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Index

Wealth Managers

Location

London, United Kingdom

Advice type

Investment management

Portfolio management

Client types

HNW

Charities

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Hugo Bedford

Description

Hugo Bedford has been in private client management all his working life. He cut his teeth at James Capel back in 1992, then moved on to HSBC before joining JM Finn in 2006. As a member of the management team, investment director Bedford was instrumental in its move from stockbroker to wealth manager.

‘Our success as a firm has been our ability to listen and understand our clients’ needs, something my team very much focuses on,’ he says.

His department describes its approach as ‘high quality and personalised’, with a focus on meeting the individual demands of private and professional investors. It’s a service designed to guide clients through the increasingly complex investment world.

Rank: Top Recommended

Top Recommended 2021, HNW Wealth Managers

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