THE SPEAR’S 500 Wealth & investing


Three words summarise Alex’s approach to managing clients: tenacious, technical and dependable. Alex drives innovation and


Chris Ivey


Cambridge Associates FOCUS Europe, Middle East


CambridgeAssociatesPrivateClient


Practice@cambridgeassociates.com +44 (0)20 7592 2200 cambridgeassociates.com


As head of the European private client practice at Cambridge Associates, Chris Ivey oversees the firm’s investment teams that serve private clients across the continent and the Middle East. ‘Investment portfolios are tailored to the risk and return objectives of each individual client and when investing assets, as an independent, privately owned firm, we sit on their side of the table and view the investment world without any conflicts of interest,’ he notes. A former lawyer at Magic Circle firm Linklaters, Ivey says a legal career wasn’t ultimately for him, but it did provide ‘a strong foundation for being very client-focused’.


Adviser profile Chris Ivey leads the European Private Client practice at Cambridge Associates where he works directly with family clients in both discretionary and advisory capacities. Ivey aims to build bespoke portfolios that generate strong long-term, risk-adjusted returns; allowing clients to meet and exceed their investment objectives. ‘We are an independent, privately owned firm,’ says Ivey. ‘When we invest our client’s assets, we sit on their side of the table and view the investment world through a lens that best suits them. The core value at our firm is “Clients First”.’ Ivey leads a team of like-minded


investors who endeavour to be the trusted investment advisers to private investors around the world.


Alexander Khan Barclays Private Bank


FOCUS Res non-doms


alexander.s.khan@barclays.com +44 (0)75 8530 7287 barclays.com


Alexander Khan, who conducted economic research in Kenya and South Africa while at Oxford, has a global outlook. As lead private banker and founder of the resident non-domiciled (RND) proposition at Barclays, Khan has a ‘very eclectic’ book of res non-doms, many of whom have been ‘living and breathing’ the UK for over 15 years, but ‘maintain structures and accounts offshore because it is efficient to do so’. It is Khan’s job to maximise that efficiency. ‘It’s very personal for res non-doms, more so than with general private banking,’ says Khan.


Adviser profile Alex is the lead Private Banker and founding member of the Resident Non Domiciled (RND) Proposition at Barclays. For over a decade, he has been central to the development of the bank’s global RND offering. Alex is vastly experienced in advising some of Barclays’ largest and most complex clients. From global Entrepreneurs to Financial Professionals and Executives, all require an RND specialism to manage their wealth. He advises multi-jurisdictional UHNW clients on investments, credit, banking and wealth structuring, across personal, trust and corporate structures. Alex and his team have organically grown their client base and manage assets in the billions. With one of the highest client onboarding and retention rates, Alex consistently receives outstanding client advocacy feedback for going the extra mile and adding value beyond expectation.


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industry best practice. A recent event he led, attended by 130 external strategic partners, provided expert insight into the challenges RND clients and global businesses face in the current environment, and the tools required to boost effective engagement. Alex’s potential was identified early when he was awarded a ‘future leader’ scholarship as an undergraduate at the LSE. While at Oxford University, his global outlook motivated him to conduct economic research in Kenya and South Africa.


An underprivileged background


drives Alex’s passion to give back. While at Coutts Private Office, he established the ‘world is yours’ initiative, mentoring children from disaffected communities. This year Alex was recognised as a ‘Barclays’ Community Hero’ for his continuous volunteering at a food bank.


David W. Karp Cresset Capital


FOCUS Family office


In 2020, David W. Karp’s firm, PagnatoKarp, was acquired by fellow investment adviser Cresset Asset Management to create a $9.5 billion organisation. Cresset is a family office and private wealth management firm which, at the time of writing, has over $12.6 billion in assets under management. Karp, now senior managing director at Cresset, has more than 25 years of experience providing financial investment and wealth strategies. He is the primary point of contact for family office clients, whom he advises through portfolio creation, implementation, due diligence and ongoing management. Karp has previously worked at HighTower Advisors and Merrill Lynch.


Simon King Vermeer Partners


FOCUS Gobal investments


Amit Kotha Beryllus


FOCUS Philanthropy, legacy


Since joining Vermeer Partners in January 2018 as chief investment officer, Simon King has been busy getting to know the investment management team. ‘They have a completely integrated role, as both client relationship manager and stock picker,’ King says. ‘This allows for greater responsiveness and efficiency in addressing client needs. We’re a small and nimble organisation and everyone is rolling up their sleeves to identify quality investments for the long term.’ Always looking for the next investment opportunity, King points to India – which he says should be top of investors’ agendas since the 2019 elections. ‘As a booming hub for investment, India’s demographics are especially attractive,’ he explains.


Former RBC stalwart Amit Kotha set up Beryllus Capital in March 2021 in a joint venture with the Hinduja Group. The multi-family office is aimed at ‘some of the most prominent’ families in the world, providing advice and integrated strategies for managing investments, philanthropic endeavours and legacies. ‘Our strength lies in the long-standing connections that our partners have with some of the most influential families in the world,’ says Kotha. ‘The calibre and expertise of our leadership is also an important source of differentiation. The team brings together outstanding advisory capabilities together with an integrated chief investment office desk.’ The firm has offices in Singapore, London and Geneva.


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