It can be very helpful when a wealth manager describes their ethos and approach in their own words, explains Wendy Spires, Director of Content and Research. Thousands of affluent individuals visit findaWEALTHMANAGER.com each month for a fast and free way to find the right wealth manager for their precise profile and needs. While there is […]
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Social media and the internet, as with most industries, are changing the landscape of financial services. This is a good thing in all intents and purposes: the industry is archaic in its practice and complicated in its application. As I recently wrote, social media makes understanding money and finances more accessible, and makes engaging with […]
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How would you describe Vestra Wealth’s approach towards devising an investment strategy for clients? Why is it different? Every client is different so we spend a lot of time finding out about the client, their appetite for risk and their aspirations – that’s not only their financial ones but also their future plans, ambitions and […]
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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 […]
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