Index

UHNW Wealth Managers

Location

Manchester

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Private banker

Harvey Chapel

Spear's Review

Private banker Harvey Chapel’s career could have gone in a very different direction. In a former life he was the captain of the England U22 basketball team, and won an academic scholarship to study an MBA while playing college basketball in the US. 

He has since applied the commitment of an athlete to the world of finance, becoming a wealth adviser at AllianceBernstein before joining Barclays

Chapel works in the North of England and is proud of his jurisdiction, where there is ‘a fantastic entrepreneurial community, great businesses and, most importantly, some wonderful people’. He has been advising clients in the region for 14 years, and still feels ‘privileged to have access to the breadth of proposition and very high quality team at Barclays Private Bank, while also working closely with my colleagues in the Corporate and Investment Bank’. 

Adviser Profile

Harvey is a Managing Director with Barclays Private Bank and is recognised as one of UK's leading regional Private Bankers, having being short-listed for the accolade of Private Banker of the Year at the Citywealth Magic Circle Awards.

He leads client coverage in the North of England and a team of two Private Bankers and three Private Bank Executives. The team has achieved great success and manages multiple billions in assets for their clients.  Harvey works with a select group of UHNW entrepreneurs and families, including a number of billionaires and others on the Sunday Times Rich List. His focus in on helping them to grow, protect and efficiently structure their wealth, whilst also facilitating their other business interests.

According to Harvey, private banking is a people business, and necessitates navigating the space between a client's personal and professional life. He aims to become a trusted adviser and – in the right circumstances – a friend to his clients. 'I build a team of experts around my clients, looking across their personal and business affairs to ultimately create the right bespoke solution for each unique situation,' he says. Clients really appreciate the ability to access the whole capabilities of the Barclays Group and broad network; with this team based and joined up approach adding real value and being a true point of differentiation.

Harvey holds an MBA from Clarkson University where he graduated top of his class and is also a former captain of the England U22 basketball team. He is a Chartered Fellow of the CISI, holds the CFA Society Investment Management Certificate and the CISI Diploma in Financial Planning.

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