THE SPEAR’S 500 Wealth & investing


Matthew Sharp Psigma


FOCUS Dynamic asset allocation


Mark Sherwood Bordier & Cie


FOCUSWealth preservation, investment


Matthew Sharp joined Psigma from HSBC in 2002 and manages a variety of investment mandates, implementing inflation-based asset allocation solutions. His mind and body alike are equipped to face the ‘volatile’ market; with a punishing mountain biking regime, Psigma’s MD is raring to go. ‘With consistency and control in


place I’m confident we can help clients through a difficult time,’ he says. ‘We’re in a risk business and we’re always learning lessons.’ Psigma offers a managed portfolio


service, developed with select IFAs. ‘It’s a simple model that allows portfolio advisers to work on a discretionary basis with their clients – we believe it’s going to be a big growth driver,’ enthuses Sharp.


Mark Sherwood doesn’t keep his clients in the dark. Indeed, the equine enthusiast – who has more than 30 years’ investment experience and joined the Swiss firm in 2009 – believes an ‘honest approach’ is lacking in the industry as wealth managers shy away from confrontation. ‘They are quite happy to talk to clients when things are going well, but tend to put their heads below the parapets when things are not going too well,’ the director of portfolio management says. The firm, which has seen AuM grow to around £8.5 billion, has been in expansion mode of late, opening a new branch at 23 King Street in St James’s and recruiting from the big banks to grow its res non-dom business.


Henry Shires


Investec Wealth & Investment FOCUS Bespoke investments


Henry.Shires@investecwin.co.uk, +44 (0)7599 807 361 investec.com


The ambition to provide his clients with ‘peace of mind’ when it comes to their financial lives is what drives the practice of Investec senior investment director Henry Shires. The affable Yorkshireman takes a holistic approach to wealth management, where he has developed a specialism in working with entrepreneurs on their journey towards a full or partial exit. ‘I like to involve other professionals – such as corporate and tax planning specialists – as early as possible in the process, to maximise my client’s position on the day the cash arrives,’ he says.


Adviser profile Henry Shires will this year have spent a quarter of a century at Investec, having joined the firm when it was BWD Rensburg. His previous roles were at two blue chip IFAs. Having qualified as both a Chartered Financial Planner and


Chartered Wealth Manager he feels uniquely placed to advise clients and instinctively knows when to involve other professionals such as corporate or tax planning specialists – and who they should be. The goal is to create trusted business partner relationships with clients and other professionals with the aim of providing a one-stop destination for a diverse range of needs. His priority is to thoroughly understand a client’s aspirations and financial goals and to tailor bespoke solutions that are honed to suit their distinct requirements. Through carefully managing a client’s wealth holistically it is possible


Andrea Solana MASECO Private Wealth


FOCUS American expats Lindsay Spencer Tilney Smith & Williamson FOCUS Investment strategies


to achieve better diversification whilst clients benefit from more consistent risk adjusted returns. His specialism is carefully planning the future of entrepreneurs on a journey towards full or partial encashment. ‘Whilst building a business can be challenging, the most stressful time for entrepreneurs is often the business sale whilst continuing to operate it,’ says Shires. ‘Through helping entrepreneurs navigate the financial landscape when selling their business and bringing on board other trusted advisers at the right time, it provides a clear road map for their future, thereby offering peace of mind.’ The personal traits that help him stand out from the crowd are honed


Beginning her career with a US-based tax and global wealth management firm, working directly with US expatriate individuals and foreign nationals living in the US appealed to Solana’s love of global travel and connecting with clients about their experiences. Over the years, Solana gained considerable experience advising HNWs with multi-jurisdictional financial interests on how to design and implement strategies for tax-efficient and risk-managed asset growth. Following a secondment in London, she took her professional career to the UK in 2013 after seeing an opportunity in the wave of regulatory change impacting US-connected individuals with cross-border financial interests.


Lindsay Spencer, together with colleagues James Grayson and Richard Lindop, is among the senior trio that Tilney Smith & Williamson hired from Brooks Macdonald during the Covid-19 period in 2020. This was part of the firm’s wider strategy to enhance its investment strategy for the benefit of its diverse HNW client base. Spencer, who joined the firm’s Southampton office, covers the central South and South Coast areas. She spent 11 years at Brooks


Macdonald. Prior to that, she worked at Thesis Asset Management. She is proud of the fact that she works collaboratively with professional advisers to run portfolios for private clients, trusts, charities and companies ‘according to their financial goals and risk appetites’.


by a five-generation family business background in his DNA. An instinctive thrill at helping successful entrepreneurs invest the spoils of their labour with a healthy blend of risk and wise caution. ‘Over the next 12 months as we emerge from lockdown it will be private businesses that bring prosperity and economic growth to this country,’ he says.


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