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: Recommended

Recommended 2023, UHNW Wealth Managers

Share on
Network Connections

Top Flight

Article image

Jeremy Knowland

Citi Private Bank

Power List

London

Top Flight 2023 Power List

Top Recommended

Article image

Louise Hartley

Citi Private Bank

UHNW Wealth Managers

London

Top Recommended 2023 UHNW Wealth Managers

Top Recommended

Article image

Laurence Mandrile-Aguirre

Citi Private Bank

UHNW Wealth Managers

Switzerland

Top Recommended 2023 UHNW Wealth Managers

Top Recommended

Article image

James Heddle

Citi Private Bank

UHNW Wealth Managers

London

Top Recommended 2023 UHNW Wealth Managers

Top Recommended

Article image

Suzanne Gyorgy

Citi Private Bank

Art Finance

New York City

Top Recommended 2023 Art Finance

Top Recommended

Article image

Steven Lo

Citi Private Bank

UHNW Wealth Managers

Hong Kong

Top Recommended 2023 UHNW Wealth Managers

Recommended

Article image

George Murray

Citi Private Bank

UHNW Wealth Managers

Greater London

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

James Haythornthwaite

Citi Private Bank

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

Vaibhav Sharma

Citi Private Bank

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

John Williams

Citi Private Bank

HNW Wealth Managers

London

Recommended 2023 HNW Wealth Managers

Recommended

Article image

Helen Gammons

Citi Private Bank

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

David Poole

Citi Private Bank

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

Simran Khanna

Citi Private Bank

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

Oliver Kersh

Citi Private Bank

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

James Close-Smith

Citi Private Bank

UHNW Wealth Managers

Recommended 2023 UHNW Wealth Managers

Recommended

Article image

Giles Crowe

Citi Private Bank

UHNW Wealth Managers

London

Recommended 2023 UHNW Wealth Managers

Article image

James Holder

Citi Private Bank

Wealth Managers