The 2021 PAM Top 40 Under 40, sponsored by Jupiter Asset Management and supported by MSCI, is based on PAM Insight's experience and knowledge of who is rising to the top quickly, and why.
An open call is made for nominations to allow readers to suggest those rising stars they feel should make the list.
Factors taken into account included the reputation or performance of the company that the nominee works for, feedback from senior executives, trajectory of promotion/business development success and relative age, and active involvement in promoting good organisational culture.
Constituents are listed alphabetically by surname – use the ctrl+f function to search for a particular name or firm.
If you have questions about this initiative, please contact thewealthnet’s editor Alex Newlove on anewlove@paminsight.com.
Nick Atkinson (37)
Senior director, EFG Private Bank
A retuning constituent of the PAM Top 40, Nick had another remarkably successful year in 2020, delivering an additional £108 million of AUM, making him one of the top performing net new asset contributors at the bank.
Nick’s clients are amongst the firm’s largest accounts and cover a diverse client base of trusts, charitable foundations, ultra-high net worth individuals and family offices.
He holds the CISI level 6 Certificate in Private Client Investment Advice & Management and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
His nominator said: “Nick is the very essence of a modern client relationship officer; he is proactive, adaptable and highly knowledgeable, as his performance and growing client base proves. He is highly respected by clients and colleagues alike and a valuable asset to our business due to both his age and his experience. He understands the importance of putting a client’s interests first.”
Alastair Barbour (35)
Partner, investment management, Smith & Williamson
Beginning his career shortly before the global financial crisis, Alastair joined at a challenging time in investment management but progressed quickly, becoming a partner before he was 30, partly thanks to his initiative in winning new mandates.
Alastair has been the lead specialist covering the banking sector for the last 10 years. He also played a leading role in the evolution of the investment process as a member of the direct investment group.
Recently Alastair was promoted to head of a team of 11, representing £950 million of client assets.
Alastair is known to be humble and approachable, which combined with his detailed knowledge and pragmatic approach to solving problems means he is frequently seen helping colleagues with client-related and operational issues across the department.
Alastair takes a detailed and technical approach to his client responsibilities, resulting in strong and consistent returns for his clients. This approach is valued by financial advisers with whom Alastair has strong relationships.
Douglas Barnett (35)
Portfolio manager, Waverton Investment Management
Doug has run private client portfolios at Waverton since 2018, prior to which he was co-managing the Waverton Southeast Asia Fund which he grew from $12 million to $120 million in AUM.
Doug has been instrumental in winning some of Waverton's largest private client and family OEIC mandates and works in a team of three managing £1 billion on behalf of private clients.
He leans on his Asian investment experience to run truly bespoke portfolios for his clients.
In addition, he hosts Waverton’s Why Invest podcast – in which he aims to demystify areas of finance and investment for clients through discussions with industry experts, fund managers and financial planners. It is listened to in over 30 countries.
Doug graduated with a Chemistry degree from the University of Edinburgh in 2009, is a member of the CISI, holds the Investment Management Certificate and the Chartered Alternative Investment Analyst Designation (CAIA).
Jim Barrett
Executive director, Julius Baer
Jim’s outstanding level of service to clients has seen him consistently grow his AUM through referrals and expanding existing relationships.
Jim is in the top quartile of all UK producers (and often in the top 10) at Julius Baer, particularly impressive given his age.
Jim has helped several relationship managers and aspirants by organising and co-hosting a prospecting series. Through this he has co-created a well-attended forum which shares best practice and showcases external experts.
He is currently working on a project to help Julius Baer offer internships. He has been involved in social mobility for several years, coaching high school children on how to interview and present.
Jim often helps clients build networks and has also been successful in engaging with the next generation. He recently presented at the ‘Young Partners’ series, aimed at helping the children of clients take a more active interest in wealth management.
Lucy Birtwistle (34)
Director and relationship manager, Stonehage Fleming
Lucy joined Stonehage Fleming in 2018 and was promoted to director in 2019.
Lucy facilitates difficult conversations between family members, often during challenging life events such as family asset sales, family disagreements, divorce, or death. These conversations can be emotional, but Lucy can bring to bear her practical wisdom.
