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.