The best wealth managers for ultra-high net worth clients in 2022

Welcome to the Spear Ranking of best wealth managers for ultra-high net worth individuals UK. The list includes our top ten advisors, top recommended, and recommended

For wealthy individuals who want to effectively manage and grow their financial assets, a dedicated wealth manager is an important way to streamline their affairs. For ultra high net worth (UHNW) clients who typically have at least $30 million in investable assets, a wealth manager is essential.

An expert, trustworthy wealth manager not only will they manage investments and assets, but they will also take the time to understand a client’s unique situation to develop a personalized wealth strategy that takes into account their goals and objectives.

the best wealth managers offer a wide range of financial services adapted to the client’s situation. These can include estate planning, inheritance, tax services and wealth structuring issues.

Spear’s publishes annual rankings of the best private client advisors and service providers to HNW. These are based on peer nominations, customer feedback, telephone and face-to-face interviews, data provided by companies, as well as information collected by the editorial and research teams of spear.

UHNW wealth managers featured in the 2022 edition of Spear Wealth Management Index are included in the table below, along with the ranking of their Spear.

Click on the individual names to be directed to more detailed profiles of each advisor on The Spear’s 500 website. (The table is sorted by rank and then alphabetically by surname.)

To explore all Spear’s indices and use our advisor finder to identify the private client advisor that best suits your specific needs, visit Spear’s 500 website.

To receive relevant updates on Spear’s research – and thereby give you and your business the best chance of being included in future Spear’s indices – please register here.

If you are an Advisor on the Index and would like to update your profile or provide additional information, please email [email protected]

Dolores W. Simon