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

People > Financial Advisory & UHNW services > Any area of expertise > Any location

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5
Average: 5 (1 vote)

Rachel Gilliam

Lockton Companies

Partner - Head of Private Clients

5
Average: 5 (2 votes)
Zoe Wyatt

Zoe Wyatt

Andersen

Partner, International & Crypto Tax

5
Average: 5 (3 votes)

Kate Bright

UMBRA International

Managing Director, Founder

5
Average: 5 (2 votes)

Zoë Cousens

Castellet Consulting FZE

Founder & Director

5
Average: 5 (1 vote)

Georgina Fry

Saunderson House

Chartered Financial Planner

5
Average: 5 (2 votes)

Thomas Kimche

Netwealth

Client Adviser

5
Average: 5 (2 votes)

Stephen McMahon

Asset Risk Consultants (ARC)

Managing Director, Jersey

5
Average: 5 (2 votes)

Andrew O’Neill

Asset Risk Consultants (ARC)

Director

5
Average: 5 (4 votes)

Paula Steele

John Lamb Hill Oldridge

Broking Director

5
Average: 5 (3 votes)

Paul Stibbard

Sequent

Executive Vice Chairman

5
Average: 5 (2 votes)

Sanna-Liisa Valtanen

Asset Risk Consultants (ARC)

Director, Guernsey

4.9375
Average: 4.9 (4 votes)

Olga Kucherenko

Deloitte

Associate Director

4.794645
Average: 4.8 (28 votes)

Andra Ilie

KPMG

Senior Manager - Family Matters

4.775
Average: 4.8 (50 votes)

Josh Matthews

MASECO Private Wealth

Co-founder and Managing Partner

4.634615
Average: 4.6 (13 votes)

Olly Cheng

Saunderson House

Associate Director

4.625
Average: 4.6 (16 votes)

Nick Bennett

Navitaur

Managing Director

4.583335
Average: 4.6 (3 votes)

Grant Wilson

Asset Risk Consultants (ARC)

Chief Investment Officer

4.57143
Average: 4.6 (7 votes)

Richard Rogerson

RFR

CEO

4.5625
Average: 4.6 (12 votes)

Patrick Bowen

MASECO Private Wealth

Wealth Manager

4.55
Average: 4.6 (5 votes)

Sophie Rogerson

RFR

Managing Director

4.54762
Average: 4.5 (21 votes)

James Sellon

MASECO Private Wealth

CO-FOUNDER , MANAGING PARTNER , SENIOR WEALTH MANAGER

4.520835
Average: 4.5 (12 votes)

Kecia Barkawi

VALUEworks AG

CEO, Founding Partner & President of the Board

4.5
Average: 4.5 (2 votes)

Emily Collins-Ellis

I.G. Advisors

CEO

4.5
Average: 4.5 (6 votes)

John Halley

Strabens Hall

Director

4.5
Average: 4.5 (6 votes)

Jacqueline Loh

Ogier

Director, Head of Private Wealth, Asia

4.375
Average: 4.4 (2 votes)

Lyn Tomlinson

Cazenove Capital

Head of Impact

4.333335
Average: 4.3 (6 votes)

Chris Hogarth

Cazenove Capital

Wealth Planner

4.25
Average: 4.3 (3 votes)

Tor Flonaes

MASECO Private Wealth

Partner

4.25
Average: 4.3 (3 votes)

Mukesh Jindal

Alpha Capital

Partner

4.25
Average: 4.3 (3 votes)

Ashley Scher

MASECO Private Wealth

Senior Wealth Manager

4.21875
Average: 4.2 (8 votes)

Susie Hillier

Stonehage Fleming

Partner - Head of Wealth Planning

4.166665
Average: 4.2 (3 votes)

Ee Lin Chan

Deloitte

Family Business Succession & Governance Adviser

4.15
Average: 4.2 (5 votes)

Ellen Kratzer

Fiduciary Trust Company International

Managing Director

4.142855
Average: 4.1 (7 votes)

Quentin Holland

The Private Office

Partner

4
Average: 4 (2 votes)

Tom Hall

UBS Wealth Management

Global Head of Philanthropy Services

4
Average: 4 (1 vote)

Ann-Marie Atkins

Tilney Smith & Williamson

Managing Partner

4
Average: 4 (1 vote)

Melissa Berman

Rockefeller Philanthropy Advisors

President, CEO

4
Average: 4 (3 votes)

Alpa Bhakta

Butterfield Mortgages

CEO

4
Average: 4 (1 vote)

Pamela Brown

Brown Philanthropy Advisors

President

4
Average: 4 (1 vote)

Amy Bryant

Jersey Finance

Deputy Chief Executive

4
Average: 4 (1 vote)

David Carrington

Independent Philanthropy Professional

Independent consultant

4
Average: 4 (1 vote)

Diana Chambers

Diana Chambers: The Family Wealth Mentor

Family Wealth Mentor

4
Average: 4 (1 vote)

Shauna Clapham

Swoffers

Director

4
Average: 4 (1 vote)

Amy Clarke

Tribe Impact Capital

Chief Impact Officer

4
Average: 4 (1 vote)

Chris Cole

Lockhart Capital Management

Founding Partner

4
Average: 4 (2 votes)

Nicholas Connon

Quintel Intelligence

CEO

4
Average: 4 (1 vote)

John Davis

Cambridge Family Enterprise Group

Founder and Chairman

4
Average: 4 (1 vote)

Tory Dietel Hopps

Dietel & Partners

Managing Partner

4
Average: 4 (1 vote)

Jo Ensor

Philanthropy Insight

CEO

4
Average: 4 (1 vote)

Sheryl Fofaria

JP Morgan Private Bank

Executive Director, Head of The Philanthropy Centre for EMEA