Family Office Services



Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Jan Meyer

Jan Meyer leads the portfolio advisory team at TwinFocus’s burgeoning London HQ, where he covers everything from asset allocation, portfolio implementation, portfolio risk management and trading to client reporting and portfolio analysis.

Meyer’s team at TwinFocus uses a strategy they call ‘total balance sheet’ planning, factoring in a client’s entire investment portfolio, succession planning and attitudes to risk, tax and philanthropy when recommending how to handle a particular asset.

The former senior investment adviser at Kleinwort Hambros also works as a client adviser to some of TwinFocus’s select family office and institutional clientele, where he helps to deliver sophisticated investment strategies and wealth planning techniques.

Rank: Recommended

Recommended 2022, Family Office Services

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