John Williams

Spear’s Review

Whatever the source of a client’s wealth, John Williams believes there is an opportunity to maximise its potential through wealth planning. ‘Our principal aim is to protect our clients, advise them with integrity and make their lives easier,’ he tells Spear's.

Williams, now Citi’s head of UK wealth planning, has had an illustrious career, having held leadership positions at Nedbank Private Wealth, Credit Suisse and UBS. Throughout, he has maintained his specialism. ‘Wealth planning can help to inform a client’s decisions on retirement planning, next-generation support, efficient investing and managing assets across jurisdictions,’ explains Williams, who notes that clients are also considering ‘broader goals such as happiness and health’. 

Williams’ canvas of expertise further includes investment structuring, intergenerational planning and cross-border planning.