Head of Department
HNW Wealth Managers
London
Wealth planning
Corporate clients
HNW
Private clients
Financial Services
Wealth Management & Private Banking
Spear’s Review
Bordier & Cie is a private bank and asset management firm with advisers around the world – from Paris and Geneva to Montevideo and Singapore. At the firm’s London office, Simon Skerratt-Williams, head of wealth planning, provides advice to those clients at the firm who do not have access to a financial adviser, primarily investment managers, family offices or global investment banks.
Skerratt-Williams’ professional experience prior to joining Bordier & Cie includes a long tenure at Aspinall, where he served as a senior financial planner, three years at UBS as a senior private banker, and a brief stint at Merrill Lynch.
His experience has resulted in an approach which clients have remarked to be indicative of an ‘innate sense of what is right for private clients through many years of practical experience’.
Rank: Recommended
Recommended 2024, HNW Wealth Managers