Company
Position
Partner
Index
HNW Wealth Managers
Location
London
Advice type
Estate and succession planning
Next generation
Portfolio management
Tax structuring
Wealth planning
Client type
Billionaires
HNW
Senior executives
Sector Focus
Financial Services
Wealth Management & Private Banking
Ross Glanfield
Spear’s Review
Ross Glanfield joined LIFT-Financial Group in 2009 as a financial planner; Brooks Macdonald acquired the firm in 2025.
As a partner, Glanfield assists senior executives, fund managers and city professionals in devising wealth strategies that work for them – this includes retirement and estate planning, and ensuring wealth passes smoothly to the next generation.
Glanfield has assisted senior parties at BlackRock and many other prominent establishments, adding that while many of his clients are UK-based, they often have international considerations.
He tells Spear’s that oftentimes clients may not initially realise that they need advice; in these cases, taking a ‘plain and simple’ and responsive approach is key. It is no surprise, then, that he has been advising some of these individuals since the outset of his career.
Recommended 2026, HNW Wealth Managers