Company

C. Hoare & Co.

Index

HNW Wealth Managers

Location

London

Advice type

Wealth planning

Wealth preservation

Client Types

Entrepreneurs

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Peter Gale

Spear's Review

‘Times of crisis tend to be times of great opportunity to us,’ says Peter Gale. He tells Spear’s how in 2008, the UK’s oldest private bank proved itself as a ‘flight to safety’ for an influx of new customers. It’s a similar story with coronavirus. ‘Whenever there’s uncertainty, we tend to do well,’ he adds. 

Gale heads up one of the four private banking teams at C. Hoare & Co., as well as overseeing the firm’s tax department, developing regional strategy and managing a small portfolio of his own clients. The bank remains a ‘unique business’, he says. It ‘is ultra-conservative; the family has 100 per cent unlimited liability in the business so we have an ultra-robust balance sheet and high levels of liquidity and capital.’

Rank: Top Recommended

Top Recommended 2023, HNW Wealth Managers

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