Index

HNW Wealth Managers

Location

London

Advice type

Financial planning

Relationship management

Tax, wills & trusts

Wealth planning

Wealth preservation

Client Types

HNW

Non-domiciles

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

Andrea Solana

Spear's Review

Beginning her career with a US-based tax and global wealth management firm, working directly with US expatriate individuals and foreign nationals living in the US appealed to Solana’s love of global travel and connecting with clients about their experiences.

Over the years, Solana gained considerable experience advising HNWs with multi-jurisdictional financial interests on how to design and implement strategies for tax-efficient and risk-managed asset growth. Following a secondment in London, she took her professional career to the UK in 2013 after seeing an opportunity in the wave of regulatory change impacting US-connected individuals with cross-border financial interests.

Rank: Recommended

Recommended 2022, HNW Wealth Managers

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