Outside of her day-to-day role Lucy sits on the Stonehage Fleming Next Generation Advisory Committee. She is often asked by senior members of staff to join meetings with next generation clients, bridging the gap between the long-standing professional advisors and the younger family members.
Lucy is also passionate about mentoring and coaching, working with colleagues as well as clients’ children to support them in achieving their aspirations.
Lucy is regularly invited to share her insights with the press and this year was quoted in five articles including features in the Financial Times. She is often invited to speak on industry panels on family governance and succession.
Christopher Bishun (34)
Investment solutions director, Brooks Macdonald
Chris was described by one nominator as “a true leader” within the business.
His experience as a funds specialist preceded him when he joined Brooks Macdonald in 2020, and he has already made a strong impression on the business, presenting to the executive committee on a regular basis around how he is building out the investment solutions business.
He has taken ownership of the investment solutions offering, working through procedural documents and construction of sales aides alongside raising the profile of Brooks Macdonald.
The executive committee also tasked Chris with leading on strategic partnerships for the business, setting out a plan of action and timelines, an area that is seeing good traction.
He also set up and chairs a committee in Jersey to ensure alignment across BM’s UK and International businesses.
Chris is working with an online mental healthcare and wellbeing service, Dr Julian, providing guidance from a business perspective as well as input around some of the challenges for those in the asset management industry. He also works with Greenwich University on a mentoring project with business students.
Hannah Buxton (39)
Managing director and head of wealth advisory services, Coutts
In 2020, in recognition of her continued contribution to the bank, Hannah was promoted to lead for wealth advisory services, bringing together an array of technical specialists with the ability to provide clients with services ranging from family strategy, structuring, philanthropy and protection cover.
Under Hannah’s direction, the division continues to accelerate growth of AUM.
Previously, Hannah was responsible for wealth advisory delivery within the ultra-high net worth team, Coutts Private Office, leading the wealth management team which accounted for £3.8 billion AUM.
Hannah is relentless about her own and her teams’ professional and personal development and is an active mentor for a variety of individuals across the Coutts and RBS, particularly for women, as they start to consider the issues about growing a family whilst also growing their careers.
Hannah has had two breaks in her career in the last eight years due to maternity leave and is able to role model and bring alive some of the potential opportunities and considerations.
Hannah has begun to build an external media presence and become an advocate for the industry. She is one of Coutts’ youngest managing directors.
Alex Charalambous (39)
Regional director of private clients—south, Investec Wealth & Investment
Alex joined Investec in September 2019 and is a member of the executive team, as well as head of international. He has responsibility for circa 300 client facing team members, accounting for the majority of the firm’s assets under management.
Alex built a large book at JPMorgan, both in London and California, before running a successful team at RBC and then holding managing director positions at Julius Baer.
At Investec, Alex is accountable for ensuring the teams always put clients at the centre, which involves taking the time to understand what clients truly value.
His priority is to ensure that his teams feel valued, respected, and empowered.
He is an executive sponsor for the firm’s multicultural network, a mentor on the 30% Club programme, and a supporter of SUDC – a charity founded by his family which raises research funds for, and awareness of, Sudden Unexplained Death in Childhood.
Gregg Clarke (37)
Chief operating officer, Close Brothers Asset Management (CBAM)
Gregg joined CBAM in 2007 and was promoted to chief operating officer in the summer of 2020.
He set up a ‘resilience team’ in 2019 which proved invaluable when the pandemic hit a year later. Gregg led the firm’s pandemic response and 95 percent of staff were seamlessly working from home within two weeks of the outbreak.
He is currently leading the 'transform' project which will revolutionise CBAM's front and back-office systems.
One of his nominators said: “Gregg has immense energy and intellect… If anyone personifies the term ‘agent of change’ it is Gregg. He has led multiple transformational projects (often at the same time) on CBAMs journey to be a leading UK wealth manager.
“The Covid-19 pandemic presented our industry with many challenges but through Gregg’s forethought, CBAM was already well prepared for such eventuality.”
