Heather Maizels, Senior Advisor
Heather provides strategic advice to Charles Russell Speechlys on Private Wealth and brings knowledge and powerful connections to the firm’s clients. Heather represents the firm in Private Wealth.
SummaryA former investment banker with corporate and institutional clients in US, Australasia, Europe, and the Middle East, and then a private banker advising families on their overall wealth and investment portfolios, including business interests, Heather has also set up and run financial and wealth businesses, and run a Family Office. Heather’s experience and relationships fit the services the firm provides and enhances what the firm does for Private Wealth clients.
Heather is a recognised commentator on family and business governance, responsible stewardship, risk management, and frequently speaks on ArtWealth.
Heather is entitled to practice as a barrister in England and Wales.
- Solving the problem for a family unable to continue with their property investments without draconian security: Advised Swiss trustees to restructure languishing family bond portfolio to safer, more liquid assets. This provided the security needed to attract committed funding for fast deals, provided better income for the beneficiaries, and strengthened the family wealth strategy for continuous property investment.
- Asked to advise an international charity concerned with diminishing income and ability to fund committed projects: provided independent valuation with suggested portfolio changes, and designed a risk framework and review process. This reassured the trustees, who are now better placed to attract desired trustees, and new wealth donors.
- Asked to advise a family on positioning building products business for future growth and new international distribution: Restructured business to attract new local management, better compensate family working members, and better involve loyal employees. Also put in place a family charter to protect family values in the business, and in wider held family investments, with continual stewardship of family wealth for successive generations.