Your dedicated UK Office
HBS London Ltd provides bespoke Asset management and Family Office services.
Drawing upon our international network of partners and custodians, our mission is to help you manage, control and grow your wealth, with a first class service tailored to your requirements, combined with the flexibility that the best family offices can provide.
Building on the foundations laid by HBS SA in Geneva, HBS London Ltd continues the tradition of an unrelenting quest for excellent client service.
Independence, Flexibility, Service. What matters to you ?
Meet the team
Partner, Head of HBS London
Philippe holds a degree in Economics from the University of Geneva with a major in law.
Starting 1986 he worked for 17 years at BNP Paribas (Suisse) SA as Senior Banker in the International Credit department and joined the Executive Committee.
In 1996 he moved to the Private Bank team and ran the Swiss, UK, Scandinavian and Eastern European markets for BNP Paribas Private Bank globally.
In 2003, building on his broad banking experience and extensive knowledge of these markets he co-founded HBS SA.
He is a director of a number of companies and acts as strategic advisor to several families.
Holds a degree in English and Classics from the University of Newcastle. Will is level 6 qualified to advise clients in the United Kingdom, holding PCIAM and IAD qualifications.
Previously, Will spent six years at JPMorgan Private Bank and two years at Credit Suisse, advising individuals and families on creating long term investment portfolios.
From 2008 – 2013, Will served as a British Army officer with the Light Dragoons, serving in UK, Canada, Kenya and Afghanistan.
Will joined HBS in 2021 as a Partner and is currently Head of the London office
Daniel holds a Federal Diploma in Banking Economics. He started his professional career with UBS where he worked 10 years in the Wealth Management department.
From 1994 through 2004 he was employed by Berger van Berchem, a Geneva investment management company as an Asset Manager.
He joined Pictet in 2004 as Deputy to the Head of the Independent Asset Managers Team.
He moved to HBS in 2015 as Chief Operating Officer (COO) and has been instrumental in building a sound operating structure.
Compliance Officer, Legal Counsel
Andrew has enjoyed a 30-year career in law and compliance with an emphasis on investment and asset management and securities law matters.
Mr. Case was associated with Rogers & Wells in New York and Baker & McKenzie in Hong Kong, specializing in IPOs and M&A.
He then joined Merrill Lynch and later Morgan Stanley where he managed those banks’ cross-border financing and M&A work in Hong Kong and London.
He has acted as the compliance officer for a number of private equity and financial firms, including Forum Partners and the Duet Group.
Mr. Case received a B.A. (magna cum laude) from Yale University, and he is Juris Doctor from Columbia University. He is also a member of the New York and Connecticut bars.
Holds a Master of Business Administration with distinction from the University of Hong Kong, is a Chartered Financial Planner in the UK and a Certified Private Wealth Professional in Hong Kong
Richard spent 15 years at HSBC across Retail, Commercial and Private Banking roles in the UK, Channel Islands and Hong Kong.
From 2014 – 2020 he was a Relationship Manager at HSBC Private Banking, working with individuals and families in managing their wealth
Joined HBS in 2020 as a Senior Adviser.
HBS London Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom. Company number 12715470. Registered address: 3rd Floor 20-22 Berkeley Square, London, United Kingdom, W1J 6EQ.
HBS SA, the parent of HBS London Limited is a member of the self-regulatory organisation, AOOS – Schweizerische Aktiengesellschaft für Aufsicht.
Please read the IMPORTANT INFORMATION below before proceeding, as it explains certain restrictions on the distribution of information available on this website (hereinafter the “Site”).
Access to this Site is not permitted to any person in any jurisdiction (by way of domicile, residence, nationality, or otherwise) where the publication or availability of the Site would result in a violation of any applicable law or regulation. In particular, this Site is not intended for residents of the United States. If you are from such a jurisdiction, you are not authorized to proceed and must exit this Site immediately. If you are not from such a jurisdiction, you may proceed to the Site after reading and agreeing to the following terms and conditions.
2. Local restrictions
- a. General
This Site does not constitute an offer or solicitation to sell stocks or units in mutual funds or other securities, or an offer to provide investment advisory services or other services referred to on this Site, to any person from a jurisdiction in which such an offer, solicitation, or distribution would be illegal, or in which the person making such offer or solicitation is not authorized to do so, or to any other person to whom it is illegal to make such offer or solicitation.
