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Int Advisers And Wealth Mgr

Cullen refuerza equipo offshore con veterano de la industria

Cullen Funds, la gestora de fondos basada en Nueva York, contrató a un veterano de la industria.

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

Adviser Workshop: How to help clients plan for their child's wedding

Amyr Rocha-Lima and Lena Patel discuss the advice they offer to clients preparing for their children's big day

Adviser Profile: Helen Howcroft of Equanimity IFA

Helen Howcroft says going solo at Equanimity IFA was a huge learning curve. But possessing a strong work ethic and having overcome an acrimonious divorce, she is perfectly placed to advise her client bank

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: Thomas Miller explains its post-restructure plans

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

Profile: Sanlam's south west boss on the foundations of vertical integration

Since Finnigan joined the company via Sanlam’s purchase of Principal Investment Management just over nine years ago, the office which would become the core of the group’s south west team has more than doubled

Adviser Profile: Paul Hayden Jones and Graham Kilkelly of Hayden Kilkelly

Paul Hayden Jones and Graham Kilkelly are taking clients on a journey through time at Hayden Kilkelly, in a bid to explore deeper dimensions of planning

Profile stars share their top tips for business success

Check out the five top business tips from our 10 latest cover stars.

Adviser Profile: Andrew Goodwin and Cath Bowden of Truly Independent

After half a decade of relentless growth, Truly Independent directors Andrew Goodwin and Cath Bowden are refining their approach, focusing on talent retention and brand recognition.