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.