Company
Position
Partner
Index
UHNW Wealth Managers
Location
London
Advice type
Asset allocation
Investment management
Portfolio management
Client type
UHNW
Sector Focus
Financial Services
Investments and Asset Management
Jakob Meidal
Spear’s Review
Prior to joining AlTi, London-based private banker Jakob Meidal held positions with Deutsche Bank, Goldman Sachs and Pictet.
Meidal specialises in advising clients on ‘long-term asset allocation, portfolio construction and single asset class solutions’. He started his financial career focusing on the Nordic countries and still maintains a significant client base who are connected to the region. He has previously told Spear’s that in the Nordic countries specifically, and especially among the young, there is ‘a focus on sustainable, socially responsible-type investment’, which is now de rigueur in mainstream UK wealth management too.
He believes that ‘a good wealth manager needs to be curious; he needs to listen and be close to the clients. There is no solution that would fit two families the same way.’
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