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Company

MDR Mayfair

Position

CEO—Chief Executive Officer

Index

Advisers to Families

Location

London

Advice type

Family governance

Family offices

Next generation

Wealth management

Client type

Entrepreneurs

Families

Family offices

High-profile clients

Private office

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical focus

Saudi Arabia

United Arab Emirates

United Kingdom

Customer type

Wealth adviser

Alistair Morgan

Spear’s Review

MDR Mayfair provides discreet private advisory services for a select group of families by bringing together a broad range of highly qualified professionals to seamlessly manage their affairs. ‘My job is to release my clients from the burden of administering their wealth, and to create and implement the strategies that they need in order to safeguard their assets and protect their families both now and in future,’ explains group CEO Alistair Morgan.

Wholly owned by Mishcon de Reya, MDR Mayfair says that its services are in high demand as more and more UHNWs seek private office services. Most of Morgan’s clients are UHNW families whose primary source of wealth is from the businesses they founded and with which they are often still actively involved.

Rank: Recommended

Recommended 2024, Advisers to Families

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