Have the short, sharp Spear's newsletter delivered to your inbox each week
Company

J.P. Morgan Private Bank

Position

Managing director

Index

UHNW Wealth Managers

Location

London

Advice type

Estate and succession planning

Investment strategy

Private banking

Relationship management

Wealth planning

Wealth management

Client type

International UHNWs

SMEs

Tech and high-growth entrepreneurs

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Charlotte Bobroff

Spear’s Review

Charlotte Bobroff, J.P. Morgan Private Bank managing director and UHNW Wealth Manager of the Year at the 2023 Spear’s Awards, specialises in advising entrepreneurial clients in the consumer, retail and e-commerce sectors, as well as business owners and family offices in the UK.

A former relationship manager within Credit Suisse’s UK UHNW team, Bobroff joined the American bank in 2013 to build her book from scratch, working with clients and families who have ‘very sophisticated financial needs that require the scope and breadth’ of a firm the size of J.P. Morgan.

Bobroff looks after many of the bank’s female clients, particularly entrepreneurs, and helps the wider team work on strategies that cater to this demographic. ‘That really just came about naturally given there’s a much higher proliferation of female entrepreneurs within the consumer industries,’ she tells Spear’s.

Read next: Charlotte Bobroff: From rising star to UHNW Wealth Manager of the Year

Rank: Top Flight

Top Flight 2026, UHNW Wealth Managers

Share on
Network Connections

An introduction from the Spear's 500

Fill out the enquiry form to be connected with your adviser of choice

Thank you

Your enquiry has been sent successfully.