Index

HNW Wealth Managers

Location

London

Advice type

Private banking

Client Types

Entrepreneurs

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Frederick Windsor

Spear’s Review

‘He’s got both the title and the talent,’ one industry commentator says of Frederick Windsor, son of Prince and Princess Michael of Kent, who serves a diverse clientele in his role as executive director at J.P. Morgan Private Bank.

Windsor previously told Spear’s that the most memorable time in his career was when he spent six years at the bank’s LA branch servicing media and entertainment clients.

The Oxford Classics graduate, who also has a law degree, started his financial career at New York-based Wand Partners where he interned in the summer of 1999. He then gained experience at Citi’s European Investment Bank before joining JPMorgan as an associate in 2006. He was promoted to vice president in 2010 before stepping up as an executive director in 2015.

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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