Head of Department


HNW Wealth Managers



Advice type

Financial planning

Next generation


Succession planning

Wealth management

Wealth planning

Wealth preservation

Client Types



International non-doms

UHNW families

UK non-doms

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Isle of Man


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 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 wealth planning, has had an illustrious career, having held leadership positions at Nedbank Private Wealth, Credit Suisse and UBS. Throughout, he has maintained his specialisms of investment structuring, intergenerational planning and cross-border planning.

‘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 further considering ‘broader goals such as happiness and health’. 

Rank: Top Recommended

Top Recommended 2024, HNW Wealth Managers

Share on