Position

Partner

Index

UHNW Wealth Managers

Location

London

Wealth & Investing

Advice type

Asset allocation

Investment management

Portfolio management

Client Types

UHNW

Sector Focus

Wealth Management & Private Banking

Financial Services

Customer Type

Wealth adviser

Jakob Meidal

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

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