Company

Barclays Private Bank

Position

Managing director

Index

UHNW Wealth Managers

Wealth & Investing

Location

London

Advice type

Investment management

Next generation

Wealth structuring

Client Types

UHNW

UHNW families

Sector Focus

Wealth Management & Private Banking

Financial Services

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

James Penny

Spear's Review

It was over three decades ago that James Penny embarked on his career in wealth management. In his current position, he serves as managing director and head of UK international private banking for Barclays Private Bank.

Penny provides senior management coverage in global investing, lending, wealth structuring, private assets and next-generation wealth to an extremely globalised client base. ‘We advise across the spectrum and are active on both sides of the balance sheet for clients,’ he said.

Penny is also an executive fellow at King’s College London Business School, a fellow of the Chartered Institute for Securities and Investment and an associate of the London Institute of Banking and Finance. He also serves as a trustee and director of several charities in the education and arts sectors.

Rank: Top Recommended

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