For an individual who has demonstrated outstanding returns and services to UHNWs in the UK, specialising in managing investable assets in excess of £15 million. Attention will be paid to factors including changes in client-facing head count, changes in assets under management, market performance, broader services and innovation, as well as client feedback.
UHNW Wealth Manager of the Year
Charlotte Bobroff
J.P. Morgan Private Bank
Category sponsored by Aranyani
Charlotte Bobroff, of J.P. Morgan Private Bank, was named UHNW Wealth Manager of the Year at the Spear’s Awards 2023.
The Spear’s Awards 2023 UHNW Wealth Manager of the Year, presented in association with Aranyani, was taken home by Charlotte Bobroff, of J.P. Morgan Private Bank.
It was a hotly contested category, with the calibre of the four other finalists reflecting the extremely high standard of awards submissions across the board.
Charlie Hoffman – HSBC Global Private Bank
Charlie Hoffman, managing director of HSBC UK’s global private banking arm believes it is HSBC’s differentiated approach towards clients and its own workforce that helped him to win the Spear’s Award.
‘I’m a great believer that at HSBC everyone wants you to win, and that comes out in how we look after client relationships,’ he says. ‘This culture of deep collaboration really reverberates through every relationship we have, both in the UK and globally.’
The Spear’s judges noted that Hoffman’s client book – which, in terms of assets under management, exceeds the books of some entire private banks – has become a matter of industry lore.
Nicholas Hornby
Cerno Capital