- b. United States
HBS London Limited shall not provide the products and services described on this Site to US Persons, as defined under the United States Securities Act of 1933, as amended (hereinafter the “Securities Act”). The units or stocks described on the Site shall not be registered under the Securities Act or any other applicable United States securities laws (including, without limitation, any applicable law of any of the states of the United States). Such units or stocks may not be directly or indirectly offered or sold in the United States or any of its territories and possessions or areas subject to its jurisdiction or to or for the benefit of a US Person. By proceeding, you warrant that you are not a US Person.
- c. United Kingdom
To the extent that any services, information, or opinions available on the Site are aimed at residents of the United Kingdom, such services, information, and opinions have been approved by HBS London Limited. HBS London Limited is authorized and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS. HBS London Limited does not provide tax advice. Persons or entities dealing with entities of HBS London Limited outside the United Kingdom may not be entitled to protection under UK legislation or compensation under the Financial Services Compensation Scheme.
All material on the HBS London Limited website is protected by copyright, subject to any rights accruing to third parties. You may not reproduce (either in full or in part), transmit (electronically or by any other means), alter, create a link to, or use the website for public or commercial use of any kind without the written permission of HBS London Limited.
4. No reliance/no representation or warranty
The information made available on this specific page has been prepared by HBS London Limited, which has used all reasonable care to ensure that it is fair, accurate, and complete. HBS London Limited makes no representation or warranty, either express or implied, as to the accuracy, completeness, or fitness for any purpose or use of such information whatsoever.
HBS London Limited cannot guarantee that the information found on the Site has not been distorted as a result of technical malfunctions (disconnection, interference by third parties, viruses, etc.)
Nothing contained in the Site shall be construed as constituting specific investment, legal, tax, or other advice. The information or opinions contained therein have no relevance to the specific investment objectives, financial situation, or particular needs of any individual recipient of said information. You are advised to obtain specific, personal, and appropriate professional advice before making any investment decision. The information and opinions contained in the Site are provided for personal and informational purposes only and are subject to change without notice.
The value of investments in any securities, derivative products, shares, or mutual funds may go down as well as up, and, as a result, the investor may not get back the amount originally invested. Past performance is no guarantee of future performance.
5. Material interest
HBS London Limited and/or its partners, directors, officers, and employees may have or may have had an interest or positions in, or may, as market makers, trade or have traded in the securities described on the Site. Furthermore, such entities or persons may have or may have had a seat on the boards of the companies issuing such securities.
6. Limitation of liability
To the extent permitted by law, HBS London Limited shall not be liable, including in the case of negligence, for any loss or damage howsoever caused, including but not limited to any direct, indirect, or consequential loss or damage, arising out of or related to the access to, use of, browsing in, or downloading from the Site or any other site linked thereto.
7. No offer
Nothing contained on this Site constitutes an offer or part offer to provide asset management or advisory services, either on a discretionary or non-discretionary basis, other than under the terms of an agreement that accords with applicable laws and regulations. No information contained on this Site shall be deemed to constitute an invitation to subscribe for or otherwise acquire securities, derivative products, or units in mutual funds.
8. Absence of offer
In no way should the information presented on the HBS website be construed as a solicitation, an offer or a recommendation to make an investment nor to divest no more than an offer to enter into any type of transaction or agreement. None of the investments which may at any point in time be referred to on the HBS website are available and no prospectus or other material shall be distributed, in particular but not exclusively, to people that reside in jurisdictions where such a distribution would violate legal provisions or local regulations.
9. Contacts by e-mail
This Site allows you to contact HBS London by e-mail. As such communications use the Internet, a public network over which HBS London Limited has no control, they may be intercepted, altered, or lost. HBS London Limited disclaims all liability in respect thereof.
10. Applicable law
The Terms are governed by and interpreted in accordance with the laws of England and Wales and the courts of the above jurisdiction will have non-exclusive jurisdiction in respect of any dispute, which may arise.
Why are we providing this notice?
