Eight Specialists. One Standard.
Every client has a named lead advisor personally responsible for their engagement. We are specialists who have chosen to work in the part of wealth management most institutions ignore.
Alexander Whitmore
Founder & Managing Partner
Two decades in senior private banking at Barclays Wealth and Credit Suisse. Built Clarendon Legacy Partners around one principle: manage the assets before the transfer.
Charlotte Pembroke
Chief Operating Officer
UBS and Rothschild & Co background. Oversees all firm operations and client strategy across three offices. Ensures every mandate runs on time.
Daniel Rothschild, CFA
Head of Asset Management
Conservative by design. Fifteen years in multi-asset management including eight years running family office capital preservation mandates.
Victoria Langford
Estate Planning Solicitor
Qualified in England & Wales and New York. Fourteen years in estate law and cross-border succession exclusively. Over 150 complex estate distributions executed.
James Holloway
Senior Private Client Advisor
Specialist in capacity-aware financial advisory. Deep experience with complex family dynamics and the anxieties of planning one’s own financial legacy.
Isabella Moretti
Head of Client Relations
Fluent in English, Italian, and French. Decade at Pictet & Cie in Geneva. First point of contact for all new enquiries — answered within 24 hours.
Samuel Clarke
Chief Compliance Officer
Responsible for the firm’s regulatory standing across all three jurisdictions. Previously Head of Compliance at Schroders Wealth Management.
Henrik Bauer
Tax & Structuring Advisor
Specialises in the tax dimensions of wealth transfer across the UK, US, and Switzerland. Advised on estates exceeding £600 million combined value.