Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Advice type
Portfolio management
Private banking
Wealth management
Client type
Billionaires
Entrepreneurs
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
James Heddle
Spear’s Review
James Heddle is managing director and head of the UHNW desk at Citi Private Bank, where he has been since 2010.
As one of five UHNW team leads, Heddle looks after a number of billionaire clients, alongside single and multi-family offices and entrepreneurs, amounting to a client book valued at over $1 billion. His approach, he tells Spear’s, is much more ‘advisory led,’ rather than ‘product push’; his team can afford to grow relationships organically.
Heddle values Citi's global reach, noting that all of his clients are global citizens in some shape, and their ability to actively engage with local branches is a real value-add. The former HSBC Global Private Banking director is at home with this outlook, having previously held the position of desk head of the Americas and the UK res/non-dom UHNW practice.
Rank: Top Recommended

Top Recommended 2025, UHNW Wealth Managers
Network Connections
Top Recommended

Simran Khanna
Citi Private Bank
UHNW Wealth Managers
London

Top Recommended 2025
UHNW Wealth Managers
Top Recommended

Steven Lo
Citi Private Bank
UHNW Wealth Managers
Hong Kong

Top Recommended 2025
UHNW Wealth Managers
Top Recommended

Laurence Mandrile-Aguirre
Citi Private Bank
UHNW Wealth Managers
Geneva

Top Recommended 2025
UHNW Wealth Managers
Top Recommended

John Williams
Citi Private Bank
UHNW Wealth Managers
London

Top Recommended 2025
UHNW Wealth Managers
Recommended

James Close-Smith
Citi Private Bank
UHNW Wealth Managers
London

Recommended 2025
UHNW Wealth Managers
Recommended

Giles Crowe
Citi Private Bank
UHNW Wealth Managers
Geneva

Recommended 2025
UHNW Wealth Managers
Recommended

Louise Hartley
Citi Private Bank
UHNW Wealth Managers
London

Recommended 2025
UHNW Wealth Managers
Recommended

James Haythornthwaite
Citi Private Bank
UHNW Wealth Managers
London

Recommended 2025
UHNW Wealth Managers
Recommended

Oliver Kersh
Citi Private Bank
UHNW Wealth Managers
London

Recommended 2025
UHNW Wealth Managers
Recommended

George Murray
Citi Private Bank
UHNW Wealth Managers
Greater London

Recommended 2025
UHNW Wealth Managers
Recommended

Vaibhav Sharma
Citi Private Bank
UHNW Wealth Managers
London

Recommended 2025
UHNW Wealth Managers
Notable

Jeremy Knowland
Citi Private Bank
Power List
London

Notable 2024
Power List