Private banker


UHNW Wealth Managers



Advice type

Relationship management


Client Types

Tech and high-growth entrepreneurs

Geographical Focus

United Kingdom

Charlotte Bobroff

Spear's Review

Charlotte Bobroff is a private banker, executive director and head of UK consumer and retail at J.P. Morgan Private Bank and was awarded ultra high net worth wealth manager of the year at the 2023 Spear's awards.

She specialises in entrepreneurial clients in the consumer, retail and e-commerce sectors, as well as business owners and family offices in the UK. A former relationship manager within Credit Suisse’s UK UHNW team, Bobroff joined the American bank in 2013 to build her book from scratch around clients and families who have ‘very sophisticated financial needs that require the scope and breadth’ of a firm the size of J.P. Morgan.

Bobroff looks after many of J.P. Morgan’s female clients, particularly entrepreneurs, and helps the wider team work on strategies that cater to this demographic too. ‘That really just came about naturally given there’s a much higher proliferation of female entrepreneurs within the consumer industries,’ she tells Spear’s.

Rank: Top Flight

Top Flight 2024, UHNW Wealth Managers

Share on