Vestra Wealth was launched just as the financial crisis was starting to bite. What inspired the firm’s founders to set-up a new wealth manager at such a turbulent time? When David Scott [senior partner and founder] set up the firm in 2007, he had seen a lack of care by some of the large global […]
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Duncan Stratford, Head of UK Front Office at Canaccord Genuity Wealth Management (UK and Europe), explains his firm’s approach to serving a wide range of clients with very different needs. Can you briefly describe Canaccord Genuity’s history and how the firm now stands in terms of its UK presence and client base? Canaccord Genuity Wealth […]
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Ian Scott, Head of Wealth Planning, outlines Arbuthnot Latham’s approach to wealth management and what he sees as the firm’s biggest strengths. Can you tell our users a little about the history of the bank and its wealth management offering? If we look at the history of the bank, we go back to the 1800s. […]
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Lee Dooley, Managing Director, explains how Tilney Bestinvest came to have comprehensive coverage of the UK regions and why the firm’s broad offering means it can cater to all kinds of investors. The amalgamated firm, Tilney Bestinvest was ‘born’ this year. Can you tell our users a little about the history of the two firms […]
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