Company
Position
Managing director
Index
HNW Wealth Managers
Location
London
Advice type
Investment management
Portfolio management
Wealth management
Client type
Families
HNW
Private clients
Sector Focus
Financial Services
Wealth Management & Private Banking
Hugh Adlington
Spear’s Review
Close Brothers managing director Hugh Adlington joined the firm from Rathbones in 2018, where he managed approximately £600 million in assets for 200 families. He now works alongside ‘partner in crime’ and fellow managing director Andrew Hess to manage the portfolios of private clients and families.
The firm has a ‘fantastic infrastructure’, he tells Spear’s, ‘especially on the research and risk side’. He says a third of assets he manages are from new clients rather than transfers: ‘You get a feeling that the cobweb is working.’
Adlington is a chartered fellow of the Chartered Institute for Securities and Investment.
Rank: Recommended
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