Should I Choose a Boutique or a Big Brand Wealth Manager?
Boutique or big brand is a key question in your search for a wealth manager. Weigh up the the factors that might sway you with this handy tour of the issues.
Active versus passive investing –
A quick guide
The “active versus passive investing” debate is one of the longest running in investment management and there is a lot to be said on both […]
Where cost-effectiveness and cutting-edge technology get top billing
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. […]
Women and the changing
financial landscape
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 […]
A global investment business with a broad client base
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 […]
Combining the strengths
of two venerable institutions
Kate Leppard, Deputy Head of Wealth Management for Cazenove Capital Management tells us the history of her firm’s merger and what they can do for […]
Know when it’s
time to change
wealth manager
Wealth management is about long-term relationships, but clients should know the time for a change if they aren’t 100% happy explains Wendy Spires. A large […]
Guide to private equity
While not everyone will be familiar with its workings, the UK private equity industry is undoubtedly big business. Every year private equity firms (and to […]
Missed out on pensioner bonds?
Set your sights higher…
If you missed the scramble for NS&I pensioner bonds, there are investment alternatives if you take proper financial advice, explains Wendy Spires. News abounds of […]