Latest News - Katie Gilfillan
Office Spotlight: Quilter Cheviot, Birmingham
Why these five wealth managers love their job
After a veteran fund manager suggested there was a lot of discontent among wealth managers, we speak to five who really love their jobs.
Eurovision Song/Investment Contest 2019
Four people in the industry give us insight into their Eurovision winners and which areas of Europe are their investment winners and losers.
Office Spotlight: Brooks Macdonald, Tunbridge Wells
The Brooks Macdonald Tunbridge Wells office are celebrating their 10 year anniversary this month.
Pub Club with David Myrddin-Evans, Brewin Dolphin
Citywire South West Retreat 2019
A summary of events at the South West Retreat held in Chepstow.
Pub Club with Wesley Coultas, Walker Crips
Office Spotlight: Aberdeen standard, Jersey
A Day in the Life of: Maitane Fernández de Mendiola, Shard Capital
Pub Club with Gary Power & Richard Disley, Charles Stanley
Katie sits down for lunch with Gary Power and Richard Disley of Charles Stanley's Cardiff office, covering their first ever jobs to how they developed the office since opening five years ago.
- Old Mutual suspends CEO after ‘material breakdown in trust' 2
- Ex-Brewin research head launches bespoke portfolio service
- Legg Mason slashes 120 jobs in strategic overhaul
- WH Ireland hires ex-Quilter Cheviot research head and former fighter pilot 2
- Goodbye ‘British Empire’ as old trust investor changes name
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Too many wealth firms either rely on outdated, manual processes to protect themselves or believe they are below the radar of malicious actors.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