Profile: unbuttoning Thomas Miller’s investment process
It has been an interesting few years at Thomas Miller Investment
Profile: meet the wealth business offering portfolios for £1
Robo adviser Wealthify has made a bold gamble which it believes will open up entirely new audience for its services
Profile: Beaufort's high-flying CIO on climbing to £2.5bn
From getting his pilot’s licence in just 21 days to cramming his investment management qualifications into a single year Stewart Murray likes to get things done quickly.
Profile: change is the only constant for Quilter Cheviot
This is not the first time we have profiled David Miller, but at the time of his previous appearance his company looked very different.
Profile: from Batman Live to commodity beta
Charteris may be a family affair, but the company is not at any risk of turning sentimental
Profile: Scalable Capital is the name, but not the challenge
Changing the face of financial services is clearly the goal at Scalable Capital
Profile: building the four pillars of Progeny Group
The Leeds-based former adviser has retooled as a full-spectrum wealth firm in recent years, and now has big plans for expansion
Profile: MoneyFarm's CEO on creatively disrupting wealth
Moneyfarm is on a mission to disrupt wealth management, but many of its challenges are likely to be relatable to the old school
Profile: 'a lot of the hard work is done' says Charles Stanley
We’ve turned a corner, and there is positive momentum behind Charles Stanley says Charles Stanley's private client head
Profile: why Patronus Partners' founder left the only job he ever knew
'There was a definite idea of how things would work out over 12 months. When we look back, that was inaccurate'
Picton: what to expect from property in 2017
Picton Property Income CEO Michael Morris expects the asset class to deliver solid single digit returns this year, but warns there will be considerable variance between sectors.
Another ’08 could see Mifid II become counterproductive
Simon Ray, group chief operating officer at European Wealth, discusses how firms can start preparing for Mifid II changes.
Politically exposed persons: are they worth the risk?
Politically exposed persons (PEPs) are tricky to deal with, prompting many wealth managers to just avoid them, but if done right these clients can be a lucrative source of business.
What is the long term plan for robo wealth firms?
So what is the real endgame? Will robo-advisers be bought out by larger industry incumbents, or will they remain independent?