Best Startup
At Best Startup UK we track over 130,000 UK startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United Kingdom based Director operating in the Wealth Management space. If you think a Director is missing from this list, feel free to contact our editor on editor@beststartup.co.uk.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Companies House UK, Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Ishan Kaul
Managing Director of Credit Suisse
Mr. Ishan Kaul is a Managing Director of Credit Suisse in the Investment Banking and Capital Markets division, based in London. Mr. Kaul has a specific focus on telecommunications services, cable and satellite companies across the EMEA region. Mr. Kaul has broad telecom experience and has advised a wide variety of clients such as Deutsche Telekom, Liberty Global, VimpelCom, Telenor, Altice, Orange, KPN, Rostelecom, MTN Group and various private equity houses. Selected transaction experience includes advising Liberty Global on the PLN 3.0bn acquisition of MMP, advising Apax on the €2.3bn sale of Orange Switzerland, advising Telenor and Vimpelcom on Telenor’s $1bn exchangeable bond and $575m equity placement, advising MEP on its sale of SBB Telemach, advising WIND on its €8.0bn equivalent refinancing, advising Megafon on its $1.7bn IPO, advising Rostelecom on the merger of its mobile assets valued at $3.5bn with Tele2 Russia, advising Deutsche Telekom on its €550m acquisition of GTS, advising Liberty Global on its $23.3bn acquisition of Virgin Media, advising Weather Investments on its $20.6bn acquisition by VimpelCom, advising VimpelCom Ltd. on its $20bn exchange offer for OJSC VimpelCom, advising Swisscom on its €4.2bn acquisition of Fastweb and advising KPN and Telstra on their $250m disposal of Xantic. Ishan joined Credit Suisse First Boston in June 2004 as a Graduate recruit. Ishan holds a degree in Economics from the University of Cambridge, UK.
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About Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Jason O’Brien
Managing Director – Head of European Origination and Syndication – SP Finance of Credit Suisse
Jason O’Brien is the Managing Director – Head of European Origination and Syndication – SP Finance at Credit Suisse.
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About Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Alison Howe
Managing Director of Credit Suisse
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About Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Nestor Paz Galindo
Managing Director of UBS
Nestor Paz Galindo as managing director and head of sell-side and financial sponsors M&A for EMEA. Paz Galindo will join the bank from JP Morgan in March next year. Paz Galindo has spent all of his professional career to date at JP Morgan. He has held a range of M&A-related roles over 22 years, most recently including managing director of the bank’s European financial sponsors group.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Marc Wursdorfer
Managing Director of UBS
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Gil Bar-Nahum
Managing Director of Jefferies
Gil Bar-Nahum is a Managing Director in the Global Healthcare Investment Banking Group at Jefferies and is based in London. He leads the Jefferies’ International Biotechnology team with a primary focus on innovative companies in Europe and Israel. Dr. Bar-Nahum has over 18 years of investment banking experience and has executed transactions for biotechnology, pharmaceutical, medical technology, and life science tools companies. In the last 4 years Dr. Bar-Nahum has led the execution of more than 40 financings, including 17 IPOs for foreign private issuers (12 on NASDAQ), raising more than US$3.2Bn. Since joining Jefferies in 2009, Dr Bar-Nahum has also advised on more than 10 cross-border M&A transactions. From 2002-2009 Dr. Bar-Nahum was part of UBS Investment Bank’s Global Healthcare Group, based primarily in the US. Prior to that, Dr. Bar-Nahum worked as an Equity Research Analyst for UBS where he served as an Associate Director covering companies in the Life Science Tools and Biotechnology space. Dr. Bar-Nahum received his PhD in Basic Medical Sciences from the Department of Biochemistry at the Sackler Institute of New York University School of Medicine. The subject of Dr. Bar-Nahum’s doctorate work was published twice in the journal Cell. Dr. Bar-Nahum also received an MS from New York University’s School of Medicine in Cell and Molecular Biology and a BS from the University of Illinois in Microbiology.
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About Jefferies: Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
Jingbo Huang
Director, Data & Integrations of Wagestream
JB oversees GSN’s data team by taming big data and unlocking its value. He is an avid traveler and has visited 32 countries (and counting).
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About Wagestream: Wagestream is a financial services firm that allows employees to stream their earned wages into their accounts through an instant app.
Archie Chappel
Strategic Affairs Director of Wagestream
Archie Chappel serves as strategic affairs director at Wagestream.
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About Wagestream: Wagestream is a financial services firm that allows employees to stream their earned wages into their accounts through an instant app.
Alun Cutler
Director Product Management EMEA of Charles River Development
Alun supports sales efforts by identifying product enhancements, 3rd party solutions and marketing campaigns. Previously, Alun was a senior business consultant for Charles River, responsible for meeting EMEA client requirements and assisting implementation consultants with workflow design and integration needs. Prior to joining Charles River, Alun held a variety of sales and consultant positions at Misys and SunGard Data Systems, served as a fund administrator for Morgan Grenfell Asset Management, and was a derivatives trader at the Nippon Credit Bank.
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About Charles River Development: Charles River Development is an investment management solution provider company.
Nick Hungerford
Director of Nutmeg
Nick is the founding CEO of Nutmeg. Following a business degree at Exeter University, Nick worked at Barclays in the areas of product, banking and wealth management. Nick was a Divisional Director at Brewin Dolphin and has an MBA from Stanford University in the United States. Nick’s industry and investment views are respected globally and he frequently appears on Bloomberg, CNBC and BBC and has been quoted in the Financial Times, Wall Street Journal and many international publications. Nick has been a guest lecturer at academic institutions including Harvard, Stanford and London Business School and has represented UKTI around the world, promoting the benefits of doing business in Britain.
