Company
Position
Managing director
Index
HNW Wealth Managers
Location
London
Advice type
Portfolio management
Private banking
Relationship management
Wealth management
Wealth planning
Client type
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Annabel Bosman
Spear’s Review
Former Julius Baer managing director Annabel Bosman joined RBC Brewin Dolphin in 2019, and currently heads up the relationship management wing at the firm’s London office.
As part of the bank’s leadership team, she focuses on providing wealth management services to a broad range of clients. Bosman tells Spear’s of her determination to make clients’ lives easier by fine-tuning the service and focusing on the fundamentals.
She describes wealth management as ‘a slow burn’, especially when compared to a more ‘transactional’ part of the sector, such as private banking.
Rank: Recommended
![](https://spears500.com/wp-content/themes/spears500/assets/img/adviser_default.png)
Recommended 2024, HNW Wealth Managers
Network Connections
Recommended
![Article image](https://spears500.com/wp-content/themes/spears500/assets/img/adviser_default.png)
James Campbell-Johnston
RBC Brewin Dolphin
HNW Wealth Managers
London
![](https://spears500.com/wp-content/themes/spears500/assets/img/rank.png)
Recommended 2024
HNW Wealth Managers
Recommended
![Article image](https://spears500.com/wp-content/themes/spears500/assets/img/adviser_default.png)
Sarah Kirby
RBC Brewin Dolphin
HNW Wealth Managers
London
![](https://spears500.com/wp-content/themes/spears500/assets/img/rank.png)
Recommended 2024
HNW Wealth Managers
Top 100
![Article image](https://spears500.com/wp-content/themes/spears500/assets/img/adviser_default.png)
Robin Beer
RBC Brewin Dolphin
Power List
Nottinghamshire
![](https://spears500.com/wp-content/themes/spears500/assets/img/rank.png)
Top 100 2024
Power List