FAMILY OFFICE SERVICES


105 they live and what they aspire to


Charlotte Filsell Schroders Wealth Management


FOCUSMulti-family office


charlotte.filsell@schroders.com +44 (0)20 7658 1159 schroders.com


A regular fixture in the Spear’s rankings, Charlotte Filsell is renowned across her field for a keen focus on the emerging trends in the charitable and philanthropic sectors. Her career has included spells at


HSBC (twice) and UBS on the way to becoming head of family office services at Sandaire. In the wake of the company’s 2020 acquisition by Schroders, Filsell now leads the UK family office services team for Schroders Global Family Office Service, serving a clientele that includes individuals, family offices, trusts, business owners and charities. The firm is proud of the fact that it is ‘majority-owned’ by the Schroders family who founded it over 200 years ago and believes that this makes it well-placed to better serve the complex needs of family offices.


Adviser profile Charlotte Filsell joined Schroders through the acquisition of Sandaire in December 2020. She heads the UK Family Office Services team for Schroders Global Family Office Service. The Family Office Services team is dedicated to providing a highly personalised service in combination with significant global investment resources to families of significant wealth, introducing external specialists where necessary, and acting as the central hub to bring everything together. Constantly learning from every single family she serves, Charlotte has deep knowledge of the issues families can face and how they can thrive. Every family is different from the generations they span, where


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be. The origins of the family wealth and when it was founded are further factors that differ. Above all, families are dynamic: they grow and change, and so do their requirements. With no one family alike, each family requires tailored services to reach its full potential. Schroders Global Family Office Service works closely with families and their advisers to create solutions that reflect their individual circumstances and to help navigate the complexities that go hand-in-hand with wealth. The team will always be deeply empathetic to the challenges a family might face and are committed to facilitating each family’s vision of successful stewardship. Assistance is provided in the areas of wealth planning, family office services, investment management, philanthropy and impact, and banking services. A flexible menu of services has been designed based on decades of experience of working with prominent families and allows each family to choose what is necessary at any given time.


$750 million of assets before


Harinder Hundle TwinFocus


FOCUS Family offices twinfocus.com


departing in 2014. Prior to CS, he spent seven years at JP Morgan, joining as a graduate trainee and working through a series of sales and investment research roles, culminating with Portfolio Manager of Multi-Asset Class Portfolios for UHNW European clients. Hari was recognised in 2008 by Dow Jones as one of the leading 40 Managers Under 40 in the UK. Hari holds a BA in Economics


A ‘small revolution in wealth management’ was how Spear’s described TwinFocus when it met London partner Harinder Hundle in 2019. Founded by twin brothers Paul and Wesley Karger in Boston in 2006, the firm now serves more than 40 families in the US and the UK, with AuM of more than $7 billion. Heading up the UK operation,


London-born Hundle is a quietly spoken veteran of Credit Suisse and JP Morgan, and explains that the multi-single family office offering is for those in ‘the hundred million to the billion net worth’ range. ‘We talk about customisation and the way we tailor things around the family, and we talk about different elements of what they need,’ he says.


You are on the go 24/7 every day of the week.


It’s very good for the adrenaline


Jonathan Gage


Keystone Family Advisers


Adviser profile Harinder (Hari) is Managing Partner of the London office, where he directs all UK and European Family Office relationships for the firm, in close coordination with the broader Executive Management team. He has over two decades of wealth and asset management experience, working mainly for global investment banks. Prior to joining TwinFocus, Hari was Head of Family Office at the single-family office, Markerstudy Group, managing over $1 billion in assets. Prior to Markerstudy, Hari was


a Partner at Skyline Capital Management, a boutique Emerging Market equities hedge fund based in London. Hari spent seven years at Credit Suisse (CS) Private Banking where he built a book of over


Wealth


management is in the blood, but we started Pall Mall not so much to


manage people’s assets, but to


manage their lives


David Alexander Pall Mall


from University of Manchester earning a 2:1 Honours. He earned his Level 6 Certificate in Private Client Investment Advice & Management (PCIAM) in 2014 from the Chartered Institute for Securities & Investment (CISI) and completed the Investment Management Certificate in 2010. Hari lives in Hampstead with his wife and their three children. He is passionate about politics and sports and is an avid fan of Liverpool FC. Hari has interests in architectural design, contemporary art and fine cuisine.


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