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The A-Z guide to our Wealth Manager cover stars
by David Campbell on Aug 16, 2013 at 00:01
In this trip down memory lane, Wealth Manager brings you the alphabetic guide to the colourful characters we've profiled over the last four and a bit years.
A is for…
Michael Azlen of Frontier Capital, interviewed in January 2010.
Something of a peculiarity in the world of wealth management, Azlen left the lucrative hedge fund industry for the more humble (if less volatile) world of private clients
B is for…
Lord Anthony Balniel, then of Johim (now JO Hambro Capital), interviewed in October 2009.
Even in the rarefied air of wealth management, a bona fide Lord is unusual.
One of the financial pioneers of the move westward into what is now the solid hedge fund territory of St James’, Balniel is a Hambros veteran. Since the profile took place he has moved onto his third variant of the company, having been poached from Johim to join JO Hambro Capital Management
C is for…
Richard Charnock of SLW, interviewed in January 2012
The Napoleon of post-RDR financial services, Wealth Manager interviewed Charnock in the sector’s nearest equivalent to the imperial pomp of Versailles – the 34nd floor of 30 St Mary Axe (one of two floors of the building occupied by Standard Life Wealth).
Charnock was in expansive mood, explaining how his troops intended to sweep through the Iberian peninsula while mopping up the remains of the Austrian empire to the east. Sorry, that should read: consolidate the adviser outsourcing market around the Gars brand
D is for…
Neil Darke of Cannacord Genuity, interviewed in May 2013
Darke was interviewed as the former Collin Stewart Wealth Management emerged from its chrysalis as the bright, shiny Cannacord Genuity Wealth Management.
He explained the transformation as the final stage of a six year evolution beneath his management which saw the business evolve from just 20% UK based to closer to 40%, while doubling in size
E is for…
Simon Evans of NWA, interviewed in September 2010
Already delighted to be interviewing the founder of a company which shared its name with seminal 1980s rap group NWA, Wealth Manager was even more cheered to discover the company had only settled on the name after it discovered the Nean in its first choice - Nean Wealth Advisory - had an obscene meaning to its Far Eastern clients.
Puerile laughs aside, the urbane veteran banker had interesting insights to share on the latest research in psychometric testing in family office advice
F is for…
Daniel Faulkner of Rathbones, interviewed in March 2012
Rathbones Brum boss – although on the basis of the monochrome pictures produced by Wealth Manager’s photographers, a casting call to star in the next Twilight spin-off is surely not far away.
Until Hollywood picks up the phone however, Faulkner explains how he is casting his brooding charms over the advisers of Wales and the Midlands.
G is for…
Ben Gutteridge of Brewin Dolphin, interviewed in November 2011
Brewin’s fund research supremo proved a hard man to pin down, but once we had he more than repaid the effort, giving us the inside line on how the company’s £25 billion collective portfolio was invested
H is for…
Nick Hungerford of Nutmeg, interviewed in May 2013
Wealth manager to a client base of funky, attractive 20-somethings who like wearing woolly hats indoors, designer stubble and using their laptops in public places – at least that’s the impression we got from the company’s adverts, omnipresent on London transport this year.
Our more in-depth take revealed a thoughtful mix of pinstripe and Silicon Valley sandals with a genuinely innovative business model and an interesting take on democratising financial services
I is for…
Mark Ingram of Hargreave Hale, interviewed in September 2010
Bringing a touch of pro-golf stardust to small-cap stock picking is Professional Golfing Association member Ingram – who in turn is keen to associate himself with the Hargreaves magic, walking the links in company-branded sportswear and driving a car with a Hargreaves Hale ad on the side.
The fact that his boss Giles Hargreave plays with a very respectable 14-handicap probably helped cement the relationship.
J is for…
Robert Jukes of Cannacord Genuity Wealth Management, interviewed in September 2012
Cannacord Genuity’s cerebral young investment manager is on a mission to put a stake through the heart of modern portfolio theory, which despite its apparent demise in 2008 will just not stay dead.
One of the architects of the company’s risk-weighted Remap portfolio service, he explains what it takes to be the investment world’s Abraham Van Helsing
K is for…
Hector Kilpatrick of Cornelian, interviewed in January 2013
The Cornelian manager didn’t look delighted to be standing out in the Edinburgh rain being photographed during one of the bitterest winters in living memory, but coming from SVM he is no doubt used to volatile conditions.
Reflecting on his initial career in aquaculture, the profile is notable for the deathless (and possibly mordantly Scottish) line ‘I realised there was more to life than fish’.
L is for…
Michael Lally of Thesis, interviewed in April 2013
As we pointed out at the time, were Werthers Originals to seek a younger replacement for the grandfather in its advertisements, they could do worse than the mild-mannered and avuncular Lally.
He talked about his somewhat unlikely role as company enforcer and the allocation of his Optima Bond fund
M is for…
Charles Mackinnon of Thurleigh, interviewed in January 2009
In many ways the granddaddy of them all, our first ever coverstar back in January 2009 more than four years ago, before the editorial board of Wealth Manager became gaunt, hollow-eyed and cynical beneath the burden of thematic reviews and section 166 requirements.
Reports indicate that the years have been kinder to Mackinnon.
