Position

Managing director

Index

UHNW Wealth Managers

Location

London

Advice type

Portfolio management

Private banking

Wealth planning

Wealth preservation

Asset Class

Flexible portfolios

Investments

Trusts

Client Types

Families

Institutional investors

Sophisticated investors

Trusts

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Greece

Russia

Saudi Arabia

Switzerland

United Arab Emirates

United Kingdom

Customer Type

Wealth adviser

Theophanis Theophanous

Spear's Review

Cyprus-born Theophanis Theophanous – who holds an MBA from The University of Chicago Booth School of Business – has a practice that is inherently international, focusing on strategic and family office clients in Russia, Eastern Europe, the Middle East, Asia and Africa. His ultimate aim is to ‘be the trusted adviser who gets the first call when a client has any kind of investment, lending, financing, investment banking or corporate banking need’. His mantra is, in short, that the interests of the client come first. This leads to a modus operandi that he credits as 'the recipe of our success'.

‘We are advisers in a boutique within a large organisation. We like to think of ourselves as personal CFOs to clients,’ continues Theophanous, whose outlook earned him the title of Leading Individual Banker at the Wealth Briefing European Awards in 2019.

Rank: Top Recommended

Top Recommended 2023, UHNW Wealth Managers

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