Spear’s 2022 Wealth Management Index

We are thrilled to announce that six of the Weatherbys Private Bank team have been recognised in the latest Spear’s 500 Wealth Management Index. This follows the Bank being named UK Private Bank of the Year at Spear’s Wealth Management Awards 2021.

For a sixth consecutive year, our Managing Director, Quentin Marshall, is among the Top 10 Best Wealth Managers for high-net-worth clients. Quentin was also named as UK Private Banker of the Year by Spear’s in 2018.

Three of our Private Bankers join the illustrious list for the first time, namely Ollie Barnett, Duncan Gourlay and Shirley Coe.

Ollie is at the forefront of the Private Bank’s London team, having joined Weatherbys in 2017. He has more than 15 years’ experience in the wealth industry advising entrepreneurs and high-net-worth families. Before turning to the world of finance, Ollie served as an officer in the British Army (Scots Guards), where he honed analytical and interpersonal skills that have held him in good stead for a career in banking.

Meanwhile, Duncan heads Weatherbys Private Bank’s Scottish operations advising a highly diverse portfolio of clients located across Scotland, ranging from entrepreneurs to established professionals and landowners. Before joining Weatherbys in 2013, Duncan worked at Barclays Wealth, Bank of Scotland and Adam and Co, looking after private clients and families.

Shirley, who joined Weatherbys towards the end of 2021, is a senior banker who specialises in an array of financial planning services including mortgage lending, inheritance tax planning, investment management and portfolio management. Her long and impressive list of skills is revered throughout the industry, in addition to her much-applauded role as a mentor and ‘vocal advocate for empowering women in finance’. 

In addition, our Chief Executive Officer, Roger Weatherby, again features among the best ultra-high-net-worth wealth managers, while Hayley Robinson remains in Spear’s recommended list of high-net-worth wealth managers.