Leaders List Selector
Best of the best directory of industry stars, rising talents & leading companies in private wealth management

Top Recommended 40 Under 40 2022

The Top Recommended 40 Under 40 is a research-led editorial feature highlighting the ‘need to know’ people in the wealth management and private client industries, all aged forty or under (at the time of research).

We invited those who are ranked to share an insight into their career and specialisation in order to learn more about the person behind the role.

 

In the new world of digital, Citywealth is delighted to offer our 40 under 40 top list an opportunity to have an online touchpoint for clients to read about their expertise and get reviews and rankings to help with business development. If you book before Friday 18th, we will offer a gold profile for the price of silver which includes photo and biography and contact details.

Silver booking link here.

 

Would you also like to do some in person business development?

12th April we have our Tomorrow Club for advisors and managers in their first job to network and fast track their careers Citywealth - wealth management, finance, finance news, luxury lifestyle and philanthropy (citywealthmag.com).

26th April we have our WP club for business development Citywealth - wealth management, finance, finance news, luxury lifestyle and philanthropy (citywealthmag.com).

 

Future Leaders Awards 2022

The Leading Awards Championing Young Professionals

Enter now Future Leaders Awards 2022 - Home Page

 

Daniel Crouch

Director

EY Frank Hirth

Daniel is a Director at EY Frank Hirth. He has been with the firm for around 13 years, joining the graduate scheme of Frank Hirth in 2009.

 

Your work in the last year and your typical clients:

Over recent years there have been meaningful changes to both the UK and US tax legislation impacting those individuals working in the asset management industry. Following the introduction of these changes, HMRC has taken a keen interest in the personal taxation of fund managers, and this has resulted in more enquiries involving ultra-high-net-worth individuals. We have continued to collaborate with our individual clients and fund managers to respond to these ongoing enquiries with remarkable success over the last 12 months.

My main focus is private client taxation, providing US and UK advice on a wide range of private client tax issues. My specialist area within the US/UK tax world consists in providing advice to individuals working within partnerships in the investment and alternative asset management industries, as well as providing advice on personal tax issues for expatriate employees.

 

ESG: what changes has your company made for clients?

EY have recognised that ethical investments and choices have surged in popularity and the firm has become a market leader in helping companies with their ESG agenda. At EY Frank Hirth, I have spent time speaking with our clients and contacts to better understand what ESG means to them and what we can do to help.

 

Hobbies, philanthropy, personal life… tell us more about you as a person.

Outside of work, I enjoy spending time with my wife and young son. Pre-pandemic we enjoyed travelling and I have spent time exploring Sri Lanka, South Africa, and Canada.

A few years ago, the team at Frank Hirth slept outside to raise money for Centrepoint, a charity aimed to help support homeless people aged 16–25. Following the fundraising for Centrepoint, I have continued to support charities invested in homelessness.

Jamie Lang

Private Banker

Nedbank Private Wealth

Jamie is a Private Banker at Nedbank Private Wealth and has been with the business for over 11 years.

 

Your work in the last year and your typical clients:

I manage a client book with total Assets Under Management of £50m, Assets Under Administration of £45m and a lending book of £12.5m. I provide a holistic advice service for HNW and UHNW clients for all their Banking, Investment, Lending, and Wealth Management needs. I am responsible for nurturing this book of private clients and intermediaries. I advise clients on lending and investments and work with their tax advisers, accountants, or trustees to ensure their overall financial objectives/wealth structuring requirements are met in a tax-efficient manner. I bring in and coordinate wealth planning specialists or technical investment specialists for clients that require this. This allows us to help clients at all stages of their life journey and provide a full wealth plan that helps them achieve their goals.

My portfolio is made up of private clients from all over the world, but I also manage some corporate and trust structures, as well as charities.

 

ESG: what changes has your company made for clients?

Here at Nedbank Private Wealth, we take our ESG responsibilities seriously and are working toward becoming a certified climate positive workplace. An example of how we are doing this is our Ecologi project where we have already planted a total of 63,764 trees in various projects worldwide. We also have several physical projects undertaken throughout the offices, such as cycle to work schemes, recycling projects, or paper-saving schemes (we hardly ever print!). Additionally, we have undertaken wildlife preservation, beach cleaning and tree planting projects in our different offices.

