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Profiles

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

Profile: David Coombs on why you must deploy cynicism 'at all times'

Employ cynicism at all times, because you are sold to your entire career,’ is the one piece of advice Rathbones’ David Coombs gives young fund managers.

Profile: how a private office combined Lord North Street and C Hoare veterans

Quite different roads took Koerling and McArdle to Owl, but this diversity of background and experience is designed to be at the very heart of the business.

Profile: 'Growing pains' - inside a boutique profit battle

South London-based Fowler Drew has moved back into the black after spending a couple of years in the red

Profile: why the funds industry has changed for the worse

Hawksmoor's co-head of fund management says the focus on low costs is a misnomer

Profile: why Standard Life fears 'wealth' is now tarnished

Has the word ‘wealth’ been hijacked by financial planning firms, and is it losing its aspirational edge?

Profile: what this duo did after quitting Hargreave Hale

Two former Hargreave Hale staffers left following its purchase by Canaccord, but insist their move was due to a long term structural industry shift

Coverstar club: wealth managers we grilled in 2018 - part 1

We featured more than 60 wealth managers from the length and breadth of the UK on our cover last year

Profile: why the world of wealth is fracturing

The problem with wealth management, according to Robert Paul, London & Capital’s youngest ever partner, is that it is very antiquated.

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