Investment views from leading wealth professionals and topical opinions on current wealth matters
Justin Urquhart Stewart, one of the co-founders of Seven Investment Management, explains his firm’s approach to building cost effective portfolios for a diverse range of clients. Seven Investment Management was launched by seven industry veterans back in 2002. What was the rationale for founding the firm? The seven of us got together because we were extremely […]
Read ArticleRamzy Rasamny explains Plurimi Wealth’s offering and why its style of independent advisory investment management appeals to international entrepreneurs in particular. He is the chief executive and co-founder of the Plurimi Group after a 25-year private banking career with some of the world’s largest institutions. Can you briefly describe Plurimi Wealth’s history and how the […]
Read ArticleVestra 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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I wrote an article about the growth of the “She-Economy” and as such why women and financial life planning is such an important part of its continued growth and dialogue. As any wealth manager or financial coach will tell you – it’s not simply about how much you earn but what you do with it. […]
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