Company
Position
Managing director
Head of department
Index
HNW Wealth Managers
Location
London
Advice type
Financial planning
Wealth planning
Wealth preservation
Client type
Entrepreneurs
Families
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
Europe
Middle East & Africa
United Kingdom
Jeremy Franks
Spear’s Review
At HSBC Global Private Banking, chartered tax adviser Jeremy Franks serves as the head of wealth planning for EMEA. His range of HNW clients span the globe but are primarily located in Europe, Africa and the Middle East.
As part of his role, Franks is responsible for ‘delivering a coordinated wealth planning service’ for individuals and families with 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.
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