Lunch with Pamela Reid of Quilter Cheviot

by Anna Dumas on Apr 14, 2014 at 15:06

This week I headed to Bristol, battled through driving storms and turned up, completely sodden, at Bordeaux Quay, writes Anna Dumas. Here I dried off over a long lunch with Pamela Reid, executive director and branch manager at Quilter Cheviot.

Lunch with Thomas Becket of PSigma

by Anna Dumas on Apr 09, 2014 at 16:22

This week, it was the turn of self-acclaimed contrarian investor Thomas Becket, chief investment officer at PSigma to dine in the hot seat with me. writes Anna Dumas

The next generation of boutiques: Reyker

by Libby Ashby on Apr 01, 2014 at 17:20

For the final part of our series on boutique wealth management firms, I went to London’s Moorgate to meet James Chu and David Michael, respectively director and associate at Reyker, writes Libby Ashby.

On yer bike! wealth managers set for London to Paris charity cycle

by Libby Ashby on Mar 28, 2014 at 13:25

For a second year, wealth managers will be pushing themselves to the limit in a gruelling 500km charity cycle ride from London to Paris starting on 19 June.

The next generation of boutiques: Bedrock

by Libby Ashby on Mar 28, 2014 at 09:51

My meeting this week had an international feel as I met Robert Mizrahi, a senior vice president at Bedrock, writes Libby Ashby.

Lunch with Andy Hillery of Société Générale Private Banking Hambros

by Anna Dumas on Mar 31, 2014 at 16:07

It turns out that I picked the perfect time to dine with Société Générale Private Banking Hambros’ senior private banker Andy Hillery, as this summer he celebrates 30 years in the banking industry, writes Anna Dumas.

Pensions revolution: what it means to these seven wealth managers

by Libby Ashby on Mar 27, 2014 at 12:16

Last week's Budget opened a range of potential opportunities for wealth managers. We find out how excited seven readers are about the changes.

The next generation of boutiques: Arjent Wealth Management

by Libby Ashby on Mar 28, 2014 at 09:39

This week, continuing our series on boutique firms after a sustainable and ethical investing interlude, I met up with Arjent Wealth Management’s managing director James Hutson and head of investment management Daryl Grundy, writes Libby Ashby.

Lunch with Leigh Philpot of Kleinwort Bensen

by Anna Dumas on Mar 18, 2014 at 17:20

After a string of cosy, old-school lunches at classic City venues, Leigh Philpot and I decided that it was time to go somewhere undeniably and unashamedly trendy, writes Anna Dumas.

Sanlam PI hires ex-Brewin Dolphin quartet for new North office

by Elsa Buchanan on Mar 18, 2014 at 14:46

The new office in Teeside will sit alongside the Sanlam Private Investments' three existing northern offices.

Rathbone Greenbank celebrates its first decade

by Libby Ashby on Mar 27, 2014 at 16:03

It was a familiar journey for me this week as I made my way to Bristol, the university city where I graduated last year, reports Libby Ashby. I was meeting John David, head of Rathbone Greenbank.

Lunch with Willie Hartley Russell of Smith & Williamson Investment Management

by Anna Dumas on Mar 18, 2014 at 14:25

Libby and I enjoyed an ethical slant to this week’s meetings, writes Anna Dumas. For my part, this involved lunch with Smith & Williamson’s recent hire, Willie Hartley Russell, at Rowley’s in Mayfair.

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