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Position

Director

Index

HNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment management

Investment solutions

Portfolio management

Client type

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer type

Wealth adviser

Hugo Swann

Spear’s Review

Hugo Swann is an investment director at McInroy & Wood, having joined the respected wealth management boutique in 2017. Prior to that, he was a director at Credit Suisse where he spent a decade as an equity research analyst with a specialism in emerging market banks and exchanges, particularly those in Greece, eastern Europe, Russia and Commonwealth of Independent States nations.

Swann manages segregated portfolios and looks after a number of HNW client relationships. He graduated with a BSc in economics from Durham University and qualified as a chartered accountant at PwC, where he gained experience in auditing banks and financial institutions, as well as analysing complex transactions.

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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