Company
Position
Director
Index
UHNW Wealth Managers
Wealth Managers
Location
City of Bristol
Advice type
ESG
Impact investing
Philanthropy
Portfolio management
Private banking
Private office
Client type
Charities
Institutional clients
Philanthropists
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Private banker
Ian Chesham
Spear’s Review
Ian Chesham started his wealth management career in 2004 with Rensburg (now Investec) before joining Barclays in 2007. He has since risen to the post of senior director of the charities and not-for-profits team, managing discretionary investments and providing additional advisory services, including around ESG and impact investing.
He is a keen triathlete, and approaches his work with the same focus. His aim is to ‘delight ... by achieving goals and supporting clients over the course of a relationship that lasts many years’. During his time at Barclays, Chesham has honed investment strategies, created policies and provided lending facilities to his clients.
‘My guiding principles are to be passionate about each client, and immerse myself to best understand how I can help,’ he says.
Rank: Recommended
Recommended 2024, UHNW Wealth Managers
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