Position

Managing director

Index

HNW Wealth Managers

Location

London

Advice type

Portfolio management

Private banking

Relationship management

Wealth management

Wealth planning

Client Types

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Annabel Bosman

Spear’s Review

Former Julius Baer managing director Annabel Bosman joined RBC Brewin Dolphin in 2019, and currently heads up the relationship management wing at the firm’s London office.

As part of the bank’s leadership team, she focuses on providing wealth management services to a broad range of clients. Bosman tells Spear’s of her determination to make clients’ lives easier by fine-tuning the service and focusing on the fundamentals. 

She describes wealth management as ‘a slow burn’, especially when compared to a more ‘transactional’ part of the sector, such as private banking. 

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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