This attitude flows right through to the investment decisions within our investment portfolios. We adhere to responsible investing principles within our portfolios. All our managers consider ESG factors within their investment process and embrace either the principles for responsible investing or the Global Real Estate Sustainability Benchmark. We invest in both renewable energy and social care assets within our portfolios and strongly believe that incorporating ESG factors into our investment decisions supports the pursuit of superior risk-adjusted returns for our clients.

 

Hobbies, philanthropy, personal life… tell us more about you as a person.

I am a keen sportsman and really enjoy playing football. I am a volunteer for the bank’s charity committee which raises funds for charitable causes. I have also recently taken the role of vice president for our local CISI committee which arranges various local CPD events on the island.

Christopher Cook

Senior Associate

Baker McKenzie

Christopher is a Senior Associate at Baker McKenzie and has been with the firm for nine years.

 

Your work in the last year and your typical clients:

I have advised an Israeli Billionaire on the administration of his global asset holding structure (over twenty trusts, holding significant investments). I have advised the Principal of a Middle Eastern Royal family on a new structure to hold European and Middle Eastern bankable assets. I have provided advice to a well-known entrepreneur on the establishment of a new Philanthropic Foundation to fund educational projects globally. From a litigation perspective, I have provided advice to a UK resident non-domiciled on an ongoing family dispute and settlement with HMRC.

I have clients from the Middle East and Russia. Further specialities include UHNW UK resident non-domiciled, family offices for clients undertaking downstream investments, leading trust companies and private banks.

 

ESG: what changes has your company made for clients?

We are currently in the process of setting up a specific ESG practice group. This will feed in and rank alongside our other specific practice groups, such as Oil and Gas, Financial Services etc.

 

Hobbies, philanthropy, personal life… tell us more about you as a person.

I graduated from Cambridge University in 2011. My hobbies are an unusual mix of drinking red wine, exploring London, and following Millwall FC through thick and (usually) thin!

Riccardo Barone

Partner/Tax Expert

Tavecchio & Associati

Riccardo is a Partner and Tax Expert at the Italian private client boutique firm Tavecchio & Associati.
He joined the firm in 2015.

 

Your work in the last year and your typical clients:

My focus is on cross-border estate and wealth planning, international tax structuring, as well as taxation related to relocations of private clients to and from Italy. I also deal with real estate taxation and taxation of financial investments.
I have recently advised various wealthy international families wishing to move to Italy under the special tax regimes provided by the Italian tax law. These cases have required a thorough technical analysis of all their elements, including applicable cross-border regulations. We advise our clients on optimizing their international wealth structures and drafting rulings from the Italian tax authorities to ensure favourable taxation.

I work with UHNW and HNW individuals and families, trustees, family offices, financial institutions, as well as entrepreneurs and real estate investors.

 

ESG: what changes has your company made for clients?

In the last few years, we have started to think about how to reduce waste and become more sustainable. We decided to rely less on paper and use minimum amounts of plastic. We have also reduced our electricity consumption and take public transport to work whenever it is possible. I personally like to cycle from a meeting to another whenever I can.

 

Hobbies, philanthropy, personal life… tell us more about you as a person.

I turned from a fanatic footballer and traveller to a happy family man.

Before my beautiful daughters Giorgia and Ginevra (respectively 1 and 3 years old) were born, I played football three times a week and travelled whenever I got the chance as I wanted to see as much of the world as possible.
Now that I am a young father, my priorities have changed. I like to spend my free time with my girls. It means kicking a ball around with them instead of playing football competitively with a team. It means going to the playground, the aquarium, or to a kid’s party instead of travelling abroad and going out.
Although I don’t regret this shift of priorities at all, I still haven’t lost my passion for sports and travelling, and I am looking forward to doing more of that again… with my family.

I think that philanthropy is making an impact with regular contributions to projects which I believe in, which are rooted locally, and designed to have long-term results. 

Amy Collins

Executive Director

Ocorian

Amy is an Executive Director in the Private Client department, specifically leading the Jersey Family Office team of nine people. Prior to joining Ocorian seven years ago, she worked at Grant Thornton UK for almost ten years and focussed on UK tax advisory projects.

