Position

Director

Index

UHNW Wealth Managers

Location

London

Advice type

Family offices

Private banking

Wealth management

Client Types

Entrepreneurs

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Adviser

James Close-Smith

Spear’s Review

London-based private banker James Close-Smith works ‘to deliver the breadth of Citi’s global banking and wealth management capabilities’ to UHNWs and family offices. Close-Smith has worked in financial services for 15 years and has a particular specialism in advising finance professionals and entrepreneurs.

Close-Smith is also a fintech enthusiast who is ‘passionate about technology, innovation and the wider implications for society’. A chartered fellow of the Chartered Securities and Investments Institute, he is also a business sponsor in Citi’s graduate programme, acting as a mentor and champion for emerging talent and ideas within the organisation.

Rank: Top Recommended

Top Recommended 2024, UHNW Wealth Managers

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