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.
Cryptocurrency the main target for scammers in 2018
As CryptoMania grips financial markets, wealth and asset managers won't be the only ones looking to exploit the frenzy.
12 wealth and fund firms to watch in 2018
From new growth strategies to acquisition plans, we highlight the firms to watch in 2018.
Iress's Walsh: Why GDPR can drive trust in financial services
Iress CEO Andrew Walsh explains why he believes the new regulation can help rebuild consumer trust in the industry.