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Cross-Border Views

Profile: MitonOptimal's portfolio boss on his 25 years of ethical investment

Paul Warner has been investing ethically for almost a quarter century

Profile: how career burnout led to a family office launch

I was burnt-out from a career in finance and had no desire to come back, says the founder of Blu Family Office

Adviser profile: Graham Wingar of Future Asset Management

When David Wingar appeared as a New Model Adviser® cover star in 2008, his son Graham was in the middle of an engineering degree at Cardiff University. A lot has changed since then.

Profile: Kevin Doran's formula for success at AJ Bell

From a degree in theoretical physics to teaching and becoming one of the youngest chief investment officers in the UK, Kevin Doran has certainly had an interesting career.

Adviser profile: David Philips and Steve Bennett of Wealth Design

David Philips and Steve Bennett want to cultivate a unique brand at Wealth Design, with a fresh approach to marketing, fees and acquisition

Michelle Hoskin: what makes a successful financial planning business?

What makes a successful financial planning business? That is one of the main topics we will explore in our upcoming New Model Adviser® Roadshow, which stops in Manchester, Glasgow, Chepstow, Bournemouth and London.

Michelle Hoskin: what makes a successful financial planning business?

What makes a successful financial planning business? That is one of the main topics we will explore in our upcoming New Model Adviser® Roadshow, which stops in Manchester, Glasgow, Chepstow, Bournemouth and London.

Adviser profile: Martin Cawley of Devonshire Wealth Management

Martin Cawley of Devonshire Wealth Management says cashflow modelling still marks new model firms out from the majority of UK advisers.

Adviser profile: Sharon Sutton of Thornton Chartered Financial Planners

Former Commonwealth Games competitor Sharon Sutton loves a challenge.

Profile: How Julius Baer plans to win UK wealth

Julius Baer has embared on a hiring spree to fuel its ambitious UK expansion plans.