Index

UHNW Wealth Managers

Location

London

Advice type

Investment management

Asset Class

Alternative assets

Client Types

Entrepreneurs

Families

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

Aastha Gurbax

Spear's Review

‘We have to make sure that clients feel not just invested but engaged at this point,’ says Aastha Gurbax. J.P. Morgan’s $11 billion annual tech spend has been a boon in ‘busting bureaucracy’, she adds: ‘You’re not going to simply say, “Computer says no,” at this point in time.’

Gurbax is also mindful of the opportunities the current situation presents, especially in the big data industry, which she says will ‘quadruple in the next five years’.

‘Tech would be a component of anyone’s portfolio by virtue of the fact that 20 per cent of the S&P is now composed of tech companies,’ she explains. ‘The majority of the recovery is also being seen in this sector.’

Rank: Top Recommended

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