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Top 50 Wealth Management Advisors 2020

The Citywealth Leaders List ‘Top 50 Wealth Management Advisors’ is compiled of the top rated advisors on the Leaders List and the standout figures of the wealth management community as decided by the Citywealth editorial team as a result of offline conversations with peers in the industry. The focus of our list is advisors who are managing the wealth and investments of UHNWs.

4.5
Average: 4.5 (4 votes)

Simon Black

Dolfin

Head of Investment Management

4.583335
Average: 4.6 (6 votes)

Laura Breakwell

Quilter Cheviot

Investment Manager

4.875
Average: 4.9 (4 votes)

Octavia Cutus

LGT Bank

Client Director

5
Average: 5 (3 votes)

Jonathan Giles

Rathbone Investment Management International

Managing Director

4.6
Average: 4.6 (5 votes)

Joanna Hunt

Tilney

Wealth Manager

4.9375
Average: 4.9 (4 votes)

Edward Loader

Integritas Wealth Partners

Managing Director

4.77041
Average: 4.8 (49 votes)

Josh Matthews

MASECO Private Wealth

Co-founder and Managing Partner

4.886365
Average: 4.9 (11 votes)

Matthew Sutton

Rathbone Investment Management International

Client Director

5
Average: 5 (1 vote)
Dominic Tremlett

Dominic Tremlett

Lombard Odier

Managing Director

4.933705
Average: 4.9 (313 votes)

Michael Welti

REYL & Cie Ltd

Branch Manager Zurich, Deputy Head of Wealth Management

3.75
Average: 3.8 (2 votes)

Craig Allen

Julius Baer

Head of Investment Management in Guernsey

4
Average: 4 (2 votes)

Shona Baijal

UBS Wealth Management

Managing Director

4.72222
Average: 4.7 (9 votes)

Shamonie Barman

Barclays Private Bank

Private Banker

5
Average: 5 (3 votes)

Ian Barnard

Capital Generation Partners

Founding Partner

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)

Annabel Bosman

RBC Wealth Management

Head of Relationship Management

3.75
Average: 3.8 (2 votes)

Richard Brass

Berenberg

Director, Private Banking

4.5
Average: 4.5 (6 votes)

Harvey Chapel

Barclays Private Bank

Private Banker

4.625
Average: 4.6 (12 votes)

Nicole Curti

Stanhope Capital

Partner, Head of Switzerland, Group Executive Committee

3
Average: 3 (2 votes)

Yogesh Dewan

Hassium Asset Management

CEO and Founding Partner

4.714285
Average: 4.7 (14 votes)

Serena Doshi

LGT Vestra

Investment Manager

4
Average: 4 (1 vote)

Rupert Elwes

Waverton Investment Management

Director, Head of Private Clients

4.2
Average: 4.2 (5 votes)

Vikash Gupta

VAR Capital

CEO

4
Average: 4 (1 vote)

Peter Hall

Schroders Wealth Management

Global Head of Wealth Management for the Schroders Group

3.666665
Average: 3.7 (3 votes)

Dermot Hamill

Canaccord Genuity Wealth Management

Head of Wealth Management

4.732145
Average: 4.7 (14 votes)

Oliver Hart

Lombard Odier

Senior Vice President

4.21875
Average: 4.2 (8 votes)

Susie Hillier

Stonehage Fleming

Partner - Head of Wealth Planning

4
Average: 4 (2 votes)

Rennie Hoare

C Hoare & Co

Partner and Head of Philanthropy

4.333335
Average: 4.3 (3 votes)

Charlie Hoffman

HSBC Private Bank

Managing Director

4.673075
Average: 4.7 (13 votes)

Annamaria Koerling

Delfin Private Office

Partner

4.90625
Average: 4.9 (48 votes)

Catherine Lapadula

UBS Wealth Management

Managing Director/Market Head

3.666665
Average: 3.7 (3 votes)

Nicholas Lawes

Brooks Macdonald

Director, Financial Planning

5
Average: 5 (2 votes)

Kate Leppard

Cazenove Capital

Head of Client Service

4.59375
Average: 4.6 (8 votes)

Shelly Meerovitch-Barak

Bernstein

Director

4.59375
Average: 4.6 (8 votes)

Natalia Murphy

Citi Private Bank

Head of Trust and Wealth Planning - North America

4.625
Average: 4.6 (10 votes)

Karen Park

Bernstein

Principal

5
Average: 5 (5 votes)

James Penny

Barclays Private Bank

Managing Director , Head of UK International & Ireland

5
Average: 5 (1 vote)

Andrew Pitt

Rathbone Investment Management

Head of Charities

4.555555
Average: 4.6 (9 votes)

David Poole

Citi Private Bank

Head of Strategic Client Segments – Europe, Middle East and Africa

4.5
Average: 4.5 (4 votes)

Alastair Randall

Barclays Private Bank

Managing Director

4.75
Average: 4.8 (8 votes)

Andrea Santos-Morales

UBS Wealth Management

Head of Wealth Planning Americas International

3
Average: 3 (1 vote)

Oliver Selwyn

Mirabaud & Cie

Managing Director

3
Average: 3 (1 vote)

Camilla Stowell

Coutts Family Office

Managing Director, Head of Wealth & Investment Management

5
Average: 5 (1 vote)

Rebecca Sturgeon

Quilter Cheviot

Executive Director

4.666665
Average: 4.7 (6 votes)

Charlotte Thorne

Capital Generation Partners

Founding Partner

3
Average: 3 (1 vote)

Nick Tucker

Waverton Investment Management

CEO

4
Average: 4 (1 vote)

Nicholas Uster

Pictet & Cie

Global Head of Wealth Planning

4.583335
Average: 4.6 (12 votes)

James von Simson

Tilney

Investment Director

3
Average: 3 (3 votes)

Helen Watson

Rothschild & Co

Head of Wealth Management, UK