Company
Position
Director
Index
UHNW Wealth Managers
Wealth Managers
Location
London
Advice type
Investment management
Portfolio management
Client type
UHNW
Sector Focus
Wealth Management & Private Banking
Financial Services
George Holmes
Spear’s Review
With over 15 years of experience in the wealth management industry, George Holmes joined Bentley Reid in 2014 to service a range of wealthy families and UHNW individuals with an international foothold, building on his experience at Butterfield Private Bank, where he managed a multi-family office.
Holmes is a member of the Chartered Institute for Securities & Investment and is a chartered wealth manager. His firm endeavours to help its clients ‘achieve a detailed understanding of your financial circumstances, aspirations and concerns’, as well as ‘identify, manage and comply with your fiscal obligations’.
Holmes is based at Bentley Reid’s London office, and the firm also serves its clients through offices in Hong Kong and Malta.
Rank: Recommended
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Recommended 2024, UHNW Wealth Managers