Company

HSBC

Index

HNW Wealth Managers

Location

London

Advice type

Financial planning

Tax planning

Sector Focus

Accounting

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Jeremy Franks

Spear's Review

At HSBC's private banking office, Chartered Tax Adviser Jeremy Franks serves as the Head of Wealth Planning and Advisory. His diverse range of HNW clients span across the globe but primarily lie in Europe, Africa, and the Middle East. 

While at HSBC, Franks assumes the responsibility of "delivering a coordinated wealth planning service" for clients with financial planning requirements in and across various regions and jurisdictions. His commitment to his clients has been nurtured through an impressive array of qualifications and experiences. 

Prior to starting at HSBC, Franks acted as the Managing Director and Head of Advisory at UBS where his role involved close contact with trust companies, corporate finance houses, lawyers, and accountants. Additionally, he served as CEO for Knox Private Office, a firm focused on delivering wealth solutions to private clients. Consequently, Franks's vast network of connections across the UK in conjuction with his decades of experience has catapulted his rise as a trusted wealth adviser and financial planner.

Rank: Recommended

Recommended 2022, HNW Wealth Managers

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