Company
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