Company
Position
Managing director
Index
UHNW Wealth Managers
Wealth & Investing
Location
London
Advice type
Portfolio management
Private banking
Wealth planning
Wealth preservation
Asset Class
Flexible portfolios
Investments
Trusts
Client type
Families
Institutional investors
Sophisticated investors
Trusts
UHNW
Sector Focus
Wealth Management & Private Banking
Financial Services
Geographical focus
Greece
Russia
Saudi Arabia
Switzerland
United Arab Emirates
United Kingdom
Customer type
Wealth adviser
Theophanis Theophanous
Spear’s Review
Cyprus-born Theophanis Theophanous, a managing director at Barclays Private Bank, has a practice that is inherently international, focusing on strategic and family office clients in Russia, Eastern Europe, the Middle East, Asia and Africa.
His ultimate aim is to ‘be the trusted adviser who gets the first call when a client has any kind of investment, lending, financing, investment banking or corporate banking need’. His mantra is, in short, that the interests of the client come first. This leads to a modus operandi that he credits as ‘the recipe of our success’.
‘We are advisers in a boutique within a large organisation. We like to think of ourselves as personal CFOs to clients,’ he said.
Rank: Top Recommended
Top Recommended 2024, UHNW Wealth Managers
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