Company
Position
CEO—Chief Executive Officer
Index
Advisers to Families
Location
London
Advice type
Family governance
Family offices
Next generation
Wealth management
Client type
Entrepreneurs
Families
Family offices
High-profile clients
Private office
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
Saudi Arabia
United Arab Emirates
United Kingdom
Customer type
Wealth adviser
Alistair Morgan
Spear’s Review
MDR Mayfair provides discreet private advisory services for a select group of families by bringing together a broad range of highly qualified professionals to seamlessly manage their affairs. ‘My job is to release my clients from the burden of administering their wealth, and to create and implement the strategies that they need in order to safeguard their assets and protect their families both now and in future,’ explains group CEO Alistair Morgan.
Wholly owned by Mishcon de Reya, MDR Mayfair says that its services are in high demand as more and more UHNWs seek private office services. Most of Morgan’s clients are UHNW families whose primary source of wealth is from the businesses they founded and with which they are often still actively involved.
Rank: Recommended
Recommended 2024, Advisers to Families