Before catching up with Scotland’s wealth management elite at our inaugural Citywire Wealth Manager Forum Scotland, I popped up to Edinburgh for lunch with Thomas Miller’s head of private client investment management, Harry Morgan, at Wildfire, writes Anna Dumas.
After battling the elements in the recent relentless storms, I made it to the heart of the City, Lombard Street, to meet Matthew Hunt of Prospect Wealth Management, writes Libby Ashby.
It was an alliterative experience for me this week as I made my way to the West Country to sample the self-acclaimed ‘best burgers in Bristol’ with Simon Brett, CIO at Parmenion, writes Anna Dumas
After announcing the shortlist for Scotland and Northern Ireland yesterday, we reveal the frontrunners for the North in next month's Citywire Regional Star Awards.
This week, I visited the Berkeley Square offices of B Capital’s Lorne Baring, reports Libby Ashby.
Rare steak, velvety Malbec and a catch up with Brown Shipley’s fund analyst and multi-manager Simon Nicholas was on the menu for me this week, as we headed for lunch at Gaucho in the City, writes Anna Dumas.
Here are more pictures from our first event of the year, which saw us bring together the key wealth figures in Scotland to grill some of the UK’s top fund management talent.
In 2010, Wealth Manager listed the top 10 most interesting boutiques in the industry in an online gallery, writes Libby Ashby.
Just off London’s bustling Oxford Street you can find Roka, on Charlotte Street. Here I had lunch with Wealth Manager’s Top 30 under 30 alumnus, Camilla Carson of Quilter Cheviot, writes Anna Dumas
In our first event of what promises to be an action-packed year, we brought together the key wealth figures in Scotland and top fund management talent to discuss the major issues for 2014.
The branch will provide banking, investment and wealth advisory services to private clients and represents and expansion of its presence in Hampshire, where it has an established Bournemouth office.
This week I headed to Marylebone for lunch with one of the most distinguished women in the discretionary investment community, Dr Ana Armstrong of Armstrong Investments at Spanish restaurant du jour, Iberica, writes Anna Dumas.
Meet the Team
Wealth Manager Events
|4 & 5 March||Wealth Manager Conference and Awards|
|25 & 26 April||South West Retreat|
|16 & 17 May||Private Client Manager Retreat|
Contact Ela Czuruk, firstname.lastname@example.org to sign up