Charities need ‘unrestricted’ donations right now – Covid-19 appeal from the Charities Aid Foundation
‘We can’t expect success in the future because we’ve had it in the past’ – Coutts’ Peter Flavel on the bank’s revival
Skin in the game: Lincoln’s wealth management philosophy Read More... Ross Elder and Lincoln Private Investment Office have brought a new philosophy to wealth management – and central to it is having skin in the game themselves, David Dawkins reports
Rupert Phelps Read More... Formerly Savills’ director of family office services, Rupert Phelps switched to Smith & Williamson last year, assuming responsibility for relationships and business opportunities across its family office services.
Theophanis Theophanous Read More... The industry has been feeling a little beaten up of late, but it’s been an exciting year for Barclays Wealth, says managing director and top gun UHNW banker Theophanis Theophanous.
Charlotte Filsell Read More... The sector is ‘going through a transformative change’, says Charlotte Filsell, Sandaire’s head of relationship management. ‘Client needs are evolving – we will soon be serving five distinct generations with very different needs.’
Matthew Fleming Read More... Responsible for business development, succession and the next generation, Matthew Fleming is today the only full-time Fleming partner in the business. As a result, he also plays the important cultural role of ambassador for the firm which bears his name.
Can you ‘explain’ your wealth?
Review: Kaspar’s at the Savoy
