Latest News - Eleanor Mahmoud
Passive funds and chocolate: 5 DFMs Lent sacrifices
We ask 5 wealth managers what they're choosing to give up for Lent - both on a personal level and an investment basis
Pub Club: At the White Horse with Close Brothers Asset Management's Matthew Stanesby
Eleanor Mahmoud catches up with Matthew Stanesby, investment director at Close Brothers Asset Management in London, over some pub food
Epoch Wealth Management, the Bath-based firm collecting charity work on more than one count
As part of our regional focus, we speak to Bath's Epoch Wealth Management to hear what they are up to on the charity front - both client wise and personally.
Regional footprints: the future of five firms in the South West
This week we turn our attention to the South West, where we caught up with five wealth managers to learn more about their past, present and future.
My biggest love: investments that melted wealth managers' hearts
Love should be constant, producing great returns, so we asked seven wealth managers to reveal their biggest investment loves on Valentine’s Day.
Pub Club: At The Tokenhouse on Burns Night with James Burns
Eleanor Mahmoud meets James Burns, Smith & Williamson for lunch in the City
Referendum II? Six wealth managers' views on Brexit
Despite reservations about the path Brexit is taking, a second referendum is not the answer, according to our readers.
Bitcoin chatting cabbies! What bugs three wealth managers
Reality TV ‘stars’, the correlation between economic growth and equity returns and postcode snobbery are also among this week’s bugbears
Office Spotlight: Standard Life Wealth, Bristol
Pub Club: At Singer Tavern with Rathbones' Robert Szechenyi
What is the best way to pay wealth managers?
WH Ireland recently joined Charles Stanley in paying its wealth managers based on performance rather than revenue.
Iress: a grand technological wealth design
Efficiency is too often seen as an end in itself, when in reality it should be a natural outcome of a broader approach, writes Richard Ross, digital product manager at Iress.
Mifid II conundrum: how do managers value good research?
A number of brokers, including WH Ireland, have been able to put out their research for free.