Fred Gatti

Fred Gatti

Senior VP  |  HSBC
JURISDICTIONS QUALIFIED IN

United States

RECOMMENDED SPECIALISMS

Asset Manager


Tim Eliot-Cohen

+442039618711

Tim Eliot-Cohen

Managing Director  |  Close Brothers Asset Management
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Asset Manager


Lionel Aeschlimann

Lionel Aeschlimann

Managing Partner  |  Mirabaud
JURISDICTIONS QUALIFIED IN

RECOMMENDED SPECIALISMS

Asset Manager


Edward Walecki

+3247630100

Edward Walecki

Senior Private Banker  |  Lombard Odier
JURISDICTIONS QUALIFIED IN

Belgium
Luxembourg

RECOMMENDED SPECIALISMS

Private Banker
Private Client Asset Manager

TOP AREAS OF EXPERTISE

Asset management
Fund selection
Wealth management

What has been the highlight of your practice over the past 12 months?

Surviving and striving during the recent Covid Crisis

How did you get into private client?

Following a long period working with Family Offices

Do you have any outside interests or hobbies?

Football, running, snowboarding


Jochen Vogler

+41442681174

Jochen Vogler

Partner  |  Bellecapital
JURISDICTIONS QUALIFIED IN

USA
Europe

RECOMMENDED SPECIALISMS

Private Client Asset Manager
Financial Advisory Firm

TOP AREAS OF EXPERTISE

Wealth Management
Investment Advice
Portfolio Management

What has been the highlight of your practice over the past 12 months?

My largest client is consolidating away from the other advisor to work exclusively with me and my firm, a real sign of appreciation for what we do for them.

How did you get into private client?

Increasing client size over two decades of wealth management work

Do you have any outside interests or hobbies?

Family, sailing, skiing


Charlotte Thorne

+44 (0)20 7543 1500

Charlotte Thorne

Founding Partner  |  Capital Generation Partners
JURISDICTIONS QUALIFIED IN

CapGen is authorised by the FCA and registered as an investment advisor by the SEC.

TOP 3 AREAS OF EXPERTISE

Portfolio management
Direct investing
Real estate

RECOMMENDED SPECIALISMS

Private Investors
Asset Managers

Q&A

What has been the highlight of your practice over the past 12 months?

We launched a new vehicle - Partners Portfolio - for clients who want to work with us at a smaller ticket size. It's had a great reception so far. But also I think for all of us, getting through this extraordinary year with the team happy and working well together, clients feeling safe and protected and relationships with private client colleagues thriving has been a huge achievement.

How did you get into private client?

I left HM Treasury to work in a family office 20 years ago. Providing clear and unbiased advice to UHNW investors and doing so with integrity uses many of the same skills as I used back then on Whitehall.

What advice would you give rising stars/new lawyers in the private client world?

Build your networks and share your knowledge and contacts. Everyone likes working with professional, generous and genuine people.

What is your favourite quote?

“We often miss opportunity because it is dressed in overalls and looks like work.” Thomas Edison.

Do you have any outside interests or hobbies?

Books (still allowed), swimming (currently not allowed) and cooking (mandatory, though fed up of it now and want to get back to restaurants and cafes). During lockdown I discovered a podcast called Backlisted which is my new favourite thing. Two book fiends talk about what they've been reading - they are incredibly erudite but wear their knowledge very lightly and are able to talk amusingly about everything from Jilly Cooper to Beowulf to Aztec Camera.

When the restaurants reopen, where would you like to go?

Santo Remedio. A proper Mexican restaurant in London Bridge established by an ex CapGen alumnus, Natalie, and her Mexican husband Edson.


Jeffrey Mitzak

Jeffrey Mitzak

Vice President, Private Wealth Management  |  Goldman Sachs
JURISDICTIONS QUALIFIED IN

United States

RECOMMENDED SPECIALISMS

Private Banker
Private Client Asset Manager


Sergi Lucas

Sergi Lucas

Managing Director  |  Canal Securities
JURISDICTIONS QUALIFIED IN

Panama

RECOMMENDED SPECIALISMS

Financial Advisory Firm
Private Client Asset Manager


Michael Kunzi

Michael Kunzi

Chief Representative  |  Marcuard Heritage
JURISDICTIONS QUALIFIED IN

Russia

RECOMMENDED SPECIALISMS

Asset Manager


Virginia Kuertz

Virginia Kuertz

Vice President  |  SunTrust Bank
JURISDICTIONS QUALIFIED IN

Ohio

RECOMMENDED SPECIALISMS

Private Banker
Asset Manager