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Position

Senior director

Index

HNW Wealth Managers

Location

London

Advice type

Portfolio management

Wealth management

Client type

HNW

Families

Private clients

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Andrew Hess

Spear’s Review

Andrew Hess joined Close Brothers – now TrinityBridge – in 2019 as managing director of its HNW bespoke investment management service. He now acts as a senior investment director based in the firm’s City of London office and, alongside colleague Hugh Adlington, oversees £1.3 billion in client assets.

He joined the firm from Rathbones, where he worked as an investment director. The seasoned adviser has more than 30 years of experience managing funds on behalf of private clients, pension funds, charities and City livery companies.

Hess tells Spear’s that Trinity Bridge has a ‘strong global direct equity research capability’ alongside an ability to run bespoke portfolios. ‘This, combined with a low client-to-investment-manager ratio, enables us to provide a personal service to our clients.’

Rank: Recommended

Recommended 2025, HNW Wealth Managers

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