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Wealth Manager Profiles
08:30 | 15 Mar 2010
| By
David Campbell
In place for just two years, Mann has arguably found himself in the right place at the right time, as the company refocuses on its strategic priorities and rationalises its corporate structure.
08:30 | 12 Mar 2010
| By
Matthew Goodburn
Charles Stanley's team in Brighton & Hove on client relationships, local knowledge and whippets
08:30 | 08 Mar 2010
| By
David Campbell
The newly appointed co-director on why trust is as important when dealing with co-workers as it is with clients.
08:30 | 05 Mar 2010
| By
James Phillipps
The Saltus partner describes how he is tipping the risk back in the investor’s favour
08:30 | 01 Mar 2010
| By
David Campbell
Charles Stanley adviser on financial planning at the pinstripe and braces brokerage.
09:06 | 26 Feb 2010
| By
Drazen Jorgic
City Asset Management's investment director has risen fast - but then he was taking an interest in tax planning at 15.
08:30 | 22 Feb 2010
| By
David Campbell
David Goodfellow consider the changing nature of risk in planning and investments.
08:30 | 19 Feb 2010
| By
Dylan Lobo
The royal family’s former banker on why active asset allocation is key to Dalton Strategic Partnership’s success.
08:30 | 15 Feb 2010
| By
David Campbell
Head of advisory at the company and media star Christine Ross on her BBC appearances and starting at the 'sharp end' of advice.
08:30 | 12 Feb 2010
| By
James Phillipps
Brooks Macdonald may be one of the new kids on the block in Edinburgh but director Gareth Howlett is a familiar face in the city’s wealth management circles.
08:30 | 08 Feb 2010
| By
James Phillipps
Castle Court’s Richard Gough is going one step further than most for his clients, helping two of them to train as wealth advisers for a new life after their sporting careers come to an end.
08:30 | 05 Feb 2010
| By
Matthew Goodburn
London & Capital’s Daniel Freedman and Iain Tait on how a passion for tailored service and multi-asset investing is driving the business.
00:01 | 29 Jan 2010
| By
David Campbell
How one man’s vision built a £1.75 billion advisory firm
08:30 | 25 Jan 2010
| By
David Campbell
Company principals Calum Cameron and Peter Holden on an enduring professional partnership
09:35 | 21 Jan 2010
| By
Matthew Goodburn
David Oakes’s investment career had taken him to a number of illustrious companies before he finally settled on co-launching his own discretionary asset management business in 2003.
10:54 | 15 Jan 2010
| By
David Campbell
How new school methods and old school charm doubled Capital Asset Management’s turnover within 18 months.
09:29 | 14 Jan 2010
| By
James Phillipps
The Frontier Capital Management’s Michael founder is a rare breed: turning his back on the lucrative fund of hedge funds world because he believed investors were getting a bum deal.
08:00 | 18 Dec 2009
| By
James Phillipps
The former Royal Navy rescue diver talks about taking the plunge at Barclays Wealth.
08:00 | 11 Dec 2009
| By
David Campbell
The Asquith & Partners founder on how his childhood dreams have come full circle
08:00 | 10 Dec 2009
| By
James Phillipps
Prospect Wealth Management’s star man on leaving the big boys and striking out alone.
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