Company
Position
Director
Index
HNW Wealth Managers
Wealth Managers
Location
London
Advice type
Investment management
Portfolio management
Client type
Charities
HNW
Trusts
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
David Malpas
Spear’s Review
‘So far so good’ is how David Malpas describes business at Vermeer Partners. The former Quilter Cheviot partner was a founding partner when the boutique was born in 2019.
Vermeer Partners avoids putting its clients into a ‘set model’ approach, Malpas says. ‘We give the clients an ongoing narrative as to what we’re doing with their money.’ Clients are kept in regular contact; rather than quarterly updates, they are notified of every change made to their portfolio. Malpas describes client relationships as a ‘very tight bond’.
‘That really does help you when you go into market situations of the like that we see today,’ he adds.
Rank: Recommended
Recommended 2024, HNW Wealth Managers