Have the short, sharp Spear's newsletter delivered to your inbox each week
Company

Bordier UK

Position

Head of department

Index

HNW Wealth Managers

Location

London

Advice type

Wealth planning

Client type

Corporate clients

HNW

Private clients

Sector Focus

Financial Services

Wealth Management & Private Banking

Simon Skerratt-Williams

Spear’s Review

At Bordier UK, Simon Skerratt-Williams serves as head of wealth planning and provides advice to those clients at the firm who do not have access to a financial adviser, primarily investment managers, family offices or global investment banks. 

Skerratt-Williams’ professional experience prior to joining Bordier UK includes a long tenure at Aspinall, where he served as a senior financial planner, three years at UBS as a senior private banker, and a brief stint at Merrill Lynch.  

His experience has resulted in an approach which clients have remarked to be indicative of an ‘innate sense of what is right for private clients through many years of practical experience’.

Rank: Recommended

Recommended 2024, HNW Wealth Managers

Share on