Of the many complexities for wealthy families, a clear one is that there is wealth to be divided, to provide…
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…
Simon Roderick
A route to growth – hire a team?
A number of firms were on the hunt again for assets by increasing their front office headcount pre-COVID, and after…
Simon Roderick
What makes a good Investment Analyst?
We’ve seen a real growth in roles in Investment Analysis of late. Here are some of the key things firms…
Simon Roderick
Wealth Management post Covid – the need for speed
What a roller coaster we’ve been on since mid-March. Emotionally, economically, and at a societal level, we’ve gone from the…
Simon Roderick
Growing a successful investment boutique or family office
We are often asked to assist family offices in achieving their long-term plan through hiring experienced professionals. This gives us…
Simon Roderick
Wealth Management Salary guidance – how long is a piece of string?
Headline salaries don’t seem to have moved much since the credit crisis, which means a drop after inflation.…
Simon Roderick
Why culture and career development matter at a family office
The world of family offices is often thought of as the pinnacle for many within the wealth management industry, but…
Simon Roderick
Fund Managers often set up their own firm. Why don’t Private Client Managers?
It’s always interesting to see the number of “spin outs”, or start up funds in London each year. Experienced, well…
Simon Roderick
Considering moving jobs? A guide for experienced wealth managers
Wealth management is a key market for us and we work with Investment Managers, Financial Advisers, Private Banks, Family Offices,…
Kelly Biggar
Meet the consultant – Kelly Biggar
Get to know our consultants! Third up is Kelly, who heads up our Investment and Advice desk.…