The General Data Protection Regulation (“GDPR“) applies to the collection, processing and storage of personal data undertaken by organisations within the European Economic Area (EEA), as well as to firms outside the EEA that handle personal data relating to the offering of goods or services to individuals in the EEA.
The GDPR has two key purposes: (a) to set guidelines for the collection, processing and protection of personal data and (b) to give individuals certain rights in relation to their personal data (such as to access and correct it and object to further processing).
This Privacy Notice is intended to ensure that individuals outside our organisation with whom we interact, including visitors to our website, personnel of service providers or other suppliers and others who interact with us whether via our website or by corresponding with us by other means (e.g. by emailing or phoning us) (“you“, or “your”) are aware of the categories of your personal data HBS London Limited (“we”, “us” or “our”) may collect, how we collect it, what we use it for and with whom we share it in accordance with the GDPR.
“Personal data” means any information relating to you, but does not include data where you can no longer be identified from it such as anonymised aggregated data.
We will be a data controller in respect of your relationship with us. A data controller is responsible for deciding how to hold and use personal data about you. We may process your personal data ourselves or through others acting as data processors on our behalf.
What information do we collect about you and what do we use it for?
Personal data held by us or on our behalf may include, but is not necessarily limited to, your name, address, place of business, email address, other contact details, corporate contact information, job title, signature, correspondence records, information about how you use our website and other technical data such as your IP address, login data for our web portal, browser type and version, time zone setting and location.
The law specifies certain ‘lawful bases’ for which we are allowed to use your personal data. The purposes for which we may collect, store and use personal data about you and our ‘lawful basis’ for processing such data are set out below.
|Purpose||Lawful basis for processing|
|To correspond with you.||Our legitimate interests in responding to your enquiry, contacting you in relation to the services you provide or otherwise communicating with you in the course of our business.|
|To undertake business development and marketing activities in relation to making suggestions and recommendations to you about products or services that may be of interest to you.||Our legitimate interests in promoting our products and services and growing our business.
Individuals can opt-out of receiving such messages at any time by contacting us.
|Corresponding with third parties such as service providers, legal advisors and regulatory authorities to comply with any legal obligation imposed on us or in order to pursue our legitimate business interests.||Compliance with applicable legal obligations.
Our legitimate interests in conducting our business in a proper manner.
|To maintain our records.||Our legitimate interests in conducting our business in a proper manner.|
|To administer and maintain our website we may record and monitor your use of our website which may include analysing your use of our website.||Our legitimate interests in studying how our services are used, keeping our website updated and relevant, to develop our business and inform our marketing strategy.|
In addition to the uses above, please note that we may also process your information where we are required by law to do so or if we reasonably believe that it is necessary to protect our rights and/or to comply with judicial or regulatory proceedings, a court order or other legal process.
Special categories of personal data
There are more limited bases for processing special category personal data. This is personal data which reveals or contains racial or ethnic origin, political opinions, religious and philosophical beliefs, trade union membership, genetic data, biometric data, health data, sex life and sexual orientation.
We do not intend to actively collect special category data about you. Whilst we will use reasonable efforts to limit our holding of such data, please be aware that we may hold such data incidentally. For example, where you volunteer special category data to us, such as if you send us an email containing special category data.
What if you do not provide the personal data requested?
Unless and until you make a decision to invest or otherwise engage in a business transaction with us or invest in one of our investment products (at which point we will send you a copy of any relevant privacy notice) you are not required to provide us with any information although please note that our website may automatically collect certain technical data (further details on this are in the ‘How do we collect this information?’ section).
Change of purpose
We will only use your personal data for the purposes for which we collected it (as identified above in the ‘Purpose’ column), unless we reasonably consider that we need to use it for another reason which is compatible with the original purpose. If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.
How do we collect this information?
We typically collect personal data about you when you provide information to us or others acting on our behalf when communicating or transacting with us in writing by filling in forms or by corresponding with us by post, telephone, email or otherwise. For instance, when you create an account on our web portal, request information from us or otherwise correspond with us. As you interact with our website, we may automatically collect technical data about your equipment, browsing actions and patterns. We collect this personal data by using server logs and other similar technologies.
