Guy McGlashan

Examiner
DISC Type : cs

Chief Executive Officer at W1M Wealth & Investment Management

London, England, United Kingdom

Overview

Guy McGlashan is the Chief Executive Officer of W1M Wealth & Investment Management, a firm created through the merger of London & Capital and Waverton. A Chartered Accountant with an MBA from Stellenbosch University, he has extensive leadership experience in the wealth management sector, covering management, operations, and front-office functions.

He recently spearheaded the complex merger and significant rebranding of two established firms, London & Capital and Waverton, to form the new entity, W1M.

Personality Overview

Overcautious

Status Quo Seeker

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They are thorough and always follow a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Wealth Firm Integration
He is leading the combination of two "highly complementary businesses" to set a new standard in integrated wealth management for the benefit of both clients and colleagues.
Corporate Rebranding
He proudly announced the company's new name, W1M, describing it as the culmination of months of hard work, collaboration, and creativity.
Investment Performance
He is proud of his investment team's ability to deliver "phenomenal performance in challenging markets" while simultaneously managing a major business integration.

Media Appearances

Guy has no verified media appearances

Work History

11-2019
Chief Executive Officer at W1M Wealth & Investment Management
11-2019 - 6-2025
Chief Executive Officer at W1M Wealth & Investment Management
1-2015 - 11-2019
Chief Operating Officer at W1M Wealth & Investment Management
11-2013 - 12-2014
Chief Operating Officer - Private Office at Coutts
1-2011 - 6-2013
Managing Director, Head of Strategy & Development at Kleinwort Benson

Education

1993 - 1995
MBA from Stellenbosch University
1988 - 1991
BAcc(Hons) from Stellenbosch University

More Information

Social Presence :

Prographics :

Exp : 25 Location : London, England, United Kingdom Job Level : Leadership Designation : Chief Executive Officer at W1M Wealth & Investment Management
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Insights For Selling To Guy

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Guy is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Guy

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Guy move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Guy take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Guy

Personality Compatibility


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