THE SPEAR’S 500 Wealth & investing


James Williams Barclays Private Bank


FOCUS Financial markets professsionals


As a managing director, James Williams provides advice to finance professionals, high-profile clients, HNW individuals and sophisticated investors. Indeed, many of Williams’ clients are among the world’s most financially successful investors, and could theoretically be ‘turned off’ by the idea of a financial adviser. Therefore, Williams’ approach to adding value is highly specialised. ‘It is my aim to understand my clients’ exposures in detail, to work alongside them, to become their right-hand man, and to explore investment ideas in those areas where they may have less of an exposure,’ he says. ‘Often this means advising at the lower end of the risk spectrum or focusing on other financial areas such as wealth planning and structuring.’


Frederick Windsor JP Morgan Private Bank


FOCUS Entrepreneurs


‘He’s got both the title and the talent,’ one industry commentator says of Freddie Windsor, son of Prince Michael of Kent, who serves a diverse clientele in his role as executive director at JPMorgan Private Bank. Windsor previously told Spear’s that the most memorable time in his career was when he spent six years at the bank’s LA branch servicing media and entertainment clients. The Oxford Classics graduate


began his financial career at New York-based Wand Partners where he interned in the summer of 1999. He then gained experience at Citi’s European Investment Bank before joining JPMorgan as an associate in 2006. He was promoted to vice president in 2010 before stepping up as an executive director in 2015.


Farzin Yazdi Shard Capital


FOCUS Investor migration


farzin.yazdi@shardcapital.com +44 (0)20 7186 9978 shardcapital.com


Rebecca Williams Brown Shipley


FOCUS Financial planning


Callan Woodcock EFG Asset Management


FOCUS Portfolio management


Farzin Yazdi began his career at Teather & Greenwood, progressing quickly to become a fund manager investing in UK equities and bonds. After seven years at the company he moved on to JM Finn, where he worked as a fund manager and headed the derivatives CFD desk for another seven years. He has been head of investor visa at Shard Capital since 2017, looking after high-net-worth private clients investing in the UK markets on both the advisory and discretionary side. Yazdi created the UK Tier 1 (Investor) visa solution in 2012, with the aim of offering a fair solution for the client, which had to be fast, simple, and transparent. He now advises some of the leading British Middle Eastern community families on their investment decisions.


In her role as client director, Rebecca Williams provides advice on risk management, investments, retirement solutions, estate planning and lifetime cash flow planning. How best to sum it up? ‘The industry uses all sorts of terms to describe my role as a wealth planner,’ she says. ‘There’s “financial adviser”, “consultant”, “wealth manager”. But I start by seeking to understand my clients, their family, their position now and their plans for the future. I ask lots of questions and listen carefully to the answers.’ At the root of it, Williams says,


‘my role is to build a wealth plan that helps you get from where you are now to where you want to be. I help clients to achieve their life goals.’


Callan Woodcock is a senior portfolio manager within EFG Asset Management. The firm is an international provider of actively managed investment products and services to professional advisers and institutional investors around the world. ‘I look after clients with very diverse backgrounds, ranging from young to old, local and foreign, entrepreneurial and lucky, involved and apathetic,’ says Woodcock. An articulate communicator with a track record of creating an atmosphere of enthusiasm and teamwork, he has demonstrated an ability to manage and motivate others to achieve common goals. He describes himself as a


‘tenacious, goal-oriented individual’.


Adviser profile Farzin Yazdi heads Shard Capital’s Investor Visa team, which acts as a specialist wealth and investment manager for Tier 1 (Investor) Visa applicants, helping High Net Worth individuals and their families move to the UK and working alongside external immigration lawyers and tax advisers in the process. As a specialist wealth manager, his team also assists Financial Advisers, Investment Managers and Banks, given the intricacies and specific investment requirements for this solution. He has over 25 years’ experience working with high-net-worth private clients in the wealth management space, and as a Fund Manager. But for nearly 10 years he has


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dedicated himself purely to the UK Tier 1 (Investor) visa – a solution he himself helped create back in 2012. This unique approach helped him win ‘Wealth Manager of the Year’ at the High-Value Immigration Awards 2014. His focus also ensures he is always abreast of developments or new demands created by ever-changing immigration rules, complemented by an in-depth understanding of financial and reporting requirements for immigration law.


Over the last 12 months he has


further strengthened his team with a highly experienced CIO, further enhancing the breadth and depth of capability on the dedicated investment committee. Some dabble in this investment


space; Farzin is a true specialist. With first-hand experience of the migration process himself, he is able to offer real empathy to the clients he works with. And given the UK Tier 1 (Investor) Visa is his sole focus, this makes him the go-to person for applicants, advisers and even in certain circumstances, competitors.


It is my aim to understand my


clients’ exposures in detail, to work


alongside them, to become their


right-hand man James Williams


Barclays Private Bank


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