THE SPEAR’S 500 Wealth & investing pre-liquidity or exit events. Martin Cass Barclays Private Bank


FOCUS Tech start-ups, founders and investors


martin.cass@barclays.com +44 (0)20 3134 2599


privatebank.barclays.com


Martin Cass’s star shines brightly at Barclays Private Bank. He assists UHNWs in preserving and advancing their portfolios, and helps entrepreneurs and business owners to plan for exit or retirement by developing bespoke investment strategies. Cass has made Barclays Private Bank, which is registered in Dublin, the go-to bank for ‘Irish tech entrepreneurs who have significant liquidity or exit events’. Despite Covid travel restrictions,


he says Barclays’ wide network across Europe meant he could work with colleagues to deliver collaborative solutions for the benefit of his clients.


Adviser profile Cass’s eclectic mix of experience over a 20-plus year career in wealth management, banking and venture/ angel investing, makes him uniquely positioned for his role. His career began in the late 1990s


at Irish wealth manager NCB, where his entrepreneurial passions were fostered by its independent ownership and culture of staff empowerment. Cass co-founded the firm’s investment committee, and was responsible for managing a business-owner-focused client base. After moving to Barclays in 2011, he recognised the potential for the bank’s holistic proposition to support the generation of homegrown Irish entrepreneurs with global ambitions who were emerging at the time. His remit has extended into Europe in recent years. Supporting an entrepreneur’s growth ambitions is the focus


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However, post-event the focus is very much about working with the individual and their family office, to design a core investment solution that preserves their wealth for the next generation, as well as offering access to high-quality relevant private market and alternative opportunities. ‘Entrepreneurs are different to any other kind of client,’ he says. ‘Having had such a large part of their wealth concentrated in a single asset, they recognise the prudence of building a diversified managed portfolio. However, they are also keen to self-direct investments alongside this; supporting the next generation of entrepreneurs and causes that they are passionate about, such as sustainable and impact investing. The breadth and depth of our investment proposition allows us to facilitate all of this.’ That entrepreneurial mindset is


something that Cass understands, given his own support for early-stage entrepreneurs, and passion for financial inclusion and wellbeing.


Ross Ciesla Veritas


FOCUS Real returns


Melissa Charles Advanta Wealth


FOCUS Financial planning


+44 (0)20 3668 7480 advantawealth.com


Jessica Crane London & Capital


FOCUS Offshore accounts


Melissa Charles provides a ‘fully holistic’ approach as head of private clients (north) at Advanta Wealth. Her clients tend to lead onerous business lives, which means their time is at a premium. ‘Client education plays a key part of the service at the firm, which prides itself on a “collective team focus”, leveraging its experience and expertise across other parts of the company, including international mortgages, insurance and risk management,’ says Charles. ‘I believe that this approach yields the best outcomes for our clients, ensuring a fully holistic approach is taken, with no stone unturned,’ she adds. ‘That was one of the key reasons I joined Advanta Wealth back in 2017.’


Executive director Jessica Crane serves HNWs within London & Capital’s private investment office, which has a significant number of female clients. ‘My principal aim is to enable my clients to feel confident about their financial future,’ says Crane. ‘A number of my clients come to me with minimal previous experience of investment matters, so my goal is often to educate as well as advise so they feel empowered and positive for the future.’ Crane, who is a fluent French and Italian speaker, joined the boutique firm in 2007 after stints at Merrill Lynch and KPMG. Her specialism in offshore trusts means she oversees the firm’s relationships with trust companies, often visiting the Channel Islands and Isle of Man.


Adviser profile Melissa Charles is head of private clients (north) at Advanta Wealth, where she serves HNWs with complex needs and little time. ‘The landscape of their financial lives is forever changing,’ she says. ‘From the initial creation of wealth, to the welcoming of a child and eventually to retirement, each stage of their life cycle will require careful planning to ensure that their needs can be comfortably met, sustained and protected.’ Charles entered the industry in


2010, with the aim of achieving positive results for clients. The greatest reward of her job, she says, is ‘knowing that not only does your client have confidence in you and your ability, but that they have confidence in their financial future.’


What do The Beatles have to do with wealth management? More than you might think, according to Ross Ciesla, who manages client portfolios and leads the investment team. ‘We like bright people who enjoy helping each other grow and improve, much like John Lennon and Paul McCartney worked as a cohesive unit to constantly help better themselves,’ he says. With an eye to the future, Ciesla notes that firms that ride the waves of technological change are those most likely to prosper. ‘The world is going through a


huge rewiring of infrastructure,’ he says. ‘The old guard are struggling to compete in a more cloud, AI and digital world.’


Andrew Cumming JM Finn


FOCUS Equities


An investment director at JM Finn, Andrew Cumming manages nearly £300 million of bespoke investment portfolios on behalf of private clients. He also works closely with the firm’s wealth planning team to provide investment management services for a variety of clients, with a particular specialism in Court of Protection mandates. ‘All our clients are different and therefore have differing ambitions for their wealth,’ he says. His focus on accountability in wealth management goes back to his time in the forces. ‘It’s something JM Finn instils in all our investment professionals, and something I learned in my army days – an essential value when looking to deliver the best bespoke solution.’


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