We are pleased to announce that, for the first time in our history, members of our team have been included in the Spear’s 500 Index – known as the definitive guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals. James Robson – our Head of Investments – and Natalie Mitchell – one of our Directors – are now counted amongst the most highly recommended Wealth Managers from around the world; with private bankers, asset managers and financial planners from across the sector’s biggest names also included.

As James’ profile reads; ‘as the Head of Investments [at Wilton], I bring 20 years of experience to the oversight of our Financial Planning, Investment Management, Insurance and Lending Affairs services. As a Chartered Financial Planner and Fellow of the Personal Finance Society, my primary areas of concentration are within this space. But Financial Planning, by its very nature, is a complex and dynamic process which, in my view, should always be tailored to the specific objectives of given clients. We combine meaningful client relationships with insight from the cutting edge of product development’.

Meanwhile, Spear’s team of researchers describe Natalie as ‘highly skilled in team leadership, operations management and risk management’ with an ‘enviable reputation for delivering an efficient, speedy and streamlined service’. As a Director at Wilton – and one of our longest standing members of staff – Natalie has spent 20 years climbing through the ranks, now overseeing everything from property management and marine services to the monitoring of client satisfaction. In her own words, ‘Family Office is a dynamic field and I relish the new challenges that are constantly thrown up’.

As we continue on our innovation journey, milestones such as these are further proof of our strengthened position on the world stage. Both organically and through acquisition, we are delivering on ambitious growth plans whilst still preserving the values for which we are known. Whilst James and Natalie have been included this year, we anticipate that the outstanding work of other individuals within our company will be recognised by Spear’s in the near future.

As always, if you feel you would benefit from speaking to any of our specialists, please do not hesitate to get in touch.