Index

UHNW Wealth Managers

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Switzerland

United Kingdom

Customer Type

Private banker

James Persse

Spear's Review

James Persse is Barclays born and bred, joining the bank in 1995. Working with Barclays Corporate Bank, Barclays Capital, Barclays Stockbrokers, and joining the Private Bank in Geneva in 2003, he rose through the ranks to become Head of Private Bank, Switzerland. 

As the head of private banking, Persse leads the UK and Swiss teams, all of whom are 'focused on client service, execution, discretion, and advice.' His role additionally includes advising on investment and family structuring, UK resident non-domiciled specific matters, and investment performance management.

'Working with our IM specialists, my focus is always to preserve and grow capital with a view to the long-term,' he says. This approach has proved invaluable throughout his career as evidenced through the growth of his client base to over £2bn of assets under management.

Rank: Recommended

Recommended 2022, UHNW Wealth Managers

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