Position
Director
Index
HNW Wealth Managers
Location
London
Advice type
Estate and succession planning
Investment solutions
Investment strategy
Wealth planning
Client type
HNW
Entrepreneurs
Senior executives
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Rosie Briggs
Spear’s Review
A director at Barclays Private Bank and Wealth Management, Rosie Briggs provides her clients with holistic wealth management advice.
She works predominantly with C-suite executives and financial professionals; these wealth generators are seeking guidance and support, particularly in setting up structures to pass on wealth to the next generation. At the moment, she says, her clients are most concerned about ‘volatility in the US’ and UK inheritance tax.
Briggs joined Barclays after graduating from the University of Glasgow. She has worked in a number of roles at the bank, including in client services, as an assistant banker and as an investment adviser, before becoming a private banker in 2015.
Rank: Recommended
Recommended 2025, HNW Wealth Managers
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