Company
Position
Manager
Index
HNW Wealth Managers
Location
London
Asset Class
Trusts
Client type
Business owners
Entrepreneurs
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
United Kingdom
Customer type
Wealth adviser
India Riley
Spear's Review
It took little over three years for India Riley to rise through OCM Wealth Management’s ranks, moving from her role as a senior advisory support in 2016, to becoming a wealth manager in 2018 and latterly a senior wealth manager in 2020. She provides HNWs with a ‘first-class service’, according to the firm and, in all, has close to a decade of experience in private client service.
Riley specialises in looking after UK-based clients, many of whom are entrepreneurs, business owners, HNWs or trusts. The adviser believes she has learnt about service ‘from the best’, having been mentored by CEO Jason Stather-Lodge, whom she admires for ‘always putting the client first’. Riley qualified as a chartered financial planner in 2021.
As of June 2024, India Riley is on maternity leave.
