Company

Ruffer

Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Wealth management

Portfolio management

Client Types

HNW

Private clients

Families

Customer Type

Wealth adviser

Bertie Dannatt

Spear’s Review

Bertie Dannatt, Ruffer's co-head of private wealth, joined the firm as a graduate trainee in 2008, after five years in the Army. The University of Durham graduate also qualified as a member of the Chartered Institute for Securities & Investments (CISI) in 2010. He is the son of Lord Dannatt, General Richard Dannatt, former chief of the general staff of the British Army.

Ruffer’s philosophy when it comes to investing is that ‘to invest well, we need to take on risk’ and ‘with risk comes great responsibility’. Rather than recklessly ‘charging headlong for growth’, its aim is simple: don’t lose money: ‘If we keep doing our job well, we will protect our clients’ capital – and increase its real value substantially.’

Rank: Top Recommended

Top Recommended 2024, HNW Wealth Managers

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