Edward Cullen (39)
Director, ultra-high net worth, HSBC Private Bank
Since joining in 2014, Edward has been promoted three times under the mentorship of Charlie Hoffman and is currently a director. He is part of an elite team running a book worth more than £16 billion.
Edward is known for taking a holistic approach with clients and takes the time to understand their needs with competence, tact, and empathy. He develops extremely strong client relationships resulting in their loyalty to the bank.
On top of his client work, he supports the growth of others within HSBC. In particular, he was selected as a mentor as part of a wider HSBC mentoring scheme for juniors. He is known throughout the bank as a subject matter expert when it comes to the client experience and is heavily relied on for his knowledge.
Edward has also been a significant contributor to several change programmes and has been acknowledged by the private banking UK chief executive (Charles Boulton) and the global private banking chief executive (Annabel Spring) for his involvement in the private bank’s digital transformation programme.
One supporter said: “Ed’s combination of understanding of the business, technical skills, client knowledge, approachable manner, and ability to adapt his role to the situation, make him a true all-round asset to the business.”
Stuart Daun (39)
Commercial chief operating officer, Kleinwort Hambros
Stuart is based in the UK, but his remit covers the Kleinwort Hambros group in Jersey, Guernsey, Gibraltar, and the UK regions, as well as interacting with the wider European team.
Stuart is responsible for large parts of the client delivery including client and product development, improving the digital journey for clients and staff, complex operational issues, and driving change within the client-facing space.
Stuart is expected to continue to drive the pace of change in 2021 and onwards putting the client experience central to the delivery including system and digital improvements with SG recently announcing a strategic partnership with Azqore.
His skillset of managing change, clear client focus and building teams puts him at forefront of his peers in the industry.
His nominator describes him as “one to watch”.
Rebecca Davidson (30)
Investment director, Tilney
Rebecca runs a book of business worth about £1 billion and is described by her nominator as “an outstanding investment manager”.
She delivers consistent growth in new business each year. This is underpinned by her excellent client service and strong track record in delivering investment performance that meets her client needs.
Rebecca is part of a successful team with roots going back to Ingenious Investment Management, but she has since built her own enviable profile with some of the most demanding and discerning intermediaries, consultants, and private clients.
Rebecca is equally adept in dealing with complex multi-jurisdictional and multi-generational families as well as sympathetically explaining the investment approach to the less financially sophisticated.
Rebecca specialises in multi asset portfolio management, for both UK and international mandates – including US connected persons.
Peter Doherty (36)
Investment management director, Arbuthnot Latham
Peter joined Arbuthnot in 2013 and developed his career rapidly, now serving as an investment director of a team responsible for more than £500 million and 300 clients.
Personally managing more than £200 million, Peter is known for delivering an excellent level of service.
Peter also sits on the investment committee and has an impressive ability to form a strong view at the appropriate time. Notably, in 2020, he made a strong call to increase investment risk within days of the market bottoming in mid-March whilst most in the City were assessing their home working set-up.
He further presented a recommendation to rotate into value and cyclical parts of the market in late October, in anticipation of progress on Covid-19 vaccines and the promise of mega-fiscal spend from Biden and his Blue Wave.
One of his nominators described him as “A pleasure to work with and a respected leader… acting as a beacon of integrity for the industry. He has trained a team of emerging talent, each of whom highly rate Peter’s contribution to their personal development as he leads by example and shares valued support and advice in their early careers.”
Adam Drummond (33)
Regional director, Rathbones
Adam is Rathbones’ youngest-ever regional director, with joint overall responsibility for the Glasgow office alongside his colleague Angus Kerr.
Adam manages investment portfolios for clients ranging from individuals and families to trusts, pension funds and charitable organisations, with funds under management of £180 million.
He joined Speirs & Jeffrey in 2010, which was fully integrated with Rathbones in July 2019.
Adam spearheaded the integration of the Speirs & Jeffrey team and client base into Rathbones, including £6.5 billion assets under management and circa 150 members of staff.
He also led the incorporation of the existing client base with Rathbones’ research process and investment framework which is now complete across all client portfolios.
Within Rathbones Adam is involved in the graduate recruitment process and promotion panel, having been heavily involved in the graduate programme at Speirs & Jeffrey.
