Company
Position
Executive director
Index
UHNW Wealth Managers
Location
London
Advice type
Investment management
Portfolio management
Client type
UHNW
Sector Focus
Financial Services
Investments and Asset Management
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.
‘Typically, clients come with a range of needs and requirements,’ Holmes tells Spear's. ‘We seek to place their goals at the heart of every decision we make to ensure the wealth plan is aligned to it.’ He says that his philosophy is defined by keeping investment simple. ‘My clients are never forced seller and [I] avoid any investment that could give rise to permanent loss.’
Holmes is based at Bentley Reid’s London office, and is on the board of directors. He is a member of the Chartered Institute for Securities & Investment and is a chartered wealth manager.
Rank: Recommended

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