Spear’s Review

Chris Allen is head of wealth planning at Arbuthnot Latham, advising clients on all aspects of their business and personal wealth. This includes investment strategy, retirement planning and inheritance tax planning, as well as wealth protection.

‘We want to give true intergenerational planning, not just looking at one person and the money they have in their bank account,’ Allen tells Spear’s. ‘It’s about looking at their whole family, looking left and right at their family tree, and up and down.’

Arbuthnot Latham, which won UK Private Bank of the Year at the 2025 Spear’s Awards, attracts entrepreneurs – whether they are building wealth or have recently exited their business – and professionals, and is well equipped to advise those with an international element to their lives.

Allen is proud of his high client retention rate, which he says is due to the personalised service offered at the bank. ‘When people feel like you are genuinely interested in their situation and genuinely want to help them achieve their goals, they will buy into you and connect on that relationship.’