Latest News - Ian Horne
Citywire Wealth Manager Retreat 2018: What a treat!
A summary of events at this year's Wealth Manager Retreat.
Lincoln Private Investment Office's Elder: 'We’re persuading clients to be more fearful'
We talk to Ross Elder, founder of Lincoln Private Investment Office, how the business has grown since its modest start in 2014.
The key sustainable takeaways from WHEB AM's annual conference
With a crowd of advisers, wealth managers and clients in attendance, the WHEB team discussed the opportunities for investing in businesses that encourage sustainable and low carbon economies.
Pub Club: With Tcam's Mark Little at De Hems (sort of)
Ian Horne sits down with Tcam's Mark Little to discuss 7IM's recent purchase of Tcam and the key to quality client service.
Citywire triumph at Stamford Bridge
We bring you all the action from the 2018 annual charity football tournament hosted by GAM, which raised over £15,000 for charity.
Worthstone's Social Investment Academy: biggest event yet
Autumn Statement: Social investment tax relief limit raised to £1.5m
The amount of tax relief people can claim from socially responsible investments will rise to £1.5 million, the Treasury has announced.
Northern Lights: Prospects are bright, say leading wealth managers
Having just returned from the Citywire North conference at Rudding Park, Harrogate, the time seems right to provide some regional insight into wealth manager and IFA life in the North.
How to get the best tax outcomes following a divorce
Divorce can be a complicated business so here are top tips on making sure separating clients are not caught out by the tax man.
Clientology: the battle to convince the IT crowd
Tech professionals may be stereotyped as nerds but as wealth clients they are efficient individuals who enjoy face-t-face meetings
Wealth firms failing to keep pace with rising cyber threats
Too many wealth firms either rely on outdated, manual processes to protect themselves or believe they are below the radar of malicious actors.
What's behind the big wealth client exodus?
The results of EY’s recent global wealth survey serve as a reminder that the customer is always king