Index

UHNW Wealth Managers

Advice type

Family offices

Wealth management

Client Types

Entrepreneurs

UHNW

Sector Focus

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. The senior vice president 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: Recommended

Recommended 2022, UHNW Wealth Managers

Share on