Profiles & Comment
Profiles & Comment | 17 Jul 14
How many times do you plan to get married
Asking a client how many times they plan to get married may not be the easiest way to build a rapport, but it should be on the agenda, according to Guardians David Howell.
Profiles & Comment | 17 Jul 14
Open door policy Business strategies with Global
Referrals are the lifeblood of advisory businesses and adopting a front door approach is a recipe for good growth.
Profiles & Comment | 15 Jul 14
Go Forth and conquer
With Forth Capital firmly established in Europe, chief executive Tom Tracy is now looking to more distant shores for opportunity, hoping to triple the number of advisers working for the firm.
Profiles & Comment | 10 Jul 14
Platform view – Be prepared
A sharper regulatory focus on holding client money means firms have to get to grips with complex and ever-changing rules, says Michael Rothwell, county manager for Pershing Channel Islands.
Profiles & Comment | 9 Jul 14
Allianz fund manager Yuming Pan – Made in Hong Kong
Allianz fund manager Yuming Pan takes advantage of his base in Hong Kong, a wealth management hub, to undertake the grassroots research and pick the winning stocks of the future.