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

Top 100 Wealth Management Advisors 2022

Citywealth's Top 100 Wealth Management Advisors is a guide to the leading advisors in the wealth management community based on independent research conducted by Citywealth. The focus of our list is advisors who are managing the wealth and investments of UHNWs. Listed A to Z by first name.

3.8
Average: 3.8 (5 votes)

Adam Benskin

Strabens Hall

CEO

4
Average: 4 (1 vote)

Andrew Cumming

JM Finn

Investment Director

4.55
Average: 4.6 (5 votes)

Edward Loader

Integritas Wealth Partners

Managing Director

4.5
Average: 4.5 (4 votes)

Jonathan Giles

Rathbone Investment Management

Managing Director

4.775
Average: 4.8 (50 votes)

Josh Matthews

MASECO Private Wealth

Co-founder and Managing Partner

4.5
Average: 4.5 (4 votes)

Lucy Ritchie

LGT Vestra

Partner

4.69737
Average: 4.7 (19 votes)

Nancy Gabel

Evercore Wealth Management

Partner

4
Average: 4 (1 vote)

Alan Hooks

Julius Baer

Managing Director, Head of Private Clients

4
Average: 4 (1 vote)

Alan Marshall

Coutts

Executive Director, Senior Wealth Manager

4.75
Average: 4.8 (8 votes)

Andrea Santos-Morales

UBS Wealth Management

Head of Wealth Planning Americas International

4
Average: 4 (1 vote)

Anna Murdock

JM Finn

Head of Wealth Planning

4
Average: 4 (1 vote)

Annabel Bosman

RBC Wealth Management

Head of Relationship Management

4
Average: 4 (1 vote)

Ann-Marie Atkins

Tilney Smith & Williamson

Managing Partner

3
Average: 3 (1 vote)

Arianna Faucetta

Citi Private Bank

Director

4
Average: 4 (1 vote)

Bandish Gudka

LGT Vestra

Partner

4
Average: 4 (1 vote)

Ben Chance

LGT Vestra

Partner & Head of Private Office

4
Average: 4 (1 vote)

Bertie Dannatt

Ruffer

Investment Director

4
Average: 4 (1 vote)

Bharat Basra

Hassium Asset Management

Partner

3
Average: 3 (1 vote)

Carly Doshi

HSBC Private Bank

Head of Wealth Planning and Advisory

4.45238
Average: 4.5 (63 votes)

Catherine Lapadula

UBS Wealth Management

Managing Director/Market Head

4
Average: 4 (1 vote)

Charles Costa Duarte

Rothschild & Co

Director, Wealth Management

4
Average: 4 (4 votes)

Charlie Hoffman

HSBC Private Bank

Managing Director

4.666665
Average: 4.7 (6 votes)

Charlotte Thorne

Capital Generation Partners

Founding Partner

4
Average: 4 (1 vote)

Chris Cole

Lockhart Capital Management

Founding Partner

4
Average: 4 (1 vote)

Christophe Deltomme

Pictet & Cie

Managing Director - Head of Wealth Management

4
Average: 4 (1 vote)

Clement Hutton-Mills

Goldman Sachs

Managing Director

4
Average: 4 (1 vote)

Corin George

Bellecapital International AG

Managing Partner and CEO, UK Business

3.5
Average: 3.5 (4 votes)

Dermot Hamill

Canaccord Genuity Wealth Management

Head of Wealth Management

4
Average: 4 (1 vote)

Dominic Pearson

Ruffer

Investment Director

4
Average: 4 (1 vote)

Dominic Peyton

Kleinwort Hambros

Director and Team Leader, Private Banking

4
Average: 4 (1 vote)

Duncan Gordon

Sarasin & Partners

Senior Associate Partner

4
Average: 4 (1 vote)

Duncan MacIntyre

Lombard Odier

CEO

4
Average: 4 (1 vote)

Eleanor Ingilby

Sanlam

Head of Harrogate Office, Portfolio manager

4.15
Average: 4.2 (5 votes)

