Company
Position
Director
Index
UHNW Wealth Managers
Wealth & Investing
Location
London
Advice type
Family offices
Private banking
Wealth management
Client type
Entrepreneurs
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Adviser
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.
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: Top Recommended
Top Recommended 2024, UHNW Wealth Managers
Network Connections
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Jeremy Knowland
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James Holder
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