Profile: JM Finn on why the future is with financial planners
There is a lot of work on pension consolidation and Sipps have been a big driver there, says JM Finn chief executive
Profile: RC Brown's father and son team on generational change
‘I only go to the office once or twice a week now,’ says RC Brown founder and chair Bob Brown.
Profile: Kleinwort Hambros' boss on how to manage five banks
Welding together Kleinwort and Hambros – two of Britain’s most historic banks, founded in 1786 and 1839 respectively – was always going to be a challenge.
Profile: Thomas Miller explains its post-restructure plans
Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things
Profile: the $15bn bridge from London to Asia
It is rare that a deal only takes four weeks to complete
Profile: Walker Crips explains why the only way is Essex
Given it is in Zone 6 and only a stone’s throw away from London, one might ask why Walker Crips needs an Epping branch.
Profile: Rathbone's Newcastle boss on the road to £1bn
Starting from zero assets on day one, Rathbone's Newcastle team now looks after just over £400 million in clients money
Profile: from managing Brunei’s billions to Dorking’s pension pots
Mole Valley Asset Management's boss on why he chucked in multi-billion mandates for Surrey wealth management
Profile: Weatherbys' Edinburgh boss on making waves in Scotland
Weatherbys' Scotland boss explains how he is making waves north of the border
Profile: Newscape's odd couple on their complementary contrasts
Professional partnerships are frequently built on a shared worldview.
CISI slams FCA plan to scrap Approved Persons Register
The Chartered Institute for Securities & Investment (CISI) has criticised the Financial Conduct Authority’s (FCA) plans to limit the scope of the Financial Services Register.
Is the auto industry the next ‘Big Short?’
Randeep Grewal, portfolio manager of the Trium Opportunistic Equity fund, explains why he believes the auto industry is the next big short.
How to make a compensation payout last a lifetime
Making sure personal injury compensation money lasts without taking huge risks poses big challenges.