Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment management

Client Types

Financial professionals

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

India

Customer Type

Private banker

David Poole

Spear's Review

Geneva-based managing director David Poole has more than 22 years’ experience in both domestic and international financial services, having previously headed up the international private banking arm of Lloyd’s in Mayfair where he was responsible for helping HNWs and UHNWs manage new business opportunities generated from within the banking group and external contacts. He has also acted as a senior vice president in Coutts’ Geneva private banking branch, from which he joined UBP in 2015.

Poole’s specialisms include managing UHNW client relationships ‘of a higher profile and value and often more complex financial planning expectations’, according to his LinkedIn bio.

Rank: Recommended

Recommended 2022, UHNW Wealth Managers

Share on