Charlotte Bobroff first appeared on the Spear’s radar a decade ago, around the time she joined JP Morgan Private Bank. Fast forward to late 2023 and Bobroff was seeing off tough competition from other industry heavyweights to win our UHNW Wealth Manager of the Year award.
Building up her client base organically with entrepreneurial flair, Bobroff has risen to be head of JP Morgan Private Bank’s UK consumer and retail team. Her combination of holistic client advice, along with small, friendly touches – providing round-the-clock support for one client on the day their business sale went through, for instance – have made clients feel supported and appreciated. But it’s a determined focus on outcomes that she feels is the defining characteristic of her approach.
‘When I think of the way that we look
after clients at J.P. Morgan Private Bank, their intent and goals are our North Star,’ she says. ‘Everything we strive to do for our clients goes back to the purpose of that wealth, and what they want to achieve with it.’
Spear's sits down with Charlotte Bobroff, head of JP Morgan Private Bank’s UK consumer and retail team.
Charlotte Bobroff is the recipient of the 2023 Spear's Award for UHNW Wealth Manager of the Year. JP Morgan Private Bank is also the recipient of the 2023 Spear's Awards for International Private Bank of the Year and Grand Prix Private Client Firm of the Year.
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