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