THE SPEAR’S 500 Wealth & investing


Scott Oliphant Stonehage Fleming


FOCUS Long-term planning


Jeremy Parlons Bainbridge Wealth


FOCUS Alternative assets


Paul Nixon LGT Vestra US


FOCUS Entrepreneurs, diverse financial interests


paul.nixon@lgtvestra-us.com, +44 (0)20 3207 8000 lgtvestra-us.com


Paul Nixon set up LGT Vestra’s US division in 2013 to cater to US- connected UHNWs caught up in the Foreign Account Tax Compliance Act (FATCA). Nixon now serves as the CEO of this growing arm of the firm which reports an increasing number of referrals, largely through word of mouth – testament to the level of service his team of advisers provide clients on both sides of the Atlantic. Nixon says he helps entrepreneurial clients with ‘diverse financial interests, using in-depth expertise and knowledge of each jurisdiction’, to achieve their financial goals.


Adviser profile


‘Our aim is to simplify the complexities of cross-border wealth management,’ says Paul Nixon, a trusted adviser, Partner at LGT Vestra and a CEO of LGT Vestra US Limited. The enactment of FATCA in 2010 highlighted a need for US-aware advisers for UHNWs in global wealth management – a niche Nixon quickly identified. ‘As it became more difficult for US persons to open international accounts, with increased fines for non-compliance, many firms no longer welcomed US-connected persons, so we made a conscious decision to establish a specialist division to ensure everyone in the team is fully au fait with US investment options and the impact of worldwide taxation on a client’s wealth management proposition,’ he says. LGT Vestra (then Vestra Wealth) created its US arm in 2013, which is regulated by both the UK’s FCA and the US SEC. The partnership between the family-owned private bank, LGT, and Vestra Wealth in 2016 further strengthened the brand’s offering for clients and gave them added comfort in its entrepreneurial spirit. Nixon and his team help their US-nexus clients navigate ‘the transatlantic minefield’ to create wealth and preserve it for future generations. ‘We help them plan for the future, taking into consideration US and international taxation to ensure the investment portfolios are fit for purpose and the long-term aims of the client and their families are planned for, so they do not get eclipsed by short-term market swings.’ Nixon’s team’s attention to detail, combined with its wide network of professional advisers, is crucial in bringing together the best team to address all of a client’s needs. What’s of utmost importance to Nixon, though, is the element of complete trust in client relationships. ‘There is no short cut to building trust but, once established, it allows us the opportunity to offer a wide range of personal and professional services to help our clients achieve their goals.’


With over two decades’ experience, Scott Oliphant is responsible for several of Stonehage Fleming’s most important clients. The firm is proud to have one of the lowest client-to- manager ratios, complemented by fiduciary specialism and international expertise. ‘We are in the business of servicing UHNWs, and each of our business units exists to do just that, rather than to distribute products,’ Oliphant has said. Oliphant joined the firm in 2011, and maintains a special focus on client engagement as well as developing client services, putting an emphasis when he meets clients on ‘long-term planning’. He adds: ‘Our clients materially benefit from our experience and knowledge in advising wealthy individuals and families.’


Formerly head of Singaporean bank DBS, Jeremy Parlons founded Bainbridge Partners in 2018. A boutique financial advisory firm offering ‘traditional investment services re-engineered for today’s risk and volatility’ among other private investment opportunities, it is a subsidiary of alternative assets specialist Bainbridge Partners. Parlons has more than 20 years’ experience and has held roles at Morgan Stanley, Credit Suisse and RBC Wealth Management, and shares two peer testimonials of his performance to Spear’s. Both were effusive of his talent, describing him as someone who ‘tenaciously [seeks] outstanding solutions’, whose ‘passion and experience is as deep and discreet as his black book’.


Michael Parsons Wren


FOCUS International investment


Our clients


materially benefit from our


experience and knowledge in


advising wealthy individuals and families


Scott Oliphant Stonehage Fleming


‘A steady number of clients are really attracted by our offering, especially our international element,’ says Michael Parsons, referring to the fact that Wren is backed by WE Family Offices in the US and MdF Family Partners, one of the leading independent multi-family offices in continental Europe. ‘We have relatively few clients, therefore we have the time to really look after them properly and understand their long-term aspirations, over multiple generations.’ Wren is recommended by distinguished contemporaries, including Lincoln Private Investment Office’s Ross Elder, who says, ‘Michael has had an exceptional career at Lord North Street, then Sandaire. He founded Wren with all the right values and cultures.’


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