Analysis
Profiles & Comment | analysis 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 | analysis 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 | analysis 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 | analysis 9 Jul 14
Method Man
Investec global head of client group John Green devises strategies that focus on cash flow and stability, rather than chasing market froth, to deliver long-term income to clients.
Profiles & Comment | analysis 9 Jul 14
GAM s got it covered
GAM’s Graham Wainer explains that diversification and flexibility are essential to making waves within the fluid asset management business