Profile: How Julius Baer plans to win UK wealth
Julius Baer has embared on a hiring spree to fuel its ambitious UK expansion plans.
Profile: why GWM believes in life after Lloyds
Lloyds Private Banking duo Chris Payne and Tom Milson left the company two years ago after deciding to act on their belief that ‘we could do it better’
Profile: AFH Financial on how it plans to hit £5bn
There really has been no better time for making acquisitions.
Profile: cooking Raymond James' special sauce
Treating their own employees as clients is not a common strategy for businesses, but Raymond James says it has been a key to its success
Profile: Philbin on the opportunity explosion in fund selection
The veteran fund selector expains how his role resembles football management
Profile: UBS' robo boss on what his tween can teach the industry
Co-head of UBS SmartWealth Shane Williams explains the simple life lessons missed by the first wave of robo pioneers
Profile: defining the benefits of LDI for private clients
Peter Doherty recently went finance-sector viral after sharing his bracing views on investment consultants.
Profile: 'we are tiny but profitable'
Nick Hooper explains how he rationalised his client list when leaving Credo to set up London Investment Management
Profile: inside European Wealth's radical restructure
Ismail was just over a month into her new role when the company announced that it would acquire a US-based firm, and shed its ‘European’ branding.
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
Can wealth firms learn from Donkey Kong?
Are video games the prefect tool for making the digital content of wealth firms engaging?
Are shareholder meetings a ‘waste of time’?
Grouping up with other investors and lobbying a company's customers could be the way to get your voice heard.
Secret CEO: wealth managers should be 'closet tracker' police
The FCA should work with the wealth advisory community to protect investors from 'closet trackers', says our secret investment boss.