Team

Stephen Harris, Chief Executive of ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies. He has written extensively on global wealth management issues and leads ClearView’s global events team. As well as
training as an accountant, Stephen has worked as a hedge fund manager and as a private banking headhunter.

Wendy Spires, Head of Research

WendySpires90x90 (1)Wendy heads the family wealth division’s research business. She has written an array of in-depth reports on issues affecting the wealth management industry, including client onboarding, technology and operations, client experience, branding and marketing, and risk-profiling methodologies. She is a regular speaker at high-profile conferences in the UK and abroad, and has developed an in-depth knowledge of international wealth management markets and the strategic challenges firms face.

Gerald Schlagman, Head of Client Relationships

image1Gerald has been with ClearView Family Wealth since April 2015. Formally with Campden Wealth, he works closely with external partners from the Asset Management, Real Estate, Investment and Jurisdictional space. During his career he has gained an excellent reputation helping external partners interface effectively with the families needs.