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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’.

Rank: Top Recommended

Top Recommended 2026, UHNW Wealth Managers

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