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Making a speciality of
serving US citizens

Special tax reporting requirements for US citizens have made some institutions wary of serving them, yet some have chosen instead to make this a speciality. In this exclusive interview, Mary-Anne Daly, UK Chief...

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KW Wealth: Putting financial planning front and centre

David Inglesfield, Head of Wealth at KW Wealth, explains why his firm is different by virtue of being a financial planning firm foremost, and one which puts its role as a steward of wealth first. What is KW Wealth’s history and how does it stand now in terms of its UK presence and client base? David: KW...

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Brown Shipley: Providing comprehensive wealth solutions across the UK

Andrew Butler–Cassar, Head of London office, explains how – as a regulated bank – Brown Shipley is able to combine financial planning, investment management and lending to offer clients a truly comprehensive wealth solution.What, in...

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Ruffer: A wealth manager putting capital preservation front and centre

Kevin Smith and Sophie Burke-Murphy, Investment Managers at Ruffer, explain why their firm favours an offsetting balance of growth and protective assets to help clients weather market storms and achieve robust returns.What is Ruffer’s history...

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Kleinwort Hambros: Bringing together two of private banking’s most venerable brands

Low interest rates, global uncertainty and Brexit concerns are leading wealthy clients to private banking – so says Andrew Wheeler, Head of Business Development at Kleinwort Hambros, which reports a rise...

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Santander Private: A high Street giant fully enters the wealth management fray

Charlotte Platts, Head of Private Banking at Santander UK, tells findaWEALTHMANAGER.com about the type of client Santander Private is targeting and why she believes her firm stands out in a hotly-contested market.What drove the recent launch...

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Tribe impact capital:
Helping investors do well and do good

Harry Catchpole, Partner at Tribe Impact Capital, explains how – by helping clients invest in well-run businesses that are addressing global challenges – his firm is helping its clients do well and...

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Blu Family Office: Diversifying investment risk, rather than trying to predict the future

Christian Armbruester, Chief Executive of Blu Family Office, explains why his firm eschews traditional strategic asset allocation approaches, focusing instead on diversifying across four key types of investment...

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Brown Advisory: A high-conviction investment manager holding “Best Ideas” long term

Edward Chadwyck-Healey, Head of International Private Clients at Brown Advisory, explains why a high-conviction – yet flexible – investment approach is one of the hallmarks of the firm.Brown Advisory is a firm that investors may...