Company

Hundle

Position

Partner

Index

UHNW Wealth Managers

Location

London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Jan Meyer

Spear’s Review

Jan Meyer leads the portfolio management team at Hundle, the premier multi-family office based in Mayfair. 

Hundle caters to ultra-high-net-worth families and entrepreneurs who are looking to preserve and enhance their wealth across multiple generations. 

Meyer and his team cover everything from asset allocation to portfolio analysis and use a strategy they call ‘total balance sheet planning’, which considers a client’s entire investment portfolio. When advising on any particular asset, a client’s attitude towards risk, tax and philanthropy will also be taken into consideration. 

Prior to joining Hundle, Meyer held senior portfolio management roles at Goldman Sachs and Kleinwort Hambros. 

Adviser Profile

Jan serves as Head of Portfolio Management at Hundle, where he leads the investment team, covering asset allocation, portfolio implementation, portfolio risk management, trading and reporting for UHNW and institutional clients. At the heart of Jan’s investment philosophy is his belief that each client is unique and requires a tailored investment programme. 

Before joining Hundle, Jan spent eight years at Kleinwort Hambros, where he served as an Investment Adviser and Portfolio Manager within the private investment office and the key clients team. Prior to that, Jan spent five years at Goldman Sachs as a portfolio manager within the Private Wealth Management division in their Frankfurt and London offices.

Rank: Recommended

Recommended 2024, UHNW Wealth Managers

Address

27 Albemarle Street, Third Floor, Mayfair, London, W1S 4HZ

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