Ellen Kratzer

Fiduciary Trust Company International

Managing Director

4.25
Average: 4.3 (8 votes)

Etienne D'Arenberg

Mirabaud & Cie

Director, Head of UK Wealth Management

4.71591
Average: 4.7 (22 votes)

Francesca Boschini

Deutsche Bank AG

Director and Head of Wealth Planning International for the Americas

4
Average: 4 (1 vote)

Giles Pascoe

Goldman Sachs

Managing Director

3
Average: 3 (3 votes)

Guy Paterson

Stanhope Capital

Partner, Portfolio Management

3
Average: 3 (3 votes)

Helen Watson

Rothschild & Co

CEO of UK Wealth Management

4
Average: 4 (1 vote)

Howard Cockburn

JM Finn

Investment Director

5
Average: 5 (3 votes)

Ian Barnard

Capital Generation Partners

Founding Partner & CEO

4.75
Average: 4.8 (11 votes)

Ilka Gregory

Truvvo Partners

Managing Director and Head of Client Relationships

3.5
Average: 3.5 (2 votes)

James Beck

James Hambro & Partners

Partner, Head of Investments

4
Average: 4 (1 vote)

James de Broë-Ferguson

Investec Wealth & Investment

Senior Investment Director

4.833335
Average: 4.8 (6 votes)

James Penny

Barclays Private Bank

Managing Director , Head of UK International & Ireland

4.54762
Average: 4.5 (21 votes)

James Sellon

MASECO Private Wealth

CO-FOUNDER , MANAGING PARTNER , SENIOR WEALTH MANAGER

3
Average: 3 (1 vote)

James Spence

Cerno Capital

Managing Partner - Portfolio Manager

4
Average: 4 (1 vote)

Jamie Black

Sarasin & Partners

Partner, Head of Private Client

3.5
Average: 3.5 (3 votes)

Jane Sydenham

Rathbone Investment Management

Investment Director

3
Average: 3 (2 votes)

Jean-Luc Le Tocq

Julius Baer

Head of Private Banking

3
Average: 3 (3 votes)

Jer O'Mahony

Killik & Co

Partner, The Family Office

4
Average: 4 (1 vote)

Jeremy Vaughan

Hampden & Co

Managing Director - Banking

3.0625
Average: 3.1 (4 votes)

Jessica Crane

London & Capital

Executive Director, Private Investment Office

3
Average: 3 (1 vote)

John de Salis

Mirabaud & Cie

Head of desk and Member of the Investment Committee

4
Average: 4 (1 vote)

John Williams

Nedbank Private Wealth

Head of Wealth Planning

4
Average: 4 (1 vote)

Josef Stadler

UBS Wealth Management

Group Managing Director, Head Global Family Office

5
Average: 5 (2 votes)

Kate Leppard

Cazenove Capital

Head of Client Service

4
Average: 4 (1 vote)

Laurence Mandrile-Aguirre

Citi Private Bank

Head of Citi Private Bank Switzerland and Monaco

4
Average: 4 (1 vote)

Marc Arand

Banque Havilland

CEO

4.333335
Average: 4.3 (3 votes)

Maria Angeles Bonany Munoz

Morgan Stanley

Executive Director, Wealth Management, Financial Advisor

3.666665
Average: 3.7 (3 votes)

Michael Bull

Quilter Cheviot

Investment Director

4
Average: 4 (1 vote)

Michael Vlahovic

EFG Private Bank

Head of Private Banking UK

4.933705
Average: 4.9 (313 votes)

Michael Welti

Banque Heritage

Managing Partner / Head Private Banking

4
Average: 4 (1 vote)

Mike Lilwall

Charles Stanley

Director of Private Clients

3.95
Average: 4 (5 votes)

Mo Baluchi

Standard Bank

Managing Director, International Client Solutions

3.5
Average: 3.5 (2 votes)

Nandu Patel

Barclays Private Bank

Senior Adviser to Private Bank Clients, Head of Charities and Asset Consultant Relationships