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About Nutmeg, PR Specialist: Nutmeg is an online investment service that specializes in investments, ISAs and pensions.
Matt Gatrell
COO and Board Executive Director of Nutmeg
Matt joined Nutmeg in April 2018 bringing over 20 years of financial services technology experience with him. As Nutmeg’s CTO, Matt ensures our technology strategy matches our business strategy. Prior to joining Nutmeg, Matt held the position of Chief Technical Officer at both Neilson Financial Services and MarketInvoice. His experience has been rounded out by 13 years at BancTec, a global top 100 financial services technology provider, where he held a number of roles, including R&D Director. Matt holds a PhD in Software Engineering from Brunel University.
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About Nutmeg: Nutmeg is an online investment service that specializes in investments, ISAs and pensions.
Andy Grant
Chief Financial Planning Director of Tilney Smith & Williamson
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About Tilney Smith & Williamson: Tilney Smith & Williamson is a financial planning and investment firm.
Carla Stent
Non Executive Director and Chair of Risk and Audit Committee of Tilney Smith & Williamson
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About Octopus Property, Tilney Smith & Williamson: Tilney Smith & Williamson is a financial planning and investment firm.
Tauhid Ali
COO & Director of JATT Acquisition
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About JATT Acquisition: JATT Acquisition provides fund assistance to businesses from the life sciences sector.
Lorraine Catt
Transformation and Shared Services Director of IQ-EQ
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About IQ-EQ: IQ-EQ is a multi-jurisdictional provider of investor and corporate services in Europe and beyond.
Jose Maria Carbajo
Co-Founder and Director of Nucoro
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About EtsFactory, Nucoro: Nucoro enables financial institutions to build digital savings, investment and wealth management propositions at speed and scale.
Brent Randall
Director of Wealth Dynamix
Brent Randall is the cofounder and chief operating officer of Wealth Dynamix and has over 20 years of experience in the investment management software industry. Previously, Brent was a Director at Third Financial Software where he was responsible for product development. Prior to that Brent headed up the wealth management division at Financial Objects directing business development and product strategy. Brent was also an associate director at DST International Ltd, where he was responsible for the global product strategy of the company’s institutional front office and wealth management solutions. Brent has an honours degree in Geography from Downing College, Cambridge.
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About : Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms.
José Francis
Founder and Managing Director of Hamilcar Capital Limited
José is an Investment Advisor. His main role is to screen the African market (Private and Listed Equity) to find the best investment opportunity on behalf of a consortium of selected investors Partner. José Solange Francis founded Hamilcar Capital Limited which is a regulated London Investment Boutique mainly dedicated for investment across the African continent. As a Principal Investment and Advisor Partner, he is surrounded with highly talented Expert Advisors. Mr J.S.Francis is global coordinator for deal sourcing, analysing and execution of direct equity investments. José brings to the growing business in Africa his 20 years’ extensive experience in financial markets on Equity and Derivatives products. He has a strong academic background in Finance and Economics. Prior to Hamilcar Capital Limited, he worked in London and Paris for well established financial institutions such as Paribas Asset Management, Natixis, Société Générale, GFI Group, Integra Capital. He covered different roles such as Fund Manager, Trader and Sales. Through his long experience, Mr J.S. Francis covered very large international institutions and also hedge fund clients by arranging deals on industrial participations and special situations. His responsibility was covering deals on IPO, Secondary Offerings, Block Trades, Repo Trade, Stocks Lending. He was also responsible for identifying attractive investment opportunities on equity event driven, M&A situations, distressed and restructuring stocks, large discounted stocks, managing equity and derivatives exposure. Mr J.S. Francis holds a Masters Specialized in Finance (ISG Business School, Paris) and a Bachelor degree in Economics, specializing in Mathematics and Statistics (University of Toulouse, France). Mr J.S. Francis is registered CF1 (Director) and CF30 (Customer) by the Financial Conduct Authority. He is trilingual in English, French (mother tongue) and Italian. He is currently learning Arabic. His motto “Never Give Up, just Carry On”
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About Hamilcar Capital Limited: Hamilcar Capital is an independent investment boutique focusing on private and listed equity in Africa, Europe and the Middle East.
Ben Coombes
Director of Practifi
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About : Practifi is a business management platform for financial services that provide financial advice for businesses and firms.
Duncan Wheatley
Research Director of Watson Wheatley
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About Watson Wheatley: Watson Wheatley is a leading provider of reconciliation software to hedge funds, asset managers, commodities traders.
Simon Maisey
Managing Director, Global Head of Business Development of Tradeweb
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About Tradeweb: Tradeweb Markets is a global marketplace for electronic fixed income.
Ben Sturgeon
Director of Tradeweb
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About Tradeweb: Tradeweb Markets is a global marketplace for electronic fixed income.
Roger Esler
Owner and Director of Dow Schofield Watts Corporate Finance
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About Dow Schofield Watts Corporate Finance: Dow Schofield Watts Corporate Finance provides investment, equity finance, advisory, forensic valuation and wealth management services.
Philip Eagle
Tax Director of Hallidays
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About CapitalStackers, Hallidays: Hallidays is a business development and accounting service company.