 

Your work in the last year and your typical clients:

Early 2021, I took over the leadership of the Jersey Family Office team at Ocorian, working with global families on a multitude of investments, ranging from direct PE, funds and digital assets to luxury yachts, cars, and prime real estate. As part of the Ocorian Head of Family Office remit, I assist UHNW and HNW families and individuals with all their administration needs, authorising new investments, transacting sales and redemptions, but also providing support and administration around investments in IPOs, coordinating immigration and tax residency advice with associated administration for their investment portfolio and banking arrangements.

My clients are multinational ultra-high net worth families and Family Offices requiring assistance with their financial and concierge administration, be that assistance with executing the purchase, maintenance and sale of investments, corporate directors, or trustees or simply the tracking of their finances.

 

ESG: what changes has your company made for clients?

Ocorian created a portal known as ‘Collaborate’. This portal provides visual access to our clients’ assets and alleviates the need for excessive paper and resources. Ocorian also adopted Docusign, again to reduce paper and resources. Philanthropy is super important to our Family Office clients and dovetails with both their personal and Ocorian’s ESG policies, investing in social, environmental, and ethical businesses.

 

Hobbies, philanthropy, personal life… tell us more about you as a person.

I relocated from the UK to Jersey seven years ago. It is a fantastic place to bring up children and enjoy the outdoor life. Outside of work, I love to travel and am looking forward to many more trips now that the world is beginning to open up again.

Kate Caldwell

Consultant

Irwin Mitchell

Kate is a consultant in Irwin Mitchell’s international private client and tax team. She has been working for Irwin Mitchell for approximately three and a half years.

 

Your work in the last year and your typical clients:

I specialise in the international elements of UK taxation and asset structuring, so the majority of the work I do involves complex cross-border tax and succession planning.

Some of the work I have undertaken in the past year includes advising on and project managing the implementation of an intricate UK tax structuring project for an UHNW individual holding significant private equity interests, advising on the winding up of a complex Guernsey trust structure acquired by a UK resident and domiciled individual in order to take advantage of a particular planning arrangement that was possible under the IHT legislation existing at that time, providing pre-immigration tax advice to HNW and UHNW individuals relocating to the UK (in particular from the US) and advising on the UK tax classification of foreign entities and structures.

I act for high and ultra-high net worth individuals and families, as well as their trustees and companies, with intricate multi-jurisdictional affairs. I also act for several international family offices.

 

ESG: what changes has your company made for clients?

Irwin Mitchell has recently appointed its first ever ‘Head of Responsible Business’ and refreshed its Responsible Business Strategy to focus on two key topics: inclusion and sustainability.

 

Hobbies, philanthropy, personal life… tell us more about you as a person.

I am a keen tennis player and I also enjoy running and keeping fit.

I love all things related to art and design. Whilst I dabble in painting and drawing from time to time, my main passion is interior design and upcycling furniture – I am currently upcycling two large mahogany armchairs.

I support Variety, a New Zealand charity established to improve the lives of disadvantaged New Zealand children. New Zealand has high childhood poverty rates, and this is a cause that I feel very strongly about.

Garry Manley

Partner

Appleby

Garry is a Partner at Appleby and has been with the firm for three and a half years.

 

Your work in the last year and your typical clients:

Below is a summary of the work I have done in the last year.

•Advising on the establishment of Erso Capital PCC Limited, a $1 billion litigation financing vehicle. (Launched March 2021)

•Advising International Financial Group Limited, the owner of the RL360, Friends Provident International and Ardan brands, on a deal that will see international private equity firm Cinven become its majority investor. (Announced February 2022)

•Advising Starwood Capital Group on its £467.9 million recommended cash offer for London-listed Isle of Man company, RDI REIT P.L.C. (Completed May 2021)

•Advising Monument Re on its acquisition of LCLI International Life Assurance Company Limited and Charles Taylor Group’s other Isle of Man operations. (Completed February 2021)

•Advising IPS-Integrated Project Services, a portfolio company of Alleghany Capital, on its acquisition of Isle of Man-incorporated Anchorbuoy Limited, the parent company of Linesight, a global consultancy firm. (Completed October 2021)

•Advising BGF, the UK’s most active growth capital investor, on its $17.2 million investment in Myzone, the Isle of Man-based global manufacturer of wearable fitness tracking technology, in a deal that valued the group at $102 million. (Completed January 2022)

•Acting as Isle of Man counsel to a consortium of private equity investors on a c.$5 billion cash offer for a London-listed company that had Isle of Man insurance companies in its group. (Completed June 2021)