4.59375
Average: 4.6 (8 votes)

Natalia Murphy

Citi Private Bank

Head of Trust and Wealth Planning - North America

4
Average: 4 (1 vote)

Nicholas Davis

Lombard Odier

Senior Private Banker and UK Team Head

4
Average: 4 (1 vote)

Nicholas Hornby

Cerno Capital

Managing Partner - Portfolio Manager

3.5
Average: 3.5 (4 votes)

Nicholas Lawes

Brooks Macdonald

Financial Planning Director

4
Average: 4 (1 vote)

Nick Atkinson

EFG Private Bank

Senior Director

3
Average: 3 (2 votes)

Oliver Selwyn

Mirabaud & Cie

Managing Director

3.9375
Average: 3.9 (4 votes)

Omar Butt

JP Morgan Private Bank

VP – Senior Banker, Financial Executives Group

3
Average: 3 (1 vote)

Patrick Wilson

Credit Suisse

Managing Director

3
Average: 3 (2 votes)

Penny Lovell

Sanlam

CEO Sanlam Private Wealth

4
Average: 4 (1 vote)

Peter Clark

Tilney Smith & Williamson

Managing Director

4
Average: 4 (1 vote)

Peter Day

Killik & Co

Partner, Investment Management

4
Average: 4 (1 vote)

Peter Hall

Schroders Wealth Management

Global Head of Wealth Management

4
Average: 4 (1 vote)

Peter Sayers

Strabens Hall

Head of International Business Development

4
Average: 4 (2 votes)

Rebecca Sturgeon

Quilter Cheviot

Executive Director

3
Average: 3 (1 vote)

Rebecca Williams

Brown Shipley & Co

Head of Wealth Planning

3.5
Average: 3.5 (3 votes)

Richard Brass

Berenberg

Director, Private Banking

3
Average: 3 (1 vote)

Robert Hughes-Penney

Rathbone Investment Management

Investment Director

4
Average: 4 (1 vote)

Robin Eggar

Brooks Macdonald

Managing Director, Head of UK Investment Management

4
Average: 4 (1 vote)

Rosie Bullard

James Hambro & Partners

Partner, Portfolio Manager

4
Average: 4 (1 vote)

Rupert Elwes

Waverton Investment Management

Director, Head of Private Clients

3
Average: 3 (2 votes)

Rupert Tyler

Brewin Dolphin

National Director

4
Average: 4 (1 vote)

Ryan Tholet

Investec Bank

Head of Private Banking

4
Average: 4 (1 vote)

Sandy Dudgeon

Schroders Wealth Management

Director

4
Average: 4 (1 vote)

Shaun Phillips

C Hoare & Co

Head of Private Banking

4.15
Average: 4.2 (5 votes)

Shelley Leaney

Charles Stanley

Director of Private Clients

4.59375
Average: 4.6 (8 votes)

Shelly Meerovitch-Barak

Bernstein

Head—Global Families Wealth Strategies

3.666665
Average: 3.7 (3 votes)

Shona Baijal

UBS Wealth Management

Managing Director

4
Average: 4 (1 vote)

Simon Pinckney

Hassium Asset Management

Managing Director

3.8125
Average: 3.8 (4 votes)

Tim Bailey

Cazenove Capital

Portfolio Director

3
Average: 3 (2 votes)

Tom Lahaise

Vermeer Partners

Partner

4
Average: 4 (1 vote)

Vic Malik

Standard Bank

Managing Director - Global Head Strategic Solutions and Investment Advisory

4
Average: 4 (6 votes)

Vikash Gupta

VAR Capital

CEO

3
Average: 3 (2 votes)

William Buckhurst

Vermeer Partners

Partner, Investment Director & Head of Fund Research

3
Average: 3 (3 votes)

Yogesh Dewan

Hassium Asset Management

CEO and Founding Partner