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Profiles

Profile: how this boutique beat the big guns of wealth

This small west country offshoot of a local IFA scooped a 2018 Citywire award from beneath the noses of the national challengers

Profile: how five Towry alumni are breaking the mould

Lockhart Capital Management has grown faster than its founders imagined when it opened its doors in late August 2017.

Profile: £4bn Tatton AIMs for success

After going public last year the company is now set on catching up with the listed big guns of discretionary fund management

Profile: how ex-Brooks duo built a boutique on a shoestring

Leaving a job as London head of one of the best-known wealth managers to set up a business with no funding and no clients may be a daunting 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’

Profile: AFH Financial on how it plans to hit £5bn

There really has been no better time for making acquisitions.

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

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

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