Company
Position
Managing director
Index
UHNW Wealth Managers
Wealth & Investing
Location
London
Advice type
Investment management
Next generation
Wealth structuring
Client type
UHNW
UHNW families
Sector Focus
Wealth Management & Private Banking
Financial Services
Geographical focus
United Kingdom
Customer type
Wealth adviser
James Penny
Spear's Review
It was over three decades ago that James Penny embarked on his career in wealth management. In his current position, he serves as managing director and head of UK international private banking for Barclays Private Bank.
Penny provides senior management coverage in global investing, lending, wealth structuring, private assets and next-generation wealth to an extremely globalised client base. ‘We advise across the spectrum and are active on both sides of the balance sheet for clients,’ he said.
Penny is also an executive fellow at King’s College London Business School, a fellow of the Chartered Institute for Securities and Investment and an associate of the London Institute of Banking and Finance. He also serves as a trustee and director of several charities in the education and arts sectors.
Rank: Top Recommended
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