N is for…
Kate Nathoo of Thesis, interviewed in March 2011
In a still male-dominated industry (eagle-eyed readers have will noticed that A-M were all chaps), increasing the numbers of ladies on the cover of Wealth Manager has always been an aspiration.
Thesis regional head Nathoo explained why money and not sex is now Britain’s biggest taboo and why wealth managers get to ask the questions others only dream of
O is for…
Bill O’Neill then of Bank of America Merrill Lynch (now UBS), interviewed in May 2010
At the time recently installed as BoAML Wealth Management’s chief investment officer for Europe, Middle East and Africa and at that point the nearest we had got to an investment celebrity, with his own subject page on Bloomberg’s website and everything.
Using the then cutting-edge reference to Icelandic volcano Eyjafjallajökull – at the time downing air flight across Europe – he explained why much of his job is black swan hunting.
P is for…
Marco Pabst of ACPI, interviewed in May 2012
Much like Jayesh Manek, Pabst got his start in investment after winning a stock-picking competition. Unlike Manek, he does not appear to be an elaborate postmodern joke on fund management.
Like Manek he got his start managing his own investment business. Unlike Manek he did not receive millions from an unusually star-struck John Templeton, instead scraping together the savings of his student friends, a strategy which he wisely realised was not the foundation of a long-term career.
So to recap, not much like Jayesh Manek
Q is for…
Quintin Ings-Chambers, then of Barings, (now Brown Advisory), interviewed in May 2009
Described by the Telegraph as ‘excellently named’ and who are we to argue with that verdict?
In an ever-so-slightly gushy profile Ings-Chambers relived some of the hairier moments of the great crash of 2008, then still fresh in City folk-memory. For those now nostalgic for the mid-00s, he also explains how RPI+5% seemed like a reasonable cautious return aspiration.
R is for…
John Redwood of Everclear, interviewed in September 2010
The Thatcherite roughrider famously described as a ‘Vulcan’ by Matthew Paris agreed to be interviewed on the condition we would stick to his life outside Westminister.
But even then he couldn’t resist talking about the global wave of privatisation he rode in the 1980s and the ‘gradual process of gentrification’ which took him from working class roots to a ministerial portfolio.
S is for…
David Scott of Vestra, interviewed in September 2009
Scott appeared unruffled after a year which included both blistering disputes with former employer UBS following a mass-exodus he led from the company, and the implosion of the financial system.
After the departure this year of several senior executives, the company may have found that the hard day-to-day work of running a business was ahead of it. But at the time we rightly paid tribute to his steering the launch of the business through such an inauspicious birth.
Due to a clerical error, Scott’s interview does not appear to have made it onto the Wealth Manager website but is hosted via Vestra at the link below
T is for…
Peter Thomson, then of Taylor Young (now Rathbones) interviewed in January 2011
Sole holder of the (potentially dubious) distinction of having been profiled in both Wealth Manager and its predecessor title, Citywire Funds Insider. Interviewed either side of the credit crisis, Thomson opened up about the trials of a ‘very bad’ period for the company and how he was rebuilding assets
U is for…
Joe Ujobai of SEI, interviewed in November 2009 (interviewed and pictured on left above with colleague Al West)
There is no getting around the fact that the most arresting thing about this interview were the pictures of Ujobai and colleague Al West with some of SEI’s remarkable – in every sense of the word – contemporary art collection.
But that is not to take away from the profile, in which the displanted American explained how a planned two years in Europe had become 10 and some of his plans for distribution
V is for…
Karen Vidler, then of Fund Intelligence (now running sister company AV Trinity) interviewed in July 2010
Pictured on the cover of the magazine (sadly not online) with what was either a very large Rottweiler or small, scary looking horse, which is surely the subject of legend in Vidler’s local post sorting office.
In what now feels a more innocent time, Vidler explained her adviser outsourcing model in terms of relative novelty, rather than as the bandwagon on which all sector chief executives must jump.
W is for…
Simon Walker of Quilter Cheviot, interviewed in August 2012
Formerly a big wheel at Tilney and now head of regional development in the north west for the combined Quilter Cheviot group, Walker took a (justified) pop at the industry traditionalist ‘old guard’ for doing nothing more than obsessing over the back pages of the FT.
Not that being at the forefront of the new school has always been plain sailing; he also took it on the chin about some of the more modish hedge and property products he has been involved with
X is for…
In this instance, X stands for lame holding page
Hands up, this one defeated us. Even in an industry as disproportionately represented by former aristocracy as wealth management, we have yet to come across a Xavier.
If your name begins with X and you would like to appear in these pages, please do consider this an open invitation to get in touch
Y is for…
Tony Yarrow of Wise Investment, interviewed in March 2011
If the OED didn’t already have a picture of Yarrow as its definition of the term ‘silver fox’, then they surely amended the 2012 edition following publication of our interview.
The former farmer and bee hive salesperson chatted to us about what he got wrong and why in 2007 and poaching his son Hugh from Rathbones
Z is for…
Olivier Zucker of Zucker & Co, interviewed in September 2009
Finally, after a long and exhausting slog through the Latin alphabet, we come to Olivier Zucker. Well done for making it this far!
The former Barclays Wealth director and carpet dealer on his second time round as a boutique adviser and why he is making a virtue of a ‘no scalability and revenue intensive’ business.