Kushla Gopal (36)
Director, strategy & proposition lead, Coutts & Co
Kushla joined Coutts eight years ago and has had an exceptional career trajectory, securing a number of promotions and proposition development roles.
She is recognised within Coutts and the broader industry for delivering breakthrough innovation in the cards and banking space.
In her role as co-chair of the private banking ‘People Council’, Kushla has also been instrumental in embedding and promoting a shift to a more diverse, inclusive, and positive culture in the organisation.
Kushla gained executive buy-in and funding to revitalise the Coutts cards/banking offering, launching the first multi-currency debit proposition enabling clients to connect their debit card to up to 19 currency accounts.
Kushla also led the reconfiguration of the Coutts loyalty programme to reward the whole client relationship via an industry first programme that goes beyond recognising transactional interactions.
She volunteers with the bank-wide apprentice programme by volunteering to line manage, coach and mentor participants in the scheme. Kushla also acts as a mentor to a number of BAME colleagues across the bank.
Tom Graham (34)
Director and head of lending, VAR Capital
Since joining VAR Capital in 2019, Tom has led and transformed the lending offering for ultra-high net worth clients, as well as bringing in significant AUM.
He has also assisted the management team and introduced new key hires for the team and potential long term business partners.
Tom was first introduced to wealth management through an HSBC internship while studying economics at Durham University. He did not possess the required multilingual skills to join the HSBC graduate scheme and so took it upon himself to cold call the managing directors of various other private banks, landing a post at Barclays. He was promoted to a private banker role at the age of 25 – the youngest to achieve this position.
At VAR, a multi-family office, he has helped set up a new lending platform in which clients fund asset backed loans for other clients; sourced investments with new trusted business partner; and introduced other bankers to the firm.
He also created hundreds of thousands of pounds in additional annuity revenues for the firm in his first year, through both completed lending transactions and the introduction of tens of millions of new client funds into the discretionary investment management platform.
His nominator said: “In just over a year, Tom’s contribution to the growth of the company has been remarkable. A large proportion of this has been achieved from his kitchen table.”
Rennie Hoare (35)
Partner and head of philanthropy, C Hoare & Co
Rennie is chair of Messrs Hoare Trustees, C Hoare & Co’s trust business. An 11th generation descendent of the founder, he joined the bank in 2016 and became one of the six partners in 2018.
Since the start of 2018, has also led the bank's philanthropy work. In this time, the Golden Bottle Trust has moved to a total portfolio impact approach – 100 percent invested into social impact investments.
The bank's donor-advised fund (the Master Charitable Trust) has quadrupled in size and double the number of customers now use this innovative service.
As a partner, Rennie has focused on shaping the bank's purpose work. This has included incorporating the United Nation’s sustainable development goals into the workings of the bank and helping to set objectives to achieve carbon neutrality.
Shanti Kelemen (36)
Investment director, Brown Shipley
Having joined Brown Shipley in 2019, Shanti’s work ranges from communicating investment views and managing portfolios to improving investment processes and integrating acquired businesses.
Shanti has raised Brown Shipley’s media profile and brand-awareness as a market commentator on BBC Radio 4 Today, Bloomberg and Sky News.
Shanti has led work to improve policy and processes for target markets, structured products, complex products, and portfolio management. She played a key role in integrating the recently acquired NW Brown & Company with around £1 billion in AUM.
Prior to joining Brown Shipley, Shanti worked at Coutts for seven years across a number of roles. Here, she led investment training programmes for junior staff and revamped the on-boarding process for advisory clients.
Camilla Klemme (33)
Investment director, Rathbones
Camilla is one of the youngest investment directors at Rathbones.
Having joined the firm in 2011, her team now manages high net worth clients and complex family structures, managing a significant book of business with the highest standard of service.
One nominator said Camilla has “dealt impressively with the pressure of managing a sizeable book of wealth during turbulent markets especially during the Covid-19 pandemic, whilst continuing to win new business throughout and outperforming selected benchmarks.”
Outside of her daily role Camilla is active in the Rathbones community.
She is part of the overseas and UK equity investment committees and she leads on the internal investment meetings for the wider team.
