Position

Adviser

Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Family businesses

Investment strategy

Wealth management

Client Types

Business owners

Entrepreneurs

Families

HNW

Tech and high-growth entrepreneurs

UHNW

Sector Focus

Wealth Management & Private Banking

Financial Services

Tom Spencer

Spear’s Review

Tom Spencer is a client adviser at Saranac Partners, a London private office offering strategic investment advice to a number of high- and ultra-high-net-worth individuals and families.

Having joined from Bank Leumi in 2017, Spencer advises entrepreneurs and intergenerational families, particularly those involved with European technology businesses. He told Spear’s that the opportunity to work with his clients and watch them grow on a personal and family level over many years – from the early stages of their businesses to growth, liquidity events, exits and on to management of their assets – is what he most enjoys about his role.

Rank: Recommended

Recommended 2024, UHNW Wealth Managers

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