In addition, we may receive personal data about you from third parties, such as public sources or information vendors.
With whom will we share your information?
We may share your personal data with a third party where this is required by law, where it is necessary to perform any contract with you, or where we have another legitimate interest in doing so.
We may need to share your personal data with:
- other entities within our group as part of our regular reporting activities on company performance, in the context of a business reorganisation or group restructuring exercise or for assistance in relation to marketing and business development;
- professional advisers including lawyers, bankers, auditors and insurers to the extent such information is relevant to their performance of their services;
- regulators; and
- any of our service providers where such information is relevant to their performance of such services;
We may also need to share your personal data with a regulator or to otherwise comply with applicable law or judicial process or if we reasonably believe that disclosure is necessary to protection our rights and/or to comply with judicial or regulatory proceedings, a court order or other legal process.
We may transfer the personal data we collect about you to certain non-EEA countries including, in particular, Switzerland, where the parties listed above are based for the purposes outlined in the table above. Those countries may not have the same standard of data protection laws as the EEA.
Where this is the case, we will (or will require a processor to) put in place appropriate safeguards such as the EEA-approved standard contractual clauses to ensure that your personal data is treated in a manner that is consistent with and respects the EEA laws on data protection. If you require further information about this you can request it from us.
How long will we retain your information?
We will retain your personal data for as long as necessary to fulfil the purposes for which it was collected, including for the purposes of satisfying any legal, regulatory, accounting or reporting requirements and our legitimate interests in maintaining such personal information in our records. In doing this we will have regard to the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements. Generally, we will keep information relevant to our dealings with you for five years following the last date of activity (or longer if required by applicable laws and regulations).
In some circumstances your personal data may be anonymised so that it can no longer be associated with you, in which case it is no longer personal data.
Once we no longer require your personal data for the purposes for which it was collected, we will securely destroy your personal data in accordance with applicable laws and regulations.
Accuracy of information
It is important that the personal data we hold about you is accurate and current. Please let us know if your personal data which we hold changes during your relationship with us.
Your rights in relation to your information
You have rights as an individual which you can exercise in relation to the information we hold about you under certain circumstances. These rights are to:
- request access to your personal data (commonly known as a “data subject access request”) and request certain information in relation to its processing;
- request rectification of your personal data;
- request the erasure of your personal data;
- request the restriction of processing of your personal data;
- object to the processing of your personal data;
- request the transfer of your personal data to another party.
- If you would like to exercise one of these rights, please contact us.
You also have the right to make a complaint at any time to a supervisory authority for data protection issues.
You will not usually have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request for access is manifestly unfounded or excessive. Alternatively, we may refuse to comply with the request in such circumstances.
What we may need from you
We may need to request specific information from you to help us confirm your identity and ensure your right to access the information (or to exercise any of your other rights). This is another appropriate security measure to ensure that personal data is not disclosed to any person who has no right to receive it.
Right to withdraw consent
In the limited circumstances where you may have provided your consent to the collection, processing and transfer of your personal data for a specific purpose, you have the right to withdraw your consent for that specific processing at any time. To withdraw your consent, please contact us. Once we have received notification that you have withdrawn your consent, we will no longer process your information for the purpose(s) to which you originally consented unless we are required to retain your data for a legal or regulatory purpose.
Changes to this privacy notice
We reserve the right to update this Privacy Notice at any time, and we will make an updated copy of such Privacy Notice available to you and notify you when we make any substantial updates. We may also notify you in other ways from time to time about the processing of your personal data.
This Privacy Notice was written with brevity and clarity in mind and is not an exhaustive account of all aspects of our collection and use of personal data. If you require any further information, please do not hesitate to contact us.
We are committed to resolving complaints quickly and fairly. If it is not possible to promptly resolve your complaint, we will be in touch to update you on its progress through our complaint handling process.We aim to be in a position to provide a final response to your complaint within eight weeks of the complaint being received. If this has not been possible, we will inform you when we expect to respond however you may decide to refer the matter to the Financial Ombudsman Service. If you have a suggestion on how we can improve or you would like to submit a complaint, please let us know at .
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
HBS London Ltd
Top floor – 49 Berkeley Square, Mayfair
T. +44 208 138 1645