Company
Position
Director
Index
HNW Wealth Managers
Location
London
Advice type
Investment strategy
Private banking
Wealth planning
Client type
Finance professionals
Hedge funds
HNW
Private equity
Sector Focus
Financial Services
Wealth Management & Private Banking
Henri Etchegoyen
Spear’s Review
Henri Etchegoyen is a director at HSBC Private Bank, specialising in investment and lending solutions for HNW individuals – typically hedge fund managers, private equity partners and financial professionals who arrive with a sophisticated grasp of markets and high expectations of the people managing their wealth. ‘I take great interest in markets and investing,’ he tells Spear’s.
The former Credit Suisse private banker is unambiguous about what draws him to HSBC: the platform. The bank offers, in his view, one of the most comprehensive wealth planning propositions of any UK private bank – which translates directly into wider investment access for clients.
But for all the institutional firepower, his practice is built on something more personal. Etchegoyen places ‘openness’ and ‘transparency’ at the centre of how he works, and the results bear that out. ‘Almost all of my clients have been built upon existing client referrals,’ he says.
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