Index

HNW Wealth Managers

Location

London

Advice type

Financial planning

Next generation

Philanthropy

Succession planning

Wealth management

Wealth planning

Wealth preservation

Client Types

Families

HNW

International non-doms

UHNW families

UK non-doms

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Isle of Man

Jersey

South Africa

United Arab Emirates

United Kingdom

Customer Type

Wealth adviser

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 has told Spear's.

Williams, now Citi's head of UK planning, has had an illustrious career having held leadership positions at Nedbank Private Wealth, Credit Suisse and UBS. Throughout he's 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,’ explained Williams, who also has said that clients are also considering 'broader goals such as happiness and health'. 

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

Rank: Recommended

Recommended 2022, HNW Wealth Managers

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