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Profiles

Profile: Philbin on the opportunity explosion in fund selection

The veteran fund selector expains how his role resembles football management

Profile: UBS' robo boss on what his tween can teach the industry

Co-head of UBS SmartWealth Shane Williams explains the simple life lessons missed by the first wave of robo pioneers

Profile: defining the benefits of LDI for private clients

Peter Doherty recently went finance-sector viral after sharing his bracing views on investment consultants.

Profile: 'we are tiny but profitable'

Nick Hooper explains how he rationalised his client list when leaving Credo to set up London Investment Management

Profile: inside European Wealth's radical restructure

Ismail was just over a month into her new role when the company announced that it would acquire a US-based firm, and shed its ‘European’ branding.

Profile: Affinity’s Julia Warrander on the importance of diversity

'Sometimes there are 10, sometimes 20 people around a table and, more often than not, I’m the only woman,' says the Affinity Wealth co-chief investment officer

Profile: how Raymond James Leeds has flourished

Preparing for his interview with Wealth Manager, Rupert Forrest has done some research on Yorkshire

The 53 wealth managers we profiled in 2017 part I

All of the names - from firms large and small - that we interviewed this year.

Profile: the evolution of WH Ireland through its buy list

The evolution of WH Ireland may be epitomised by the career of its research boss

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

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