•Acting as Isle of Man counsel to a leading European stockbroker on a carve-up sale transaction that could be worth over €600 million. (Announced July 2021)

•Acting as lead counsel on the cross-border transfer of a book of business from a Guernsey life insurer to my client, an Isle of Man life insurer, by way of an Isle of Man court-sanctioned scheme of transfer (the equivalent to a Part VII transfer in the UK). (Ongoing)

•Acting as lead counsel to an Isle of Man life insurer on the transfer of approximately 29,000 policies to another Isle of Man life insurer by way of an Isle of Man court-sanctioned scheme of transfer (the equivalent to a Part VII transfer in the UK). (Ongoing)

•Frequently advising the only NYSE-listed Isle of Man company on Isle of Man company law matters.

I work with private equity and venture capital funds, as well as large international insurance groups and investment management firms. I have a very wide range of clients, including listed companies, gaming companies, large multinationals, tech companies, telecommunications companies, and high net worth individuals. I am also the go-to Isle of Man counsel for the only Isle of Man company that has its shares listed on the New York Stock Exchange, which is in the film and entertainment space.

 

ESG: what changes has your company made for clients?

At Appleby we are recognised for our professionalism, integrity, and excellent client service, and these are the values we pride ourselves on and are at the core of our business. We work closely with our colleagues and clients to continuously evolve and improve to best suit their needs. Notable changes include:

Weekly Global Business Update Newsletter: launched in March 2020, it focuses on the Covid-related issues that impact our clients, markets, sectors, and jurisdictions. Articles have covered topics ranging from the evolving digital nomad culture in our jurisdictions, Investment Funds and ESG Investing, the role of Private Equity in economic recovery from Covid19, to Economic Substance and much more.

Economic Substance Tool: I played an integral role in the creation of an online economic substance tool that uses technology to enable shareholders of Isle of Man companies to determine their classification under the Isle of Man’s economic substance rules (free of charge). This has been a tremendous success as over 1,500 clients from seventy countries used the tool in the first five weeks after its launch.

Open at Appleby: During 2021, we renewed and re-energised our commitment to diversity, inclusion and belonging. In September we established a Diversity, Inclusion and Belonging Committee which comprises senior leaders from across the Group and is chaired by our Group Managing Partner, Malcolm Moller. The Committee will determine and guide the culture development initiatives comprising our strategy for inclusion across the Appleby Group, a programme of work that will be ongoing and iterative in order to ensure that cultural change is embedded and sustained.

 

Hobbies, philanthropy, personal life… tell us more about you as a person.

I have a wonderful family, a wife and two young girls, so away from work I spend as much time with them as I can (at ballet practice, swimming lessons, spelling practice and everything in between).

I am also a keen swimmer (in the distant past I held a number of Isle of Man records at junior and senior level), so I still get to the pool whenever I can, and I do as much running and cycling as I can fit into my calendar.  I competed in my first medio fondo (a 40-mile cycling sportive on closed roads) in 2020, and I completed my first full-distance triathlon in 2021, finishing 10th in the Isle of Man championships.

I am also passionate about giving back to the community.  After returning to the Isle of Man in 2017, I established and created a successful negotiation competition for lower-sixth students at all of the Isle of Man’s secondary schools, and I have returned to my old school on several occasions to deliver an assembly to sixth form students on university choices/applications and to review and provide feedback on university applications and personal statements.

Because of my keen interest in the intersection between law and politics, and how changes to Isle of Man legislation can impact the Isle of Man’s international standing, I also frequently provide input, on a voluntary basis, into legislative developments across a broad range of topics.

I also recently (Feb 2022) donated blood for the first time!

Helen Barnett

Senior Associate

Wedlake Bell

Helen is a Senior Associate in the Private Client team at Wedlake Bell and has been with the firm for just over three years.

 

Your work in the last year and your typical clients:

I have been dealing with cross-border matters in recent months, including the administration of an estate of Norwegian national who has lived all over the world, was married a couple of times, had several wills, not all of which are valid, who had assets in Norway, the UK, Singapore, Portugal, and the US. It has been interesting liaising with advisers in the other jurisdictions to establish how the laws of the different jurisdictions interact with each other and to establish how all of the assets will be distributed.  I have also been working with our employment team and corporate team regarding family companies for which the executor is responsible for winding up as part of the administration of another estate. In addition, I have been advising on inheritance tax planning about property interests and dealing with an interesting matter where a client received poor advice years ago and bought several properties in her child's name. The parties have now fallen out and we need to protect the mother's position by putting in place documentation now to formalise the ownership of the properties.

