THE SPEAR’S 500 Wealth & investing
Robert Wiegold Shard Capital
FOCUS Private, corporate and institutional clients
Craig Webster Advanta Wealth
FOCUS Financial planning
advantawealth.co.uk
Advanta Wealth CEO Craig Webster counts Martina Navratilova as inspiration for his practice: ‘Just go out there and do what you’ve got to do,’ he says, quoting the tennis legend. ‘What matters isn’t how well you play when you’re playing well – what matters is how well you play when you’re playing badly.’ Service at the boutique is to invest in serving clients for the long term, ‘working together to ensure we are a trusted partner to whom they can turn for counsel and advice’. Clients certainly think Webster plays well, with one saying: ‘Seeing the bigger picture, planning for the future, joined-up thinking, and then executing and delivering efficiently set him apart from 99.99 per cent of the industry.’
Adviser profile ‘The week often begins with assisting new clients to our business with what we have come to term as “Sunday lunch syndrome”,’ says Craig Webster, founder and CEO of boutique wealth management firm Advanta Wealth and Fellow of the Personal Finance Society. ‘After ruminating on their financial affairs over Sunday lunch, they seize the moment and follow-up on the introduction to discuss how they can improve their financial life.’ The Belgravia and Glasgow-based boutique looks after clients who are often asset rich and time poor, who appreciate a symbiosis ‘based on trust and value added. They then become advocates of our service and refer others to us.’ Webster’s focus has been mostly on developing personal relationships.
‘The financial planning and investment management services we offer clients are not executed on a transactional basis,’ he says. Instead, his strategy is to invest in serving clients for the long term, ‘working together to ensure we are a trusted partner to whom they can turn for counsel and advice’. Service extends beyond the core wealth management capabilities, as the firm’s team can arrange for ‘a comprehensive range of solutions’ through its network of private client advisers, often in areas such as an HNW mortgage, insurance and risk management. Executing such complex and conscientious strategies requires an A-team, which Webster has been duly invested in from the start. He believes that it is important to also foster a culture where the best talent can rise. ‘We maximise our employee engagement through a system of shared value and objectives,’ he says. ‘This collective team focus is apparent to our clients who know they have a network of experts, whom they can rely on and often know by name, and as opposed to a stand-alone financial adviser.’
info@shardcapital.com +44 (0)20 3971 7000
shardcapital.com
Robert Wiegold was an accountant before deciding to pursue a career in financial services. Before joining Shard Capital he was an equity manager at SVS Securities, as well as being a member of the investment committee. During his time at the wealth manager, he has analysed hundreds of companies in order to successfully identify investment opportunities for his clients. Wiegold, who is Level 6 qualified and a member of the Chartered Institute of Securities and Investment, is now an investment manager at Shard Capital, which offers investment, dealing and capital markets services to private, corporate and institutional clients.
Adviser profile Robert Wiegold started his career in the City in 2001 as an Accountant before moving into Financial Services. He joined Shard Capital in 2013, as a founder member of the stockbroking team. The stockbroking service offers
discretionary, advisory and execution-only services, covering UK and international equities and collective investments. These include participations in listed company equity placements, fundraisings and IPOs. Where appropriate, clients are able to participate directly in company fundraisings ordinarily reserved for institutional investors, at institutional prices – often at significant discount to the prevailing market price. Not only does this overcome investor frustrations and level the playing field, but
can also offer tax advantages. During his career Robert has met and analysed hundreds of companies to successfully identify investment opportunities for his clients. In doing so, he helped establish Shard Capital’s EIS Portfolio service which benefits from the team’s extensive knowledge across EIS qualifying companies and helps build suitable portfolios for a diverse range of clients. Transparency is key to this offering, with the Portfolio consisting only of companies listed on a recognised stock exchange. The Enterprise Investment
Scheme was designed to help smaller companies raise finance by offering a range of tax relief to investors including gains free of Capital Gains Tax. There are currently hundreds of EIS qualifying companies covering a range of sectors, providing a breadth of exposure and diversity. Since inception to time of writing, Shard Capital’s EIS portfolio has achieved a triple-digit outperformance of the AIM All Share index over the same period.
Clients, of all levels of
sophistication, are always vulnerable to poor advice
James von Simson Tilney Smith & Williamson
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