As well as mentoring junior employees, Camilla presents the Rathbones Financial Awareness Course across the country.
Camilla was part of the team that cycled to Paris for Cure Leukaemia, raising £10,000 and took part in the Skiing with Heroes challenge, raising over £20,000 for wounded veterans.
Vivian Liu (36)
Senior investment director, Cambridge Associates
Vivian works with clients across Europe and Asia providing specialist advice on asset allocation strategy, manager selection, investment programme evaluation, and private investments.
Her clients' private assets range in size from $100 million to $2 billion.
She has more than 13 years’ experience in financial services, including in private equity.
At Cambridge Associates, Vivian is recognised by clients as a key success factor in supporting them achieve their investment objectives.
Outside of her day job, she mentors students from London Business School, of which she is an alumna. Her particular focus is on female students and she is a strong advocate of women in the PE/VC industry.
She is also a member of the China-Britain Artificial Intelligence Association, a non-profit aiming to bring together UK-based Chinese artificial intelligence professionals and researchers to share industry knowledge.
One supporter said: “Vivian [combines] both client facing and technical skills she brings a global mindset with a great understanding of both European and Asian markets. She is a fantastic networker and has a brilliant ability to bring together relevant contacts for mutual benefit.”
James McManus (34)
Chief investment officer, Nutmeg
In early 2020, after an extensive external search and rigorous recruitment process, James was appointed chief investment officer of Nutmeg, having joined the firm in 2015. He is also a member of the executive committee.
As CIO, James ensures the team continues to deliver high-quality discretionary investment management services to Nutmeg’s over 80,000 clients in the UK.
James leads the team responsible for Nutmeg’s global multi-asset portfolios, running 49 portfolios with total assets more than £2 billion, and UK AUM growth of 41 percent over the past year.
He was also pivotal to the design, launch and management of the firm’s socially responsible portfolios.
James is regularly featured in the press, commenting in the Financial Times, The Telegraph, and The Times.
James has also provided guest lectures for a master’s course at London Business School.
He has previously participated in the Lord Mayor of London’s Leaders of Tomorrow initiative and attended the 2019 international trade banquet at Mansion House, representing Nutmeg and the UK fintech sector.
Dean McSloy (38)
Partner, The Private Office
Dean joined The Private Office in 2013 as an adviser and was promoted to partner in “rapid time” after just two years.
He currently looks after around £75 million of client assets and is one of only six advisory specialists able to provide advice on safeguarded pension benefits.
Dean now also mentors and coaches two of the business’s younger talented advisers and he enjoys training and sharing his experiences, to help develop their careers.
He is also a sitting member on the firm’s investment committee. Dean has a passion for ESG investing and played a key role in developing The Private Office’s ESG investment service for its clients. This now accounts for over 10 percent of the assets that the firm looks after and this proportion is rising exponentially.
Mitesh Mistry (34)
Private banker, Barclays Private Bank
Mitesh is a private banker, based within the family office team of Barclays Private Bank, where he focusses on providing the full breadth of private banking services to ultra-high net worth individuals and family offices.
His core client base consists primarily of successful UK entrepreneurs and families who have successfully exited their businesses, in addition to serving senior executives of FTSE Listed companies who require specialist guidance on how to manage their wealth.
Mitesh has extensive capabilities in supporting complex UK Resident clients, with a strong focus on asset structuring, wealth preservation and specialises in providing customised credit investment solutions for families and individuals who are seeking to diversify away from illiquid assets.
This involves working collaboratively with Barclays corporate and investment bank to provide clients with sector expertise and customised solutions.
Mitesh is passionate about developing his colleagues and improving processes across the private bank and has led various workstreams to implement platform initiatives.
Jonathan Moon (34)
Client director, Sanlam Private Office
Jonathan joined Sanlam in 2017 to establish the private office with chief executive Penny Lovell.
As client director, he works closely with the intermediaries that act as introducers to the business to promote the awareness and uptake of Sanlam’s services.
Last year Jonathan was responsible for winning the largest institutional client that the company has taken on in the recent past and now manages that relationship. Working alongside the chief investment officer, he proposed and built 3 multi-asset funds run to ascending risk profiles, constituting $200 million of assets.
