LONDON

Our London office is conveniently situated

Our London office serves our domestic and international client base

and is home to client partners and our specialist real estate team.

Jordan Williams

Senior Client Partner


T: +44 (0)20 3039 3042

Jordan specialises in advising private clients with their real estate and wealth management needs, focussing primarily on UK resident and non-resident foreign nationals. He has particular expertise in advising clients relocating to the UK, property sourcing, financing and structuring. Jordan will be heading Artorius Wealth's Real Estate offering, helping clients gain exposure to UK residential and commercial opportunities whether it be for their own use or for investment purposes, identifying properties which are bespoke to their specific needs. Jordan has achieved various UK financial qualifications and holds a BA from the University of Nottingham. Jordan lives in North West London with his wife and 2 young children, both under the age 5, which keeps him busy.

Stephen Swift


E: stephen.swift@artorius.com

 

T: +44 (0)20 3039 3043

Stephen Swift studied Modern Languages and History of Art before embarking on a City career in the in the mid-1980s. Before moving into private wealth management Stephen worked for twenty-five years in institutional equities in various roles, including sales, research and management. His areas of focus have included Pan-European Equities, Technology and Equity Strategy at a number of leading firms, including Citigroup, Schroders, State Street and Credit Suisse. Stephen has an MA from Cambridge University and is a CISI Chartered Wealth Manager.

 

Away from the City Stephen likes to spend as much time as he can with his wife and two children on the Suffolk coast. Having performed at Snape Maltings as a student musician, Stephen is a supporter of the Aldeburgh Festival and former board member and trustee of the Monteverdi Choir.

Jeremy Stacey

Senior Client Partner


T: +44 (0)20 3039 3044

Jeremy has 20 years of experience working in financial markets, with the majority of this time spent managing the partnership of Alfred Simmons before its incorporation into the Artorius Group. Throughout this period Jeremy has developed a wealth of knowledge and expertise managing diverse portfolios for private clients, pension funds, trusts and investment companies.

 

Jeremy takes a keen interest in global macro-economics, the continually changing financial markets and the challenges these present to investment professionals. He has particular expertise in precious metals and their incorporation into diverse investment portfolios. Jeremy holds a BSc. from Newcastle University and is a Member of the CFA UK.

Ed Margot

Senior Client Partner


T: +44 (0)20 3039 3047

A third generation investment professional, Edward has continued his family’s passion for helping Ultra High Net Worth Families, Corporate Clientele and Family Offices with their strategic wealth management.

 

Ed began his career in 1998, since then he has been advising international clients and families on their Wealth and Investment Management. His experience has seen him successfully guide his clients through some of the most difficult periods in market history.

His clients originate from the UK, Asia, Russia, the CES, the USA and South America. The nature of his globally mobile citizens encounter complicated jurisdictional problems, both personally and financially.

 

Ed aims to provide clients with simple and understandable solutions through a subtle technical understanding, an ability to articulate technical matters clearly and understandably, as well as having an exceptional network of the best ancillary advisors in London. He is an expert in the UK Investor Visa programme and advised the Home Office on the most recent rule changes. Ed is also working with the Isle of Man Government on immigration and investment matters.

 

He is both a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investment. He obtained one of the highest marks in his professional exams, obtaining a distinction in Private Client Investment Advice and Management. He also studied Accounting and Finance at the University of Exeter.

Akshar Patel

Senior Client Associate


T: +44 (0)20 3039 3040

Akshar joined Artorius Wealth as Senior Client Associate from Coutts & Co. in September 2015. In his previous role at Coutts, Akshar worked within the Wealth Management business supporting two Senior Managers across an Entrepreneurial client base. Having completed his BA in Economics and Management Science from Keele University, Akshar worked at Barclays Corporate, progressing to the position of Relationship Manager within the Hospitality and Leisure Team managing a portfolio of over 100 clients in this sector

James Barrie

Associate Client Partner


T: +44 (0) 20 3039 3045

James joined Artorius as an Analyst in September 2015, having graduated from the University of Leeds with a First Class Bachelor’s degree in Economics. After missing the late nights in the library, he is now studying for the third level of the Chartered Financial Analyst qualification with the ambition of becoming a CFA charterholder. James works in the Family Office team providing governance and oversight to families who have complicated affairs, usually because of their jurisdiction and/or complex investments. The team are able to help families not only with consolidated reporting on their assets (investments, property, lifestyle) but more importantly with the challenges of what they are trying to achieve with their wealth, successful estate planning, education of the next generation and philanthropy.

Siobhan Bailey

Business Manager

Siobhan has been working in the financial services sector for over thirteen years having spent 12 years working at Credit Suisse and has experience in Investment Banking, Asset Management and Private Banking.  Siobhan joined the Artorius Wealth Team in 2017 based in London, and supports the Management Team and Board across the Artorius platform.  Away from work, Siobhan is married and is kept even busier looking after her four children, spending all of her free time on the side lines supporting them.

David Fraser

Ambassador

David retired from the group in January 2017 after a long and distinguished career dating back to the mid-1980s with Alfred Simmons, previously working within its investment and tax consultancy businesses. He was one of the founding  partners of Alfred Simmons Asset Management LLP and prior to this he worked for the Civil Service. David remains in contact with many long-standing clients of the firm and is greatly valued for his contribution post retirement. He enjoys life in the Sussex countryside and is looking forward to utilising his time for more extensive travels.

@Copyright Artorius Wealth 2016