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Rafael Steinmetz Leffa

Client Relationship Manager

Specialism: Private Bankers & Investment Managers

Company: Shard Capital Partners

Location: London, England

Citywealth rating

4.75
Average: 4.8 (2 votes)
Fee Level:
4
Average: 4 (2 votes)
Quality of Advice
5
Average: 5 (2 votes)
Communications Skills
5
Average: 5 (2 votes)
Interpersonal Skills
5
Average: 5 (2 votes)
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Private client review:

Rafael is an excellent professional, very proactive, technically astute, but also has excellent interpersonal skills. Highly recommend.

25 Jun 2019

Peer review:

I have worked with Rafael for the last 3 years and can say that he is extremely talented and most importantly a good listener. His ability to communicate in five different languages including Mandarin means that he can connect with clients from all over the world with ease and learn what they wish and help provide the services they truly want.

06 Jun 2018

Private client review:

Extremely competent professional. Savvy on his advice, leaving you to feel at ease and relaxed.

17 May 2018

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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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2018 

Rafael Steinmetz Leffa currently has no Citywealth award

Average client size: £5 million - £25 million

Fixed fee offering: Yes - In this specialist team focusing on wealth management of foreign client assets, we offer three levels of services. A government bond only option, advisory portfolio construction and a discretionary portfolio, all which contain a fixed annual management fees. These vary from 0.75% to 1.5%. All which meet client demands and suitability, as well as immigration requirements.

Shard Capital Partners

Number of offices globally: 1-5

Rafael Steinmetz Leffa currently has no contact details

Private client review:

Rafael is an excellent professional, very proactive, technically astute, but also has excellent interpersonal skills. Highly recommend.

25 Jun 2019

Peer review:

I have worked with Rafael for the last 3 years and can say that he is extremely talented and most importantly a good listener. His ability to communicate in five different languages including Mandarin means that he can connect with clients from all over the world with ease and learn what they wish and help provide the services they truly want.

06 Jun 2018

Private client review:

Extremely competent professional. Savvy on his advice, leaving you to feel at ease and relaxed.

17 May 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

Rafael Steinmetz Leffa currently has no reviews

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