Company

Hundle

Position

Partner

Index

Family Office Services

Location

London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Jan Meyer

Spear’s Review

Jan Meyer leads the portfolio advisory team at Hundle’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 Hundle 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 Hundle’s select family office and institutional clientele, where he helps to deliver sophisticated investment strategies and wealth planning techniques.

Rank: Recommended

Recommended 2023, Family Office Services

Share on