Managing director
HNW Wealth Managers
London
Portfolio management
Private banking
Relationship management
Wealth management
Wealth planning
HNW
Financial Services
Wealth Management & Private Banking
Wealth adviser
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
Top 100
RBC Brewin Dolphin
Power List
Nottinghamshire
Top 100 2024 Power List
Recommended
RBC Brewin Dolphin
HNW Wealth Managers
London
Recommended 2024 HNW Wealth Managers
Recommended
RBC Brewin Dolphin
HNW Wealth Managers
London
Recommended 2024 HNW Wealth Managers