Investment views from leading wealth professionals and topical opinions on current wealth matters
How would you describe Vestra Wealth’s approach towards devising an investment strategy for clients? Why is it different? Every client is different so we spend a lot of time finding out about the client, their appetite for risk and their aspirations – that’s not only their financial ones but also their future plans, ambitions and […]
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Martin Baines, Chief Executive of Quilter Cheviot, explains his firm’s history and its approach to serving a client base with a very broad range of investment management needs. Can you please briefly describe Quilter Cheviot’s history and how the firm now stands in term of its UK presence? Our heritage dates back to 1771 when […]
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Justin Urquhart Stewart, one of the co-founders of Seven Investment Management, explains his firm’s approach to building cost effective portfolios for a diverse range of clients. Seven Investment Management was launched by seven industry veterans back in 2002. What was the rationale for founding the firm? The seven of us got together because we were extremely […]
Read ArticleRamzy Rasamny explains Plurimi Wealth’s offering and why its style of independent advisory investment management appeals to international entrepreneurs in particular. He is the chief executive and co-founder of the Plurimi Group after a 25-year private banking