THE SPEAR’S 500 Wealth & investing


planning solutions to suit the needs of our international clients. Our network allows us to service clients globally, providing in-depth expertise in a fast changing world.’ ‘This specialist market demands


Paul Thompson Utmost International


FOCUS Investment strategies utmostinternational.com


focus, scale and technical expertise. Relationships are vital in this sector. As we enter a new era of wealth planning, having people who understand this and who can deliver appropriate solutions and technical expertise is key to building trusting, long-term relationships.’ While the pandemic created


Paul Thompson is the CEO of Utmost International, a life assurance-based wealth solutions provider that is well-connected to the UK’s top private banks. He tells Spear’s that the firm’s products can be accessed via regulated advisers and that they aim ‘to help preserve [HNW and UHNW] wealth and safeguard it for future generations’. His team oversees over £30 billion in assets and oversees a client base that includes entrepreneurs, UK non-doms and business owners, as well as family offices and private offices. Many clients are based in the


UK, with some hailing from Hong Kong and Singapore. Utmost’s footprint extends across Europe and the Middle East too.


Founder profile Paul is proud of Utmost International’s growth since founding it in 2013. Managing over £30bn of assets, with a presence in London, Europe, the Middle East, Singapore and Hong Kong, it is well positioned to serve clients globally. The acquisition of Quilter International will add a further £22bn of assets confirming Utmost International as a leading global provider. Paul approaches wealth solutions with a fresh eye. He inspires his team to innovate to create the best outcomes for clients, who seek solutions that suit internationally mobile lifestyles and manage succession planning. Paul notes, ‘We pride ourselves on providing innovative wealth and succession


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challenges, Paul is impressed by his team’s commitment and spirit, adapting to new measures to maintain unfaltering service and operational resilience. ‘The pandemic underscores the importance of adaptability and focus. Clients rely on us over the long term. Delivery of solutions to complex wealth issues has never been more important.’ Paul feels privileged to lead a team of talented individuals and work with the leading professional advisers around the world.


Alex Spreckley


Handelsbanken Wealth Management


FOCUS HNW portfolio


Alex Spreckley is head of wealth management at Handelsbanken UK, which has 3,500 clients and around £4 billion AuM.


‘I sit within the management


group,’ he says. ‘It deals with the distribution of our wealth advisory services and asset management business.’ Spreckley manages seven individuals covering all aspects of the advisory side of the business. However, he has also been advising personally in a certified function for many years, and has around 30 customers of his own. He is a fellow by examination of the CISI and also of the Personal Finance Society, and was recognised in PAM’s Top 40 Under 40 in 2018.


Ben Stern Lincoln Private Investment Office


FOCUS Entrepreneurs


Ben Stern’s transition from senior roles at Barclays’ blue-chip wealth management arm to LPIO’s boutique offering is a reflection of a wider story: the rise of wealth management boutiques. Boutiques without external shareholders are becoming popular, he says – a niche business model that fills the demand space created by HNWs’ increasing awareness of ‘some of the conflicts that exist’ in the financial services world. ‘More and more clients are recognising the importance of advisers whose interests align with their own. This is something that attracts them to us,’ Stern says. ‘Everyone at Lincoln invests all their own liquid wealth in the same portfolios and investments they manage for their clients.’


Georgina Stone OCM Wealth Management FOCUSHolistic wealth management


Hugo Swann McInroy & Wood


FOCUS Portfolio management


Matthew Taylor Raynar Portfolio Management


FOCUS Small company funds


Georgina Stone works closely alongside OCM’s Investment Committee to construct personalised and diversified portfolios. ‘My main aim is to take the emotion and stress out of the investment process for our clients,’ she says. ‘Crucially, that means communicating frequently and openly on our strategy to give them the confidence that their capital is being looked after and well-managed.’ She speaks with genuine fondness of the company and its founder and chief executive, Jason Stather-Lodge. ‘I’m proud that we’re a company that really prides itself on our client-centric approach,’ she says. ‘Which means everyone continuously working towards the goal of helping those people whose money we’re actually looking after.’


Hugo Swann is an investment director at McInroy & Wood, having joined the respected wealth management boutique in 2017. Prior to that, he was a director at Credit Suisse where he spent a decade as an equity research analyst with a specialism in emerging market banks and exchanges, particularly those in Greece, eastern Europe, Russia and CIS nations. Swann manages segregated


portfolios and looks after a number of HNW client relationships. He graduated with a BSc in Economics from Durham University and qualified as a chartered accountant at PwC, where he gained experience in auditing banks and financial institutions, as well as analysing complex transactions.


Previously a senior investment adviser with the Julius Baer private bank, fund manager Matthew Taylor was the first big name hire for Raynar Portfolio Management, the new boutique outlet from award-winning fund manager Philip Rodrigs. ‘With my strategy Raynar Enhanced, I offer clients an attractive alternative for their multi-asset portfolio management needs,’ says Taylor. ‘I am passionate in my belief that a strategy that’s more flexible and less constrained than those offered by private banks makes it easier to deliver compelling risk-adjusted returns for our valued clients.’ As outlined by Rodrigs, the firm’s business strategy is to focus exclusively on the needs of HNW and sophisticated investors.


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