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 tells 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,’ explains Williams, who also has said that clients are further considering ‘broader goals such as happiness and health’.