Investment views from leading wealth professionals and topical opinions on current wealth matters
Martin Baines, Chief Executive of Quilter Cheviot, explains his firm’s history and its approach to serving a client base with a very broad range of investment management needs. Can you please briefly describe Quilter Cheviot’s history and how the firm now stands in term of its UK presence? Our heritage dates back to 1771 when […]
Read Article
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 Article
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 […]
Read Article