Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Profiles

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

Comment