Company
Position
Managing director
Index
HNW Wealth Managers
Location
London
Advice type
Financial planning
Tax planning
Sector Focus
Accounting
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Jeremy Franks
Spear’s Review
At HSBC Global Private Banking, chartered tax adviser Jeremy Franks serves as the head of wealth planning and advisory for UK and EMEA. His diverse range of HNW clients span across the globe but primarily lie in Europe, Africa and the Middle East.
While at HSBC, Franks assumes the responsibility of ‘delivering a coordinated wealth planning service’ for clients with financial planning requirements in and across various regions and jurisdictions. His commitment to his clients has been nurtured through an impressive array of qualifications and experiences.
Prior to starting at HSBC, Franks acted as the managing director and head of advisory at UBS, where his role involved close contact with trust companies, corporate finance houses, lawyers and accountants. Additionally, he served as CEO for Knox Private Office, a firm focused on delivering wealth solutions to private clients. Consequently, Franks’ vast network of connections across the UK in conjunction with his decades of experience have catapulted his rise as a trusted wealth adviser and financial planner.
Rank: Recommended
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