UHNW Wealth Managers



Advice type

Discretionary Portfolios

Investment management

Portfolio management

Sustainable investing

Asset Class


Client Types


Private clients

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Ross Ciesla

Spear’s Review

What do The Beatles have to do with wealth management? More than you might think, according to Ross Ciesla, who manages client portfolios and leads the investment team. ‘We like bright people who enjoy helping each other grow and improve, much like Lennon and McCartney worked as a cohesive unit to constantly help better themselves,’ he says.

With an eye to the future, Ciesla notes that firms that ride the waves of technological change are those most likely to prosper. ‘The world is going through a huge rewiring of infrastructure,’ he says. ‘The old guard are struggling to compete in a more cloud, AI and digital world.’

Rank: Recommended

Recommended 2023, UHNW Wealth Managers

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