Index

UHNW Wealth Managers

Location

London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Simon Melling

Spear's Review

‘Over the years, we’ve found that private clients are no longer offered a personal service that respects their needs and wishes, and they don’t want to be tethered to large-scale financial institutions that seem a little faceless,’ says Simon Melling, CEO of the wealth management firm Vermeer Partners. As a result, the firm looked into building a business based on a partnership model which returns clients to having a trusted adviser with skin in the game. ‘It’s the best way to foster a long-term partnership in these times,’ he says. 

As CEO of Vermeer Partners, Melling oversees the day-to-day running of the business, and prides himself on being ‘incredibly hands on,' which involves taking part in the weekly partners meeting where investment ideas are debated. ‘One of our greatest assets is the mix of ages we have in the partnership, which means we can not only ensure continuity of service, but also a wealth of different perspectives, which inspires creativity and drives innovation,’ he explains.

Rank: Recommended

Recommended 2023, UHNW Wealth Managers

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