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Position

Director

Index

UHNW Wealth Managers

Location

London

Advice type

Family offices

Private banking

Wealth management

Client type

Entrepreneurs

Family offices

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

James Close-Smith

Spear’s Review

London-based private banker James Close-Smith works to ‘deliver the breadth of Citi’s global banking and wealth management capabilities’ to UHNWs and family offices.

Close-Smith has worked in financial services for 15 years and has a particular specialism in advising finance professionals and entrepreneurs. He expands to meet the complex needs of multi-jurisdictional families and individuals by working closely with Citi’s US and Asia teams in order to address cross-border issues.

Close-Smith is also a fintech enthusiast who is ‘passionate about technology, innovation and the wider implications for society’. A chartered fellow of the Chartered Institute for Securities & Investment, he is also a business sponsor in Citi’s graduate programme, acting as a mentor and champion for emerging talent and ideas within the organisation.

Rank: Recommended

Recommended 2025, UHNW Wealth Managers

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