THE SPEAR’S 500 Wealth & investing


James Heddle Citi Private Bank


FOCUS US-UK clients


Clement Hutton-Mills Goldman Sachs


FOCUS UHNW families


Ali Jamal Azura


FOCUS UHNW entrepreneurs


James Heddle serves as managing director and head of the UHNW desk at Citigroup, where he has been since 2010. For over a decade, Heddle has assisted Citi with a mission the firm describes as ‘simple’, explaining: ‘We responsibly provide financial services that enable growth and economic progress.’ Heddle worked at HSBC before taking up his current post at Citigroup. At HSBC he started as head of discretionary sales and marketing, before being promoted to desk head of America and UK res/ non dom UHNW. Citigroup says it ‘works tirelessly to provide consumers… with a broad range of financial services and products’.


Clement Hutton-Mills joined Rothschild & Co in 2009 from UBS, amid the fallout from the financial crisis. ‘Working through the stresses of the global financial crisis very early in my career was a formative period both professionally and personally,’ he recalls. Hutton-Mills, who moved to


Goldman Sachs in 2021, prides himself on what he describes as a ‘proactive’ approach, paired with an ability to explain complex investment concepts in straightforward language. ‘I aim to be reassuring – and the person clients turn to first when considering their overall portfolio, as well as for broader advice including any financing requirements,’ says the Oxford graduate.


I aim to be reassuring – and


the person clients turn to first when considering their overall portfolio, as well as for broader advice


Clement Hutton-Mills Goldman Sachs


Ali Jamal is a former Kuwaiti army officer and ex-banker at Julius Baer and Credit Suisse who launched Azura in 2019 with ‘big plans for the future of the firm’. With offices now up and running in London, Monaco and Singapore, Jamal tells Spear’s that more openings are in the pipeline for 2022 and beyond. Jamal focuses on entrepreneurial


‘very UHNW’ global clients. His firm also offers family office services, investment advisory and ‘innovative club deals’. He is proud that Azura operates on a partnership model with ‘a young, diverse and international team’. ‘We are all owners of the firm, thus instilling a sense of autonomy across our entire employee base to always act in the best interest of the client and be their first line of defence.’


Michael Kerr-Dineen Vermeer Partners


FOCUS Diversification of assets


James Peterson Rothschild & Co


FOCUS Tech and insurance entrepreneurs


A PPE graduate of Edinburgh University, Vermeer Partners’ chairman Michael Kerr-Dineen began his career at the Bank of England’s economic intelligence department, beginning an unstoppable upward trajectory. Vermeer Partners launched to clients in 2019 after ‘two years of concentrated effort to create the partnership, the right infrastructure and the right philosophy for the business,’ he explains. The firm’s philosophy relies on diversification, encouraging clients to spread risk across multiple industries and regions in order to protect and grow their portfolios. Vermeer Partners’ approach is international, which Kerr-Dineen says is key in an unstable political and economic environment.


There was


a pervading myth that the best advisers


only worked in megalithic institutions


Khaled Said Capital Generation Partners


James Peterson is a top player in Rothschild & Co’s £11 billion AuM UK wealth management business. He works closely with ‘a wide network of entrepreneurs across the country’ and has a particular focus on the technology and insurance sectors, according to the firm. Passionate about building enduring relationships, Peterson explains that expanding the network of contacts he can introduce to clients is a key driver behind working with global advisory colleagues. Experience gained across the private client industry enables him to offer a comprehensive service. ‘[He] works closely with clients to offer integrated, innovative advice even before they have sold their business,’ Rothschild & Co tells us.


Christopher Pinsent Julius Baer


FOCUS Private client


An executive director at the world’s largest ‘pure play’ private bank, Christopher Pinsent works with some of the wealthiest families in Europe. Pinsent, who specialises in working with clients with a UK connection, is excited about the future as Julius Baer looks to expand its UK presence. He says that having a dedicated team of wealth planners on hand is invaluable to his clients as they navigate these turbulent times, while very strong performance within the discretionary portfolio management team has helped to drive further business opportunities. He explains that working with such a diverse mix of highly motivated and successful clients is the highlight of his job.


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