41 Dina de Angelo Pictet Wealth Management


FOCUS UK and Ireland, next-gen issues


Nancy Curtin Alvarium


FOCUS Asset management alvariuminvestments.com


Nancy Curtin joined Alvarium in 2020, having previously been chief investment officer of Close Brothers. Prior to that, the Princeton graduate held senior roles at Fortune Asset Management, as well as Internet Finance Partners. It is this varied background, she says, that has given her a wealth of experience in working with almost every asset class. As well as market knowledge, Curtin talks about the need to understand the ‘emotional centre’ of her clients. ‘It helps give them that confidence that you’re the person they can turn to when they have any kind of wealth structuring or wealth investment need,’ she says.


Adviser profile Nancy Curtin is the Head of Investments and Group CIO of Alvarium Investments. The firm offers sophisticated investment solutions for UHNW families, endowments and institutions, including access to both traditional and alternative asset classes. Alvarium has been investing in alternatives for over 10 years and can boast outstanding access to leading managers. The firm also offers access to


co-investments in real estate and growth company opportunities that allow clients direct engagement with highly attractive single investment opportunities. As a full service wealth


management firm, Alvarium offers a range of family office services, trust and wealth structuring and other advisory activities.


Raised in the US, Dina de Angelo began her career at Bessemer Trust Company before relocating to the UK to spearhead its international work. The posting was ultimately made permanent. After a stint working for Rothschild’s international private client division, de Angelo moved to Pictet. She now leads the UK and Irish initiative within Pictet, which is ‘growing incredibly’. As one of the bank’s most senior female executives, de Angelo is a frequent commentator on next gen issues and women in wealth. She believes that ‘private banking is a wonderful career for women’, and that ‘it plays to all of our strengths – relationship driven, strong communications skills, strong investment skills, instinct, creativity.’


Alice d’Esparbes UBS


FOCUS Investments


Michel de Carvalho Capital Generation Partners


FOCUS Family businesses


michel.decarvalho@capgengroup.com +44 (0)77 6809 6409 capgengroup.com


Bruno de Kegel Arvella Investments


FOCUSWealth management


Founder and COO Bruno de Kegel started Arvella with two goals in mind: to excel at managing wealth, and to make our world a better place. ‘We integrate sustainability into a proven investment approach pioneered by leading US university endowments,’ say the firm. ‘We manage bespoke multi-asset portfolios for a select group of families, entrepreneurs and not-for-profits who share our goals and values.’ De Kegel is a former managing director at Goldman Sachs, and from 2004 to 2014 was a member of the investment strategy group and head of the portfolio management group in EMEA and Asia, responsible for managing discretionary multi-asset portfolios.


Adviser profile Michel joined CapGen as Chairman after a 20-year career at Citigroup where he served as Vice Chairman of Citi Investment Bank and Global Chairman of Citi Private Bank. Previously Michel was MD at Credit Suisse First Boston (CSFB). He went on to join the Board of Nikko Securities in 1995. In 1998, Michel headed the negotiations leading to the creation of Nikko Salomon Smith Barney, today the Japanese arm of Citigroup. Michel has a BA from Harvard University and an MBA from Harvard Business School. He has represented Britain in the Winter Olympics on three occasions and is also a keen golfer and cyclist. Michel is a Member of the Supervisory Board of Heineken NV, and an Executive Director of Heineken Holding NV.


Michel de Carvalho is not your average wealth manager. In his late teens he acted opposite Peter O’Toole and Omar Sharif in Lawrence Of Arabia, later dropping acting and going to Harvard, only to ‘fall in to the British Olympic skiing team’. He later returned to Harvard and became an investment banker, rising to vice-chairman of Citi Investment Bank and chairman of Citi Private Bank. He is married to the multi-billionaire Heineken heiress Charlene de Carvalho-Heineken and together the couple occupy a lofty position in The Sunday Times Rich List. But Carvalho still has a day job at Capital Generation Partners (‘CapGen’), as chairman.


‘Our dedicated client research is of exceptional quality and covers all areas of the market,’ says Alice d’Esparbes, adviser at UBS. She has witnessed a trend in banks recognising ‘millennials’ and female clients as ‘key influencers’ in wealth creation. The director tells Spear’s that the bull market is making clients anxious, but considers that this is unlikely to deter serious investors. ‘Equity markets have rallied but so have earnings — global growth is robust and PMI indices are all in expansion territory,’ maintains d’Esparbes. ‘I don’t think the market is cheap, but if an investor has a long-term investment horizon, they should still be looking to invest in the market rather than stay in cash.’


David Agie de Selsaeten


JP Morgan Private Bank FOCUS UHNW families


David Agie de Selsaeten is a leading figure within JP Morgan’s Holland branch, and aims to provide astute wealth management advice to HNW families and family offices across Luxembourg, Belgium and the Netherlands. Joining as a managing director in 2018, he is said to be exacting in his engagements with HNW families. Prior to joining JP Morgan, De Selsaeten spent nearly two decades servicing family offices across Europe, including at Citi and HSBC. He majored in business at Vesalius College in Brussels, gaining a solid understanding of Europe’s diverse and multicultural financial sphere. He has also attended prestigious leadership programmes at Harvard Business School and Columbia Business School.


UHNW WEALTH MANAGERS


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