Index

UHNW Wealth Managers

Location

City of Bristol

Advice type

Corporate

ESG

Family offices

Impact investing

Philanthropy

Portfolio management

Private banking

Private office

Client Types

Charities

Institutional clients

Philanthropists

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Private banker

Ian Chesham

Spear's Review

Ian Chesham started his wealth management career in 2004 with Rensburg (now Investec) before joining Barclays in 2007. He has since risen to the post of senior director of the Barclays Private Bank Charities and NFP team, managing discretionary investments and providing additional advisory services. Chesham has experience in ESG and impact investing.

He is a keen triathlete, and approaches his work with the same focus. His aim is to ‘delight... by achieving goals and supporting clients over the course of a relationship that lasts many years’. Over his time at Barclays, Chesham has honed investment strategies, created policies and provided lending facilities to his clients. ‘My guiding principles are to be passionate about each client, and immerse myself to best understand how I can help,’ he says.

Rank: Recommended

Recommended 2022, UHNW Wealth Managers

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