I work with a broad range of clients, from UK-based individuals to the trustees of family trusts, to executors of estates based both in the UK and abroad.

 

ESG: what changes has your company made for clients?

We work with trustees and private individuals who have become more conscious about ESG investing in recent years, and we ensure that we are working with investment managers who have adapted well to this new landscape. As a business, Wedlake Bell is environmentally conscious and encourages its staff members to be so too.

 

Hobbies, philanthropy, personal life… tell us more about you as a person.

I love singing. I have been a member of various choirs, including most recently the Wedlake Bell choir, which rehearses once a week at work. I have two small children, so I spend most of my free time with them. I love going for long walks with my family in Epping Forest, near where I live. I also love interior design and since the first lockdown I have enjoyed gradually redecorating my house from top to bottom – when we were forced to spend a lot more time at home, I found that painting a room was a very therapeutic way to spend a weekend at home!

Marco Frigg

Attorney-at-law

Weber Schaub & Partner ag

Marco is working as an attorney-at-law at Weber Schaub & Partner ag since March 2020.

 

Your work in the last year and your typical clients:

I am advising Swiss and international clients about national and international estate and wealth planning (last wills, inheritance contracts, prenuptial agreements, business succession, trusts and foundations) as well as cross-border estate litigation. In the last year, I have dealt with more contentious work than in my previous years as a private client lawyer. I am currently involved in a high-scale estate dispute that involves multiple jurisdictions and various off-shore institutions. I also deal with divisions of estates, claw-back claims concerning Swiss forced heirship law and I draw up different estate plans and business succession schemes.

I collaborate with private clients from any sort of background and age. A typical client can be a Swiss business owner with a strong family tradition or a young start-up entrepreneur. I particularly enjoy collaborating with international clients.

 

ESG: what changes has your company made for clients?

Weber Schaub & Partner is committed to offering personal and transparent services to all its clients. We deliver our advice in a very straightforward and honest way, with no agenda other than serving the interests of our clients, not forgetting about highly competitive rates. Being human is part of Weber Schaub & Partner’s DNA, and it represents a priority to us, visible in our services to the clients, but also in how we work together as colleagues.

 

Hobbies, philanthropy, personal life… tell us more about you as a person.

I am a big sports fan, playing tennis, golf, and hockey, going to the gym regularly and doing yoga to stay fit both physically and mentally. I am a person who is constantly working on himself. I enjoy starting new things and taking the initiative, be it a new hobby or a new business venture.

James Netto

Solicitor Advocate/Partner

The International Family Law Group

James is a Solicitor Advocate and Partner in the Children Team, having joined iFLG as a Partner in 2020.

 

Your work in the last year and your typical clients:

Although I manage all cases concerning children disputes, I specialise in the international movement of children, and I am an expert in international parental child abduction cases. I am regularly instructed by parents and children within the UK and abroad, as well as by the Central Authority. Throughout the last year, I have continued to specialise in international children matters, in the family court, High Court, and Court of Appeal. I have also had a case referred to the European Court of Human Rights, in which we are challenging the principles upon which a state denied a father the right to see his child.

I am the chair of the Child Abduction Lawyers Association, or CALA, which is the only organisation specifically targeted at international children’s lawyers. Through this, we have set up a team that is seeking to intervene and provide an amicus brief in the case of Saada and Golan, heard by the Supreme Court of the United States later this year. I have had the best part of a dozen reported cases this year, including two in which my experience of representing children was praised by High Court judges.

I represent mothers, fathers, grandparents, and other family members from across the world, as well as young people. They can come from all levels of society; no matter how rich or poor they are, or their social or cultural or religious backgrounds, it is fascinating to see the same arguments arising around children in all families.

The most interesting cases I am involved with concern representing children and young people in abduction matters. They find themselves in the centre of a dispute between two warring parents, lost in the crossfire and often without much of a say. I really enjoy representing and getting to know my clients who are young people, and often find myself amazed by how clear and considered young people can be in court proceedings once they find their voice.

