Company
Position
Senior director
Index
HNW Wealth Managers
Location
Leeds
Advice type
Portfolio management
Succession planning
Wealth management
Wealth preservation
Client type
Business owners
Entrepreneurs
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Henry Shires
Spear’s Review
Providing his clients with ‘peace of mind’ when it comes to their financial lives drives the practice of Rathbones senior investment director Henry Shires. The affable Leeds-based wealth manager takes a holistic approach to advising his HNW clients, and he has developed a specialism in working with entrepreneurs on their journey towards a full or partial exit.
He’s a big believer in teamwork when it comes to a liquidity event: ‘All too often the planning of the deployment of their soon-to-be-realised wealth is a last-minute thought, which can be very costly,’ he says. ‘I like to involve other professionals – such as corporate and tax planning specialists – as early as possible in the process to maximise my client’s position on the day the cash arrives.’
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