Profile: how Brighton Capital joined Brewin and UBS alumni
‘I’m a mini business inside a mini business,’ says Sylvia Bowen, describing her new role at boutique Brighton Capital Management.
Profile: how Tiller believes it's cracked robo-profitability
Ian Cadby and Jonathan Wauton of Tiller Investments believe they have developed the next generation of digital wealth platform.
Profile: the 'scandalous' failure to manage wealth
Asset managers need to ‘do a lot more’, says Sarasin’s head of stewardship, Natasha Landell-Mills.
Profile: How Tilney is using advice to drive wealth growth
A former amateur GT racing driver, Grant started at Tilney last August and was quick off the grid in introducing a cross-functional management structure
Profile: the Towry veteran who tied wealth knot with his wife
Altor Wealth Management was launched on of a shared vision to form a family-style company that would charge fairly and differently.
Profile: Julius Baer's regional team on their UK takeover plans
At a time when other wealth managers are closing or consolidating regional offices, Julius Baer has been on an aggressive hiring spree
Profile: how to step up from £5m in client funds to £50m
'It was quite a change,’ says Sanlam UK investment manager Cynthia Bowring, reflecting on the challenges of taking over other wealth managers’ client books.
Profile: how a trio of Jupiter veterans thrived by going solo
The story of how and why Peregrine & Black Investment Management (PBIM) came into being will befamiliar to many wealth managers.
Profile: wealth client don't follow brands, they follow managers
Private clients relate mainly to their wealth manager rather than the brand they operate under
Profile: Richard Whitehead - 'In my 20s, I was very difficult to work with'
Dart Capital boss Richard Whitehead is at a pivot point for the business, and looking back to assess where he is, as much as he is looking forward
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Too many wealth firms either rely on outdated, manual processes to protect themselves or believe they are below the radar of malicious actors.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