Jonathan has also taken responsibility for developing the suite of services and solutions that constitute a total wealth solution for high net worth and ultra-high net worth individuals within the Private Office.
Jonathan has amassed a range of professional qualifications. A Chartered Fellow of the Institute for Securities and Investments, he holds the IMC, the PCIAM (Private Client Investment Advice and Management) diploma and the CISI Masters in wealth management. He is also a CFA Charter holder and has the CFA Certificate in ESG Investing.
Owen Moore (32)
Investment manager, Bowmore Asset Management
Since joining Bowmore Asset Management in 2016, Owen has become a key member of the investment management team.
He is personally responsible for overseeing over £190 million of client money and was recently invited to join the firm’s asset allocation and investment committee.
When Owen joined the business, Bowmore had less than £20 million of funds under management, now it has over £200 million, using both discretionary and MPS offerings, which he has been instrumental in developing.
Over the past 18 months he has also played an integral role in establishing Bowmore’s ESG mandates which are now the mandate of choice for any new monies.
Owen is also a member of the Chartered Institute for Securities and Investments.
Oliver Mulry (28)
Investment manager, Kingswood
Having joined Kingswood in 2018, Oliver has extensive experience in managing risk-weighted, multi-asset investment portfolios across a range of strategies, specifically for private clients and trusts.
He is a chartered member of the Chartered Institute for Securities & Investment with a particular interest in the ever-growing thematic, ethical, and sustainable investment universe, which he believes to be considered as investing for a better future.
As well as overseeing the quarterly reporting process, Oliver sits on Kingswood’s core portfolio construction committee, having direct input into the investment selection, as well as the newly formed ESG Committee.
Geraldine Napier-Payne (32)
Partner and portfolio manager, LGT Vestra
Geraldine joined LGT Vestra in January 2015 and was promoted to partner in 2021. She initially joined to help setup the central investment team, which involved creating a centralised investment proposition and building relationships with the wealth managers across the firm.
The team's focus was to allow wealth managers to be able to place a greater emphasis on their client relationships by managing all their discretionary portfolios.
Since inception in 2015 they are now responsible for running more than £2 billion of assets.
Geraldine has been instrumental to the team’s success – from her input in investment decisions, construction of the model portfolios and helping win new business by attendance at client pitches.
Geraldine oversees trainee portfolio managers on the team and monitors their output to ensure that the high standards expected from our clients are always upheld.
She is also involved with the firm’s diversity & inclusion initiative ‘#included’ and speaks at a number of industry events.
Edward Park (34)
Chief investment officer, Brooks Macdonald
Ed joined Brooks Macdonald as a graduate trainee in 2009 and has worked his way up the ranks since then, becoming chief investment officer in 2020. He has sat on the investment committee since 2014.
Under Ed’s stewardship, Brooks Macdonald has seen strong investment performance with all the firm’s five risk profiles ahead of their relevant ARC benchmark over 3, 5 and 10 years.
He also comments on financial markets and portfolio positioning within the trade press, national press and on TV & Radio.
Ed is a supporter of the Investment Association’s Investment 20/20 initiative, promoting the initiative within the company. He is an I2020 Ambassador, recommending the investment sector to school leavers and seeking to boost student engagement with the asset management industry.
Samir Parmar (38)
Senior private banker, Santander Private Banking
Promoted to senior private banker this month, Samir has been with Santander for nearly seven years and has been providing financial advice to clients for over 15 years.a
He has continued to improve his own professional knowledge achieving the PCIAM (Private Client Investment Advice and Management) level 6 in 2017 and completed Santander’s four-week private banking course in Madrid in 2019.
One nominator said: “Samir’s drive, energy, and unwavering client focus are exemplary, and he is a clear role model to others.”
Throughout the past year he has also provided extra support for our elderly and vulnerable customers. He calls them and offers to run errands or simply have a chat.
Nicolas Patsalos (38)
Executive director, Bellecapital
Nicolas has been with Bellecapital UK for three years and is the sole representative of the UK discretionary business – an impressive achievement in a crowded market.
