Index

UHNW Wealth Managers

Location

London

Advice type

Investment

Investment management

Client Types

Families

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

Jeremy Knowland

Spear's Review

Jeremy Knowland has been looking after UHNW clients at Citi for more than a decade, mainly serving clients who have a minimum of $25 million of liquidity. He finds technology useful for communicating with clients. He cites his Thursday calls with clients, which feature insights from the bank’s CIO, chief economist, and guests such as Mervyn King, Lord Hague and Larry Summers.

Knowland argues that very few, if any, institutions could offer such opportunities to global UHNWs.

‘We can link our UK clients with the US or with any jurisdiction across the world if needed. We can deliver that in a seamless way where others may struggle,’ he says.

Rank: Top Recommended

Top Recommended 2022, UHNW Wealth Managers

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