Company
Position
Head of Department
Index
HNW Wealth Managers
Location
London
Advice type
Financial planning
Next generation
Philanthropy
Succession planning
Wealth management
Wealth planning
Wealth preservation
Client type
Families
HNW
International non-doms
UHNW families
UK non-doms
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
Isle of Man
Jersey
South Africa
United Arab Emirates
United Kingdom
Customer type
Wealth adviser
John Williams
Spear’s Review
Whatever the source of a client’s wealth, John Williams believes there is an opportunity to maximise its potential through planning. ‘Our principal aim is to protect our clients, advise them with integrity and make their lives easier,’ he has told Spear's.
Williams, now Citi's head of UK wealth planning, has had an illustrious career, having held leadership positions at Nedbank Private Wealth, Credit Suisse and UBS. Throughout, he has maintained his specialisms of investment structuring, intergenerational planning and cross-border planning.
‘Wealth planning can help to inform a client’s decisions on retirement planning, next-generation support, efficient investing and managing assets across jurisdictions,’ explained Williams, who also has said that clients are further considering ‘broader goals such as happiness and health’.
Rank: Top Recommended
Top Recommended 2024, HNW Wealth Managers
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