 

ESG: what changes has your company made for clients?

I am a trustee for an organisation called Hear Their Cries, which is the only charity specifically set up to combat the sexual exploitation of local women and children who have been abused by men working in the aid industry. Through diplomacy, awareness, ground-breaking genetic testing, and legal action, we have been able to locate Western men who have fathered children abroad in developing countries whilst working for aid agencies or international companies, and then hold them to account. We have used DNA testing and genetic databases to find and track down men who fathered children in some of the poorest parts of the world. In 2021 I was fortunate enough to speak alongside former Australian Prime Minister, Julia Gillard, at a conference at King’s College London discussing the legal aspects of international sexual exploitation of children.

My firm is also very keen to support future lawyers; I have been a mentor through various schemes (including ‘Aspiring Solicitors’) for many years, and this year I spoke to a group of budding lawyers at a KCL Law Society event about alternative pathways into law away from commercial work. I am also part of the University of Greenwich’s pro bono Legal Advice Clinic which provides regular legal assistance to those who cannot access lawyers.

Through CALA, we were delighted to launch our new pro bono Duty Advocate Scheme, assisting litigants in person with international children matters. My firm was proud to be the first firm to be involved in this scheme, and we were able to coordinate the efforts of around two dozen firms who have volunteered for this scheme.

 

Hobbies, philanthropy, personal life… tell us more about you as a person.

I find myself speaking to young people who are often in proceedings for years and years, sometimes in different countries, and almost always experiencing litigation burnout whilst feeling left out of the decision-making process. One recently told me that he felt like he was a ‘shuttlecock’ and his parents were holding the badminton rackets. Another told me that she felt like a ‘bag of rubbish’ being thrown from one court to another. Giving them a voice in court proceedings is immensely rewarding – especially in the complex and binary world of abduction cases. Aside from being their lawyer, the young people I represent are great fun and amazingly engaging; I get to learn about everything from their netball team’s performances and their love of pets to their thoughts on Man City winning the league and videos they find funny on Tik Tok. Being their lawyer can feel like I am simultaneously their advisor, their older brother, and their mate. There are not so many jobs quite like it, and something I truly relish.

Outside of work, I am a keen scuba diver and have recently gained my advanced deep-sea diving award – there is something amazing about being deep underwater, far away from emails and ringing phones.

I am also the proud owner of a Spanish rescue dog who has now sat through (or rather, snored through) a good dozen virtual hearings. Thankfully, her very few on-screen cameos have been well-received by clients and judges alike.

Katie Baxter

Senior Associate

Ogier

Ali Granville

Associate

Newton Kearns

William Hartley

Private Banker

Citi Private Bank

Annmarie Forster

Associate

BDB Pitmans

Georgia Burgoyne

Assistant Portfolio Manager

Cazenove Capital

Peter Chalwin

Manager

Dixon Wilson

Elizabeth Hart

Marketing Executive

Waverton Investment Management

Molly Baldwin

Assistant Tax Manager

EY Frank Hirth

Leon Keen

Partner

Rawlinson & Hunter

Lily Kennett

Partner, Investigator and Reputation Manager

Schillings

Natalie Lemonides

Senior associate

Royds Withy King

Claudia Suter

Partner

Homburger

James Arrowsmith

Director

Alvarez & Marsal

Silvia Andriotto

Associate Director

JTC Group

Darren Bigwood

Private Banker

Investec Bank

Patrick Bowen

Wealth Manager

MASECO Private Wealth

Peter Brooks

Head of Investment Manager Review

Rawlinson & Hunter

Camellia Buckmaster

Senior Associate

Payne Hicks Beach

Ashleigh Carr

Senior associate

Forsters

Olly Cheng

Associate Director

Saunderson House

Robert Christie

Partner

Bedell Cristin

Dominic Condé-Cole

Associate

Maurice Turnor Gardner

Sophie Coote

Associate

Charles Russell Speechlys

James Currie

Senior Tax Manager

Buzzacott

Marc Etherington

Senior Associate

Rayden Solicitors

Yindi Gesinde

Partner

Baker McKenzie

Emma Gill

Director, Divorce and Family Law

Vardags

Aidan Grant

Associate

Collyer Bristow

Alexander Greter

Partner

Lenz & Staehelin