His book is growing fast, with ten accounts opened in 2020. Due to this growth, Nicolas will now benefit from having others around him, working as a team, and having more visibility in the UK wealth management market.
His approach to client service goes above and beyond and in what was a challenging year for everyone in 2020, Nicolas ensured all his clients were well taken care of with constant communication.
In one example, a former client of his was facing difficulties with his incumbent bank over a property related issue, and potential receivership. Nicolas made a particular effort to speak to him every day to offer advice and reassurance, demonstrating his empathy in a scenario with zero financial benefit for him.
Gabrielle Pütter (30)
Executive director and private wealth adviser, Goldman Sachs
Gabrielle joined Goldman Sachs in 2015 as a client adviser having previously been at Julius Baer in both London and Hong Kong, where she was part of the macro-research team.
She focuses on building long-term client relationships and takes time to understand each individual client and delivers bespoke investment solutions across the investment spectrum.
Gabrielle’s client book is varied, including family entrepreneurs, hedge fund and private equity professionals, family offices and registered charities.
A driving force behind the formation of the Goldman Sachs Women & Wealth Forum in Europe, the firm's flagship event focused on delivering unique content to Goldman Sachs' women clients, she is also passionate about mentoring young female talent within and outside Goldman Sachs.
Gabrielle received a First-Class degree from Magdalen College, Oxford in History, and a master’s from Imperial College Business School.
Kartik Rawal (39)
Senior investment director, Investec Wealth & Investment
Kartik has worked as a wealth manager for approximately 18 years and has a significant client base in the high net worth world but has always preferred to ply his trade under the radar.
He now runs a team of eight at Investec Wealth & Investment. His team members see him as a leader, rather than a manager.
Kartik looks after some of the largest and most demanding clients at Investec, who are entrepreneurs and have specific wealth management needs.
He is the chairperson for the firm's Belong, Inclusion & Diversity Working Group, which reports directly into the executive committee. The group has managed to remain active despite the difficulties of the past year.
Ella Riesco (40)
Head of marketing and communications, Julius Baer International
Ella joined Julius Baer International in 2017, having previously worked in the institutional asset management world.
In the few years she has been with the private bank, she has used her MBA to bring clear strategic focus in client and media communications and has as a result transformed the UK brand impact.
Ella has built up a top team of marketing professionals, developed an extraordinarily successful communications strategy and developed a client facing narrative that has enhanced the firm's reputation within the UK and supported its growth nationally.
She is a member of the firm's executive committee running the business within the UK and is a champion for positive change in diversity & inclusion internally and externally. She has created a series of financial education workshops for female clients and business leaders.
James Roberts (35)
Vice president for lending, Deutsche Bank Wealth Management
James plays a key role at Deutsche as a specialist in complex loan transactions for very wealthy clients. Since moving to this role in 2017 he has been an outstanding contributor to the success of the team, his manager says.
Prior to this he was a relationship manager and quickly built up a strong client base which continues to thrive. He is extremely knowledgeable and well respected in the market and has a wide network of contacts and confidants.
Very client and people centric, James always puts himself in other people shoes to see their perspective and finds the right solution for the client and the bank.
He actively mentors new hires and graduates, passing on his knowledge and wisdom to junior team members. He is also an active supporter of the DB charities.
One supporter said it was “inevitable” he would rise through the ranks further and that he was “a joy to work with”.
Francis Roseman (38)
Senior vice president, Citi Private Bank
Having spent eight years as a British Army officer, serving at home and abroad in Iraq & Afghanistan, Francis joined Citi in 2014 as a part of the Veteran Programme, a programme he now co-chairs.
He has seen notable successes with Bahamas & Cayman clients for his work on ‘Global Client Service’ – an initiative that links global clients to bankers across different regions.
Francis has tripled the revenues in his book over the last three years.
Francis also co-founded the City Veterans CIC, a community interest company which coordinates and sets HR policy for employers hiring veterans, developing a mentoring network between firms. He also co-chairs Citi Salutes, Citi’s internal military diversity network which oversees cross-business recruitment, a mentoring programme, and a speaker series.
