• All
  • Featured image for “Why are there so few female Financial Advisors?”

    Why are there so few female Financial Advisors?

    Female advisors Sue Zanzarella & Deborah White from Charter Financial Planning give their thoughts on why there is still a…

    Kelly Biggar

    Featured image for “Growing a Wealth Management firm in an uncertain market”

    Growing a Wealth Management firm in an uncertain market

    While the obvious strategy in uncertain times might be to take a conservative approach, it may well prove prudent to…

    James Fleming

    Featured image for “James Fleming joins Fram Search as Industry Adviser”

    James Fleming joins Fram Search as Industry Adviser

    We are delighted to announce the appointment of James Fleming as an Industry Adviser to Fram Search. James was Head…

    Fram Search

    Featured image for “The high income, own nothing, wealth manager”

    The high income, own nothing, wealth manager

    The wealth management industry has been an unlikely beneficiary of the pandemic; Investment Managers, Financial Planners, and Private Bankers have…

    Kelly Biggar

    Featured image for “What is the future of financial planning?”

    What is the future of financial planning?

    Simon & Kelly contributed this article on the future of financial planning to Wealth Tribune – they discuss understanding the…

    Kelly Biggar

    Featured image for “SFO to MFO – holy grail or achievable if you avoid the pitfalls?”

    SFO to MFO – holy grail or achievable if you avoid the pitfalls?

    Many family offices have aspirations to transition from being a single family office to being a multi-family office. On paper…

    Simon Roderick

    Featured image for “Interview with David Hazelton, Business Coach”

    Interview with David Hazelton, Business Coach

    We spoke to Business Coach, David Hazelton, about growth, strategic planning, and Bill Gates! Whilst we discuss wealth management, it’s…

    Fram Search

    Featured image for “Interview with James Fleming – former CEO of SandAire multi-family office”

    Interview with James Fleming – former CEO of SandAire multi-family office

    Our MD, Simon Roderick, was delighted to be joined by James Fleming, the former CEO of the multi-family office Sandaire.…

    Fram Search

    Featured image for “Market update – Wealth Management – 22nd Oct 2020”

    Market update – Wealth Management – 22nd Oct 2020

    In our latest market update, MD Simon Roderick focuses on what we are seeing in the wealth management market.…

    Fram Search

    Featured image for “Governance, Flexibility, and the Family Office”

    Governance, Flexibility, and the Family Office

    Of the many complexities for wealthy families, a clear one is that there is wealth to be divided, to provide…

    Simon Roderick

    Featured image for “Self-Employed Financial Adviser – is it right for you?”

    Self-Employed Financial Adviser – is it right for you?

    Well nobody can tell you what’s best for you, and everyone’s circumstances are different. That said, there is much to…

    Kelly Biggar

    Featured image for “Private Client Investment Management – Understanding who you need to hire”

    Private Client Investment Management – Understanding who you need to hire

    The investment management industry always had an underlying problem that I feel is a barrier to their organic growth and…

    Simon Roderick