Partner
UHNW Wealth Managers
London
Wealth & Investing
Asset allocation
Investment management
Portfolio management
UHNW
Wealth Management & Private Banking
Financial Services
Wealth adviser
Spear’s Review
London-based private banker Jakob Meidal joined Alvarium, now AlTi, as a partner from Pictet in 2020, having previously held positions with Deutsche Bank, Goldman Sachs and Lombard Odier.
Meidal specialises in advising clients on ‘long-term asset allocation, portfolio construction and single asset class solutions’, according to the firm. He started his financial career focusing on the Nordic countries and still maintains a significant client base who are connected to the region. He has previously told Spear’s that in the Nordic countries specifically, and especially among the young, there is ‘a focus on sustainable, socially responsible-type investment’, which is now de rigueur in mainstream UK wealth management too.
He believes that ‘a good wealth manager needs to be curious; he needs to listen and be close to the clients. There is no solution that would fit two families the same way.’
Rank: Top Recommended
Top Recommended 2024, UHNW Wealth Managers
Top Recommended
AlTi Tiedemann Global
UHNW Wealth Managers
Zurich
Top Recommended 2023 UHNW Wealth Managers
Recommended
AlTi Tiedemann Global
UHNW Wealth Managers
London
Recommended 2024 UHNW Wealth Managers
Recommended
AlTi Tiedemann Global
UHNW Wealth Managers
Paris
Recommended 2024 UHNW Wealth Managers
Recommended
AlTi Tiedemann Global
UHNW Wealth Managers
London
Recommended 2024 UHNW Wealth Managers
Recommended
AlTi Tiedemann Global
UHNW Wealth Managers
London
Recommended 2024 UHNW Wealth Managers
Notable
AlTi Tiedemann Global
Power List
New York
Notable 2024 Power List