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.
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
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.
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.
My meeting this week had an international feel as I met Robert Mizrahi, a senior vice president at Bedrock, writes Libby Ashby.
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.
Last week's Budget opened a range of potential opportunities for wealth managers. We find out how excited seven readers are about the changes.
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.
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.
The new office in Teeside will sit alongside the Sanlam Private Investments' three existing northern offices.
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.
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.
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