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Cross-Border Views

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.

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’

Adviser profile: Claire Phillips of First Wealth

Despite plans to cut client numbers in half this year, Claire Phillips says First Wealth is committed to closing the advice gap and improving financial education

Adviser profile: Mark Insley of Ascot Wealth Management

Opening a South Africa office has been a gateway to new opportunities for Ascot Wealth Management. Never one to shy away from a challenge, managing director Mark Insley is looking to expand further.

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

Adviser profile: Tamsin Caine of Smart Financial

After being invited to join Smart Financial, Tamsin Caine has fended off fractures in the firm and tackled work and life in equal measure.

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

Adviser profile: Tom Wilcox-Jones of White Oak Financial Planning

Proud Welshman Tom Wilcox-Jones last year decided to escape the rat race and return home for the sake of his young family. With the help of former colleagues he has started a new chapter with White Oak Financial Planning.

Profile: defining the benefits of LDI for private clients

Peter Doherty recently went finance-sector viral after sharing his bracing views on investment consultants.