James Wilcox recognised as top recommended in The Spear's 500 Wealth Manager Index 2024

We're pleased to announce that James Wilcox has once again been recognised among the top experts in ultra-high net worth (UHNW) wealth management in the Spear's Wealth Management Index 2024

Cited as a 'top recommended' UHNW wealth manager, he is also featured in the Spear's 500 directory of the top private client advisers.

The Spear's 500 is a prestigious, annual guide to the top private client advisers, wealth managers, lawyers and service providers for UHNW and HNW individuals. 

As head of private offices, James is responsible for advising and managing the wealth of our clients.  It's a testament to James's expertise and dedication in serving our clients.

It is a pleasure to be recognised with Floreat. I value the long-standing relationships the Firm has built with their clients and I look forward to continuing to serve them.

James Wilcox