Company
Position
Adviser
Index
UHNW Wealth Managers
Location
London
Advice type
Estate and succession planning
Investment strategy
Wealth management
Client type
UHNW
UHNW families
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Tom Spencer
Spear’s Review
Tom Spencer is a client adviser at Saranac Partners, a London‑based private office that provides strategic investment advice to ultra‑high‑net‑worth families. He operates at the intersection of investment strategy and financial planning, fulfilling an advisory role for large family investment structures and often acting as an outsourced CIO.
His clients are a broad range of ultra-high-net-worth families, who either maintain a partial family office and require additional specialist support, or who have chosen not to create their own family office and thus reach out to external parties to meet their needs.
Spencer tells Spear’s families are attracted to Saranac’s proposition because the firm is ‘entirely independent of any investment product, has a broad advisory capability and a purpose-built ethos focused on a small number of clients’.
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