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Position

Chief Investment Officer

Index

UHNW Wealth Managers

Location

London

Advice type

Alternative investments

ESG

Investment strategy

Private equity investment

Wealth management

Client type

Entrepreneurs

Families

Family offices

Private office

Sophisticated investors

UHNW

Sector Focus

Financial Services

Investments and Asset Management

Geographical focus

Hong Kong

Sweden

Switzerland

United Kingdom

United States

Nancy Curtin

Spear’s Review

Nancy Curtin, AlTi’s global chief investment officer, has a wealth of experience, having previously been CIO of Close Brothers (now known as TrinityBridge), the London-based wealth manager and specialist merchant bank.

Prior to that, the Princeton and Harvard Business School graduate held senior roles at the hedge fund Fortune Asset Management as well as Internet Finance Partners, a specialist venture capital business. She has also ‘built private equity businesses’ in Russia and Germany in previous roles at Schroders and Baring Asset Management. It is this varied background, she explains, that has given her a wealth of experience in working with almost every asset class.

As well as market knowledge, Curtin emphasises the need to understand the ‘emotional centre’ of her clients. ‘It helps give them that confidence that you’re the person they can turn to when they have any kind of wealth structuring or wealth investment need.’

Adviser Profile

Nancy Curtin is AlTi’s Global Chief Investment Officer.

Nancy has held Head of Investments and Chief Investment Officer roles working across both traditional and alternative asset classes at multiple firms since 2002. She held the position for eight years at Fortune Asset Management, then for another 10 at Close Brothers Asset Management after it acquired the previous firm. She served in that role at Alvarium Investments from 2020 until it merged to create AlTi.

AlTi is a global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. AlTi offers a connected ecosystem of advice, solutions and investment opportunities from across a global network.

Rank: Top Recommended

Top Recommended 2025, UHNW Wealth Managers

Phone

+44 20 7195 1400

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