gilliam

Partner - Head of Private Clients

Specialism: Financial Advisory & UHNW Services Insurance

Company: Lockton Companies

Location: London, England

Citywealth rating

5
Average: 5 (1 vote)
Fee Level:
5
Average: 5 (1 vote)
Quality of Advice
5
Average: 5 (1 vote)
Communications Skills
5
Average: 5 (1 vote)
Interpersonal Skills
5
Average: 5 (1 vote)
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Peer review:

Rachel has developed and built a very client focussed team, with diverse areas of expertise to manage the needs of UHNW clients. She promotes the career development of her team and supports educating the next generation. At the same time Rachel fights tirelessly to get the best results for clients, continuously challenging herself and those working with her. Working in Partnership with those who can add value and equally support her clients, Rachel operates seamlessly across the different specialisms required for her clients, managing all her relationships with great empathy.

13 Jun 2018

Private client review:

When we first engaged with Rachel, following a referral, when she quickly grasped a strong understanding of not only the principal’s physical assets and liabilities and those of the wider family, but also of their preferences. Leading her team, they designed a consolidated insurance programme that was simplified, easier to manage and extracted economies of scale across the UK portfolio of properties and vehicles. The on-going service from Rachel and her team is excellent; providing a consultative proactive service and someone with knowledge of the principal’s programme always available to assist. I have found Rachel’s approach truly professional and helpful.

13 Jun 2018

Start Ratings
Written Review
Your Details
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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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Rachel works with ultra high net worth individuals, their advisors and family offices. She supports them in assessing physical assets and liabilities, and designing, implementing and placing insurance programmes; protecting and preserving clients’ wealth and lifestyles. She draws on solid cross-class insurance knowledge to advise on risks of all types – from property, estates, motor, art, jewellery, aviation and marine etc. Rachel has over 20 years’ experience in the insurance industry, the last 17 focused on private clients and previously as an underwriter of commercial insurances and estates. Rachel’s leadership, market relationships and thinking beyond the obvious, provides clients with positive results.

2018 

Rachel Gilliam currently has no Citywealth award

Average client size: £5 million - £25 million

Fixed fee offering: No

Lockton Companies

Number of offices globally: More than 5

The St Botolph Building

138 Houndsditch

London

EC3A 7AG

T: +44 (0)20 7933 2605

https://www.locktonsolicitors.co.uk/contact/rachel-gilliam.html

Rachel Gilliam is currently in no lists

Peer review:

Rachel has developed and built a very client focussed team, with diverse areas of expertise to manage the needs of UHNW clients. She promotes the career development of her team and supports educating the next generation. At the same time Rachel fights tirelessly to get the best results for clients, continuously challenging herself and those working with her. Working in Partnership with those who can add value and equally support her clients, Rachel operates seamlessly across the different specialisms required for her clients, managing all her relationships with great empathy.

13 Jun 2018

Private client review:

When we first engaged with Rachel, following a referral, when she quickly grasped a strong understanding of not only the principal’s physical assets and liabilities and those of the wider family, but also of their preferences. Leading her team, they designed a consolidated insurance programme that was simplified, easier to manage and extracted economies of scale across the UK portfolio of properties and vehicles. The on-going service from Rachel and her team is excellent; providing a consultative proactive service and someone with knowledge of the principal’s programme always available to assist. I have found Rachel’s approach truly professional and helpful.

13 Jun 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

Rachel Gilliam currently has no reviews

Insurance arrangements for a client with growing wealth

I worked with a client who was gravely concerned that his prevailing insurance arrangements were inadequate leaving him exposed, feeling vulnerable and in greater need for management and control.

I conducted an in-depth audit of his assets, liabilities and values. Additionally, we also assessed the softer less tangible risks he faced and some of his concerns regarding the safety of his children and engaged specialist service providers to give him the support and reassurance he wanted.

The outcome for this client was an end-to-end managed service with comprehensive cover, all in one place, and importantly providing sleep easy cover. He has a consistent, stable and proactive team looking after him, comprising area specialists required for his portfolio, which all work closely together in a cohesive way and have built a strong relationship with him and his family. As his assets continue to grow, get ever more dissipated and his needs more complex, he has comfort we will evolve the programme and service in line with him.