Index

UHNW Wealth Managers

Location

London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Private banker

Francis Roseman

Spear's Review

Francis Roseman, a former captain in the Queen’s Royal Hussars, was among the first to join Citi’s veterans’ hiring programme in the UK, an effort which he subsequently developed and now chairs. The Spanish and Portuguese-speaking senior vice president specialises in looking after UHNWs, family offices and private individuals who have a connection to the US and Latin America - all of whom had found him through referrals.

He is proud of Citi Private Bank’s open architecture and alternatives offerings, as well as the fact that the global nature of its network means clients can have direct access to some of the most exciting investment opportunities, naming SPACs as an example.

Roseman is active in the military charity scene, which the bank thoroughly supports. When raising funds for the Royal British Legion, of which the Queen is a patron, he was in contact with the Queen’s private secretary, inviting Her Majesty to a dinner for the organisation. 

Rank: Top Recommended

Top Recommended 2022, UHNW Wealth Managers

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