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Profiles

Profile: 'launching our own office was so liberating'

The ex-Charles Stanley team at Raymond James Solent on why they struck out

Profile: unbuttoning Thomas Miller’s investment process

It has been an interesting few years at Thomas Miller Investment

Profile: meet the wealth business offering portfolios for £1

Robo adviser Wealthify has made a bold gamble which it believes will open up entirely new audience for its services

Profile: Beaufort's high-flying CIO on climbing to £2.5bn

From getting his pilot’s licence in just 21 days to cramming his investment management qualifications into a single year Stewart Murray likes to get things done quickly.

Profile: change is the only constant for Quilter Cheviot

This is not the first time we have profiled David Miller, but at the time of his previous appearance his company looked very different.

Profile: from Batman Live to commodity beta

Charteris may be a family affair, but the company is not at any risk of turning sentimental

Profile: Scalable Capital is the name, but not the challenge

Changing the face of financial services is clearly the goal at Scalable Capital

Profile: building the four pillars of Progeny Group

The Leeds-based former adviser has retooled as a full-spectrum wealth firm in recent years, and now has big plans for expansion

Profile: MoneyFarm's CEO on creatively disrupting wealth

Moneyfarm is on a mission to disrupt wealth management, but many of its challenges are likely to be relatable to the old school

Profile: 'a lot of the hard work is done' says Charles Stanley

We’ve turned a corner, and there is positive momentum behind Charles Stanley says Charles Stanley's private client head

Investment Trust video
Play Picton: what to expect from property in 2017

Picton: what to expect from property in 2017

Picton Property Income CEO Michael Morris expects the asset class to deliver solid single digit returns this year, but warns there will be considerable variance between sectors.

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