Rider profiles: Investec Wealth Management’s Nik Kidd and Carl Mitchell
There’s just under a month to go until the London to Paris charity bike ride. This week, I met up with two Investec wealth managers who certainly served to illustrate the breadth of the experience range of those taking part, writes Anna Dumas.
Experience is everything with investment and after suffering personal losses in the equity markets in 2009, Tideway Investment Partners’ James Baxter decided a new approach to portfolio management was needed.
Canaccord Financial underlined its growing influence in the UK and European wealth market with a 22% jump in assets under management (AuM) in the first three months of the year.
This week I had lunch with David Cowell, chief executive and founder of Myddleton Croft, writes Harriet Dodd. We were joined by investment director Patrick Toes and new sales and marketing director Julie Jones.
Our delegates were offered an insight from David Spiegelhalter, aka Professor Risk, before enjoying a spot of fishing and shooting as proceedings drew to a close.
Larger firms stress the need for a solid platform, buying power and a strong compliance team against a challenging backdrop for both growth and regulation. However, a recent study found scale may not be working to their advantage.
Sean Taylor, Deutsche Asset & Wealth Management’s head of financial intermediaries for London and the South East, has left the company along with five colleagues from the team.
This week saw I headed north to discuss London to Paris training with Adrian Maxwell of Rathbones Liverpool and Steve Scott of Brewin Dolphin Leeds, writes Anna Dumas.
As competition hots up in the adviser outsourcing market, a growing number of discretionary managers are calling for a level playing field on the disclosure of costs to clients.
Rathbones and Quilter are joining forces to develop guidelines to estimate the total costs of running discretionary portfolios.
This week the investment director at Rathbones helps me decide where I about where I should put my ISA
We’re now six weeks away from the London to Paris cycle, and our elite cyclists (riding in the fastest peloton) will be reaching the peak of their training.
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