Company
Index
UHNW Wealth Managers
Location
London
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer Type
Private banker
James Williams
Spear's Review
As a managing director, James Williams provides advice to finance professionals, high-profile clients, UHNW individuals and sophisticated investors. Indeed, many of Williams’ clients are among the world’s most financially successful investors, and could theoretically be ‘turned off’ by the idea of a financial adviser.
Therefore, Williams’ approach to adding value is highly specialised. ‘It is my aim to understand my clients’ exposures in detail, to work alongside them, to become their right-hand man, and to explore investment ideas in those areas where they may have less of an exposure,’ he says. ‘Often this means advising at the lower end of the risk spectrum or focusing on other financial areas such as wealth planning and structuring.’
Rank: Recommended
Recommended 2023, UHNW Wealth Managers
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