Index

UHNW Wealth Managers

Advice type

Family offices

Wealth management

Sector Focus

Wealth Management & Private Banking

Customer Type

Adviser

Marcus Yorke-Long

Spear's Review

Marcus Yorke-Long covers 'a very specific type of client’ – a type that he calls ‘exceptional’. He advises family offices with structures worth £500 million-plus, and who own corporate or financial assets. ‘I have a dozen to 15 very large relationships,’ he says, adding that ‘there is an awful lot that goes on’ – his interest lies ‘beyond traditional wealth management products’. Yorke-Long’s overarching duty, however, is to deliver 'the wider Barclays franchise to families who don’t want a fragmented model that doesn’t look at the overall family structure’.

Although he runs ‘one of the largest books in the bank’, Yorke-Long considers himself a specialist: ‘The family office market is quite concentrated and small. I feel lucky to cover it, and to have been doing so for ten years.’

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