Company
Position
Partner
Index
HNW Wealth Managers
Location
London
Advice type
Cross-border
Portfolio management
Wealth management
Wealth preservation
Client type
Expats
HNW
UHNW
Sector Focus
Financial Services
Investments and Asset Management
Geographical focus
United Kingdom
United States
Neil Williams
Spear’s Review
Neil Williams works in wealth management for ‘US persons and US persons living in the UK’ at Shard Capital via the LeifBridge investment service. Williams says such people often feel constrained when it comes to managing their wealth, and investment options are limited: ‘US tax obligations are complex and time consuming, and the fear of being penalised can weigh heavily on making investment decisions.’
Williams and his team offer a tailored service to this clientele, helping to manage their wealth and offering expertise on their specific challenges, including issues around global, multi-asset investments and the associated cross-border tax considerations. Prior to his role at Shard Capital, he served as an investment director at LGT Vestra US.
As of 2025, the firm says it has £2.5 billion in AuM and advises around 2,500 clients.
Rank: Recommended
Recommended 2025, HNW Wealth Managers
