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Profiles

Profile: why IFAs are succeeding where wealth managers fail

Two former Hargreave Hale staffers left following its purchase by Canaccord, but insist their move was due to a long term structural industry shift

Coverstar club: wealth managers we grilled in 2018 - part 1

We featured more than 60 wealth managers from the length and breadth of the UK on our cover last year

Profile: why the world of wealth is fracturing

The problem with wealth management, according to Robert Paul, London & Capital’s youngest ever partner, is that it is very antiquated.

Profile: why Charles Stanley tested low-cost fee tolerance with price hike

Competition has never been fiercer in online wealth management.

Profile: 'it's important clients know we are in it together'

'Get your hands dirty’ is the advice Charlotte Aspinall, head of investment management at Hurley Partners, gives newcomers to the industry.

Profile: Nutmeg - 'we don't want to become an advice giant'

Nutmeg’s Lisa Caplan: 'we don’t want to become an advice giant.'

Profile: The company bringing quantitative investment to the masses

You want esoteric? These guys can build it.

Profile: how millennials and Gulf cash are remaking this private office

LJ Partnership is not your typical small family office: straddling four continents, the business boasts an interesting shareholder list.

Profile: a slumbering regional wealth giant wakes up

Newell Palmer doesn't yet have a national reach but is happy building a regional power house

Profile: how Rathbone Greenbank caught the ESG client wave

From fighting against modern slavery to holding companies to account on their carbon footprint, the Rathbone Greenbank Investments team has a lot on its plate.

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