Profile: Philbin on the opportunity explosion in fund selection
The veteran fund selector expains how his role resembles football management
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
Profile: defining the benefits of LDI for private clients
Peter Doherty recently went finance-sector viral after sharing his bracing views on investment consultants.
Profile: 'we are tiny but profitable'
Nick Hooper explains how he rationalised his client list when leaving Credo to set up London Investment Management
Profile: inside European Wealth's radical restructure
Ismail was just over a month into her new role when the company announced that it would acquire a US-based firm, and shed its ‘European’ branding.
Profile: Affinity’s Julia Warrander on the importance of diversity
'Sometimes there are 10, sometimes 20 people around a table and, more often than not, I’m the only woman,' says the Affinity Wealth co-chief investment officer
Profile: how Raymond James Leeds has flourished
Preparing for his interview with Wealth Manager, Rupert Forrest has done some research on Yorkshire
The 53 wealth managers we profiled in 2017 part I
All of the names - from firms large and small - that we interviewed this year.
Profile: the evolution of WH Ireland through its buy list
The evolution of WH Ireland may be epitomised by the career of its research boss
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
Standard Life Aberdeen: 'rapid move to a simple future'
It may have caught the market by surprise, but brokers have welcomed Standard Life Aberdeen's 'sensible' decision to offload its insurance business.
How firms ensure fund managers don’t break rules
The departure of star manager Philip Rodrigs from River & Mercantile due to ‘conduct issues’ last week came as a shock.
Danger! The products that worry wealth managers
With market volatility back, wealth managers discuss the investment products that concern them most.