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Position

Director

Index

UHNW Wealth Managers

Location

London

Advice type

Cross-border

Investment management

Tax planning

Wealth management

Client type

Families

HNW

Non-domiciles

UHNW

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Geographical focus

United States

Martin Heale

Spear’s Review

A director at Schroders Wealth Management since 2017, Martin Heale has 25 years of experience in the field of wealth management. Early in his career, Heale served as director at Barclays Private Bank, and then continued on to a successful tenure at Kleinwort Benson prior to its buyout, where he led the firm’s private wealth management arm. 

In his current role, Heale specialises in providing advice for US clients in regards to personal risk profiling, US compliant investments and tax reporting.

Investment managers at Schroders seek to uphold the firm’s ethos that it has an ‘important role to play in driving better outcomes for our clients and society as a whole’. This has resulted in a loyal client base, immediately evidenced by a copious number of testimonials, many of which cite Heale’s ‘strong leadership gravitas’, ‘business-oriented mind’ and ‘natural zest for business’.

Rank: Recommended

Recommended 2025, UHNW Wealth Managers

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