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Position

Director

Index

UHNW Wealth Managers

Location

London

Advice type

Estate and succession planning

Investment strategy

Investment solutions

Offshore services

Client type

UHNW families

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Urvi Shah

Spear's Review

Urvi Shah leads a team within Barclays Private Bank & Wealth Management focused on providing bespoke wealth and investment advice to clients in Africa and the Middle East.

These clients tend to be families with generational wealth who seek offshore ‘nest eggs’ due to political uncertainty in their home country. ‘Preservation is a very key priority [for clients]’ she tells Spear’s. ‘Ultimately, we start with a blank sheet of paper and try to shape what their objectives are and then break them down into investment solutions.

With recent growth in Middle Eastern markets, Shah has seen an increase in entrepreneurs, particularly from the fintech world, who are interested in offshore investments and want access to the international solutions that her team can provide.

Rank: Recommended

Recommended 2025, UHNW Wealth Managers

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