CEO—Chief Executive Officer
UHNW Wealth Managers
London
Financial Services
Wealth Management & Private Banking
Wealth adviser
Spear's Review
‘At Weatherbys Private Bank, every client is treated like a member of its extended family, which has guided the business through seven generations of prudent stewardship since 1770,’ says CEO Roger Weatherby.
Catering to UHNWs and HNWs, the firm has also played an integral part in British racing since its founding, and currently holds bank assets of over £630 million. He highlights trust and security as key principles, alongside agility and decisiveness.
The majority of new clients come referred. ‘There’s no more reliable testament to the unrivalled personal service and professional expertise our clients enjoy than the endorsements they freely offer to their friends and family,’ he adds.
Rank: Recommended
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