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Profiles

Profile: Affinity’s Julia Warrander on the importance of diversity

'Sometimes there are 10, sometimes 20 people around a table and, more often than not, I’m the only woman,' says the Affinity Wealth co-chief investment officer

Profile: how Raymond James Leeds has flourished

Preparing for his interview with Wealth Manager, Rupert Forrest has done some research on Yorkshire

The 53 wealth managers we profiled in 2017 part I

All of the names - from firms large and small - that we interviewed this year.

Profile: the evolution of WH Ireland through its buy list

The evolution of WH Ireland may be epitomised by the career of its research boss

Profile: JM Finn on why the future is with financial planners

There is a lot of work on pension consolidation and Sipps have been a big driver there, says JM Finn chief executive

Profile: RC Brown's father and son team on generational change

‘I only go to the office once or twice a week now,’ says RC Brown founder and chair Bob Brown.

Profile: Kleinwort Hambros' boss on how to manage five banks

Welding together Kleinwort and Hambros – two of Britain’s most historic banks, founded in 1786 and 1839 respectively – was always going to be a challenge.

Profile: Thomas Miller explains its post-restructure plans

Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things

Profile: the $15bn bridge from London to Asia

It is rare that a deal only takes four weeks to complete

Profile: Walker Crips explains why the only way is Essex

Given it is in Zone 6 and only a stone’s throw away from London, one might ask why Walker Crips needs an Epping branch.

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