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.

Christopher Pottle

Client Partner


T: +44 (0)20 3039 3047

Christopher has over 20 years experience of financial markets after having left university in 1996 where he completed a Master's degree in Philosophy, Politics and Economics at Brasenose College, Oxford.

 

He has managed portfolios on both an advisory and discretionary basis across all asset types for high net worth and ultra high net worth individuals, family offices and institutions. During this time Christopher worked for a number of top tier houses including Morgan Stanley, Barclays Private Bank and Credit Suisse gaining invaluable experience of investing in all financial conditions and throughout many defining and challenging market events.

Christopher is a Fellow of the Securities Institute and a Chartered Wealth Manager.

 

Outside of work, he is a keen classic car enthusiast and also spends a lot of time in the gym trying to stay fit to keep up with his young family.

Jane Fowke

Senior Wealth Planning Partner


T: +44 20 3039 3026

Jane is a Chartered Financial Planner and a highly experienced Wealth Manager; delivering Wealth Planning solutions to Private Banking Clients.

 

Jane has extensive experience working with High Net Worth and Ultra High Net Worth clients.  Jane worked for HSBC for 8 years, latterly within the Strategic Tax Team at HSBC Private Bank. On moving to Barclays Wealth, in the role of Vice President, Wealth Advisory, Jane focused on advising resident Non-domiciled clients.  Most recently, Jane has worked as a Senior Wealth Planner at SG Kleinwort Hambros for 6 years; broadening and developing the wealth planning proposition to better meet the needs of the banks diverse domiciled and Non-domiciled clients.  Based in London, Jane advised the banks’ London, Channel Islands and Gibraltar clients.

 

Tina Winder

Group Compliance Officer


T: +44 20 3039 3027

Tina has more than 20 years of compliance experience having worked in the financial services sector for more than 30 years.  She joined from Tilney where she was Deputy Head of Compliance, having previously held senior compliance positions at a number of well-known firms and having started her career at the Bank of England.  She is a Chartered Fellow of the Chartered Institute for Pensions & Investment and a member of the Institute’s compliance forum committee, responsible for organising and delivering professional development events for fellow compliance professionals.

In her spare time, she enjoys live music, walking and enjoying her two young grandchildren.

 

 

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