UHNW Wealth Managers



Advice type

Family offices

Fund management

Offshore services

Private equity investment

Private office

Client Types


Institutional clients


Sophisticated investors


Sector Focus

Financial Services

Legal Advisory Services

Wealth Management & Private Banking

Geographical Focus


United Kingdom

Customer Type


James Wilcox

Spear’s Review

Since James Wilcox and entrepreneurs Hussam and Mutaz Otaibi restructured the Swiss-based Floreat in 2011 to form an investment boutique on Grosvenor Street, the firm has forged a reputation as a 'go-to house for substantial families’.

‘We are different,’ Wilcox tells Spear’s. ‘We have financial and non-financial structures. The finance side covers investment, real estate, fixed income and principal investing, while the non-financial side covers financial succession, wealth management, wealth transfer and philanthropy. 

'Our operational experience and financial skills bring a specialist approach in serving large UHNW families and complex client affairs.’

Adviser Profile

James Wilcox has been a trusted legal adviser to a great number of substantial global clients. James qualified as a solicitor in 1982 and studied Corporate Finance at London Business School. In his over 30 years' experience, he has managed some of the most complex legal issues faced by ultra-high net worth individuals, families, and governments. He joined Floreat in 2012.  His expertise includes managing complex succession, directing external advisers, reputation management, and settling multi-jurisdictional litigation.  James is involved in philanthropy in both a personal and a professional capacity. As well as advising on and structuring the legacy endeavours of clients, he serves as a trustee for several charities.

Rank: Top Recommended

Top Recommended 2023, UHNW Wealth Managers

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