Profile: Kevin Doran's formula for success at AJ Bell
From a degree in theoretical physics to teaching and becoming one of the youngest chief investment officers in the UK, Kevin Doran has certainly had an interesting career.
Profile: how this Swiss bank has doubled UK business since 2016
Over a decade on from launching Coutts’ Private Office, Duncan MacIntyre has been tasked with building Swiss private bank Lombard Odier’s UK division.
Profile: 'the hard part of a launching a business is deciding to do it'
Going the extra mile for a client is usually just a figure of speech
Profile: Psigma's MPS architect on how to win the regions
Few wealth managers would recommend day trading as an investment strategy
Profile: how this boutique beat the big guns of wealth
This small west country offshoot of a local IFA scooped a 2018 Citywire award from beneath the noses of the national challengers
Profile: how five Towry alumni are breaking the mould
Lockhart Capital Management has grown faster than its founders imagined when it opened its doors in late August 2017.
Profile: £4bn Tatton AIMs for success
After going public last year the company is now set on catching up with the listed big guns of discretionary fund management
Profile: how ex-Brooks duo built a boutique on a shoestring
Leaving a job as London head of one of the best-known wealth managers to set up a business with no funding and no clients may be a daunting challenge
Profile: How Julius Baer plans to win UK wealth
Julius Baer has embared on a hiring spree to fuel its ambitious UK expansion plans.
Profile: why GWM believes in life after Lloyds
Lloyds Private Banking duo Chris Payne and Tom Milson left the company two years ago after deciding to act on their belief that ‘we could do it better’
Counting the cost of Dauriac v Caudwell
Who is really the winner of this whole ordeal?
Exclusive: MPS hasn't killed off client-facing managers
If you thought centralising investment functions at wealth firms would mean the death of client-facing investment managers in favour of relationship managers, think again.
MPS spotlight: how Whitechurch was able to slash charges
Whitechurch Securities has become the latest to slash the charges on its managed portfolio service (MPS).