Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Advice type
Estate and succession planning
Investment strategy
Wealth management
Client type
UHNW
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
James Weaver
Spear’s Review
As a managing director within the private wealth management team, Goldman Sachs’ James Weaver is responsible for looking after the wealth of clients ‘through all the complexities that life brings’.
The majority of his clients are self-made, and relationships are personal; discussions can range from the benefits of trusts to the joys of fishing. ‘Our clients and business are both long term,’ he says. ‘The key is to have that long-term mentality and thus grow both the client base and the adviser teams for the benefit of the next generation.
‘I always say that we are not running the clients’ money, we are running their children’s. If we do a good job, they will in time introduce us, and that will be the key endorsement.’
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