his week, eschewing the fine dining I may have been getting a little too used to, I undertook a challenge – with the help of Brooks Macdonald regional director Claire Bennison – and marked my very first instance of Challenge Anna.
Aon Hewitt company McLagen has acquired wealth management consultancy Scorpio Partnership.
‘If we see a process change because markets aren’t working for the manager. That can often be a sell signal for us,’ says Paul Surguy
This week I had my first taste of the international side of financial services, writes Libby Ashby.
In this unique event Citywire teamed up with BNP Paribas to offer APECI, a French body of financial advisory firms, an insight into the impact of UK regulation on our readers' professional lives.
This week I found myself mixing with an eclectic group of the brightest and best young professionals in London at the Your Professional Forum networking event, writes Libby Ashby. It was held at the impressive Honourable Artillery Company’s (HAC) Armoury House on City Road.
Now that Hallowe’en and Guy Fawkes Night have been and gone, it is time to see what’s next on the agenda before the Christmas party season starts, writes Libby Ashby.
Food aficionados might read what follows with caution, writes Anna Dumas. Before meeting Andy Brown, investment director at M&G for lunch, he assured me that his chosen venue was famous for producing ‘the best Halibut and Red Leicester sandwiches’ you can find.
We are thrilled to introduce a new recruit to the Audience Development team: Libby Ashby, who this week begins her travels ‘On the Road’, meeting members of the discretionary wealth management community. We put Libby in the hotseat, to hear about how she found her way to Wealth Manager.
Our Top 100 project provided us with a unique opportunity to explore whether regulation and a desire for scale among wealth managers is making it harder for up-and-coming funds to survive.
My last lunch involved fish and chips and a pint in a hidden pub in the centre of Bristol, writes Anna Dumas. This week’s instalment in my culinary tour of the UK wealth management industry brought me to the other end of the pub dining spectrum, meeting Tony Yarrow, director of Wise Investments at the Wild Rabbit, or as the Daily Mail prefers to call it ‘the poshest pub in Britain’.
The acquisition of Cazenove Capital has resulted in a significant mark up in revenue within Schroders' asset and wealth management businesses.
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