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Company

HSBC Private Bank

Position

Managing director

Head of department

Index

Wealth Planners

Location

London

Advice type

Family governance

Family offices

Financial planning

Philanthropy

Wealth planning

Wealth preservation

Wealth structuring

Client type

Entrepreneurs

International UHNWs

UHNW families

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical focus

Europe

Middle East & Africa

United Kingdom

Jeremy Franks

Spear’s Review

Jeremy Franks heads the wealth planning team at HSBC Private Bank, advising entrepreneurs, wealth creators and family offices across Europe, Africa and the Middle East. A chartered tax adviser, his practice spans wealth structuring, financial planning, family governance, family office advisory and philanthropic advisory – and he helps his clients examine these matters in relation to one another rather than in isolation.

His UHNW clientele are typically looking to pass assets to the next generation. ‘There is often significant complexity,’ he tells Spear’s, ‘and often cross-border issues, because family members may be in numerous different countries.’ Family governance sits at the heart of his work – anticipating conflict, managing uncertainty and ensuring that wealth ‘becomes a force for good rather than potentially corrosive’.

Prior to HSBC, Franks held senior roles at UBS and served as CEO of Knox Private Office.

Rank: Top Recommended

Top Recommended 2026, Wealth Planners

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