Recently Francis supported the government’s response to Covid-19 by engaging with the Ministry of Defence on the skill sets of those veterans employed at Citi, seeing two of them recalled to service and several others prepared to do likewise.
He remains a reserve officer with The Parachute Regiment and is a trustee of The Not Forgotten, a national military charity.
Madeline Seddon (39)
Director, Citi Private Bank
Madeline was promoted to director aged just 33 due to her strong business growth and her innovative approach.
In her role as a Senior Private Banker in the Law Firm Group (LFG) at Citi Private Bank (CPB), Madeline specialises in wealth management for partners of the Magic Circle law firms and the top US Law firms based in London.
She is responsible for nurturing these relationships at both the individual partner and institutional level and is a trusted advisor to some of the top lawyers in the UK.
Madeline also established the professional services client group in London, focused on accounting and consulting firms, a now thriving segment within the Private Bank.
In 2017, Madeline established the CPB Women EMEA network within the private bank, along with her co-chair. The network now has over 180 members.
Madeline and her co-chair also created a business development team focused on female clients and prospects.
Tom Starkie (33)
Private banker, Lombard Odier
Since being named a PAM Top 40 Under 40 in 2020, Tom has more than doubled the size of his book.
He has kept constant contact and delivered market updates to anxious clients, which led to several of his clients adding to their investment accounts and referring friends or family.
Tom also added the CISI’s Advanced Financial Planning certificate to his existing qualifications as a Chartered Accountant and Chartered Wealth Manager.
He began his career in accountancy before moving into private banking with Barclays Wealth. He joined Lombard Odier in 2018 and now manages a book predominately made up of UK based entrepreneurs.
Tom views the role of a private banker to be one of stewardship; simply put, to leave something better than you found it.
Rupert Stone (36)
Investment director and investment management team leader, Punter Southall Wealth
Rupert joined Punter Southall Wealth (previously Psigma Investment Management) in 2008, after graduating from Edinburgh University with an MA degree in Economics.
Rupert manages a broad range of private client, trust, pension, and charity portfolios, and now heads up a team of investment managers with assets under management of over £850 million, as at the end of 2020.
He is a CFA Charter holder, Chartered Fellow of the CISI and a Chartered Wealth Manager.
Rupert is a keen supporter of the firm’s charitable foundation and has participated in several fundraising cycle rides. He also mentors young investment managers as the firm looks to develop the stars of tomorrow.
One nominator said: “Since joining us straight out of university, Rupert has combined personal success and achievement with a strong sense of inclusivity and teamwork.”
Ben Washington (34)
Director, high net worth relationship manager, HSBC Private Bank
Ben was promoted last year and is now one of the youngest directors within the private bank at HSBC.
Ben has assembled the largest client portfolio in the high net worth onshore London team, contributing over $500 million of client assets and almost $100 million of lending, while increasing the annualised revenue by more than 10 percent in 2020.
He specialises in building and nurturing relationships with entrepreneurs and business owners contemplating a business sale. Prior to the sale, Ben hosts informative Business Exit and Ownership Transition events for clients.
Ben spearheaded HSBC’s Private Wealth Entrepreneurs (PWE) service, aimed at those who are not yet qualifying private banking clients, but are due to realise substantial wealth within five years.
Ben led its expansion from a small London-based initiative to the rest of the UK within 12 months. The value of the PWE book has grown to over $700 million, and the initiative has been rolled out across other HSBC Private Banking locations.
Freddie Woodhead (34)
Investment manager, JM Finn
Joining the firm fresh out of university 10 years ago, Freddie has progressed to co-manage a book of business with a senior investment manager of over £120 million. He also sits on the firm’s stock selection committee.
Having rotated around several teams to get a thorough understanding of our business, he was given a position as the number two in a growing and successful team.
Freddie has helped the firm build various tools, such as an asset allocation tool, that are now indispensable across the business. As a result of this, he was parachuted into another team, again as the number two, to provide some much-needed cover.
Freddie also runs the collectives research team, which sees him coordinate 14 sector specialists ensuring their preferred fund lists are maintained, up to date and appropriately communicated to the wider business. He is also the sector specialist for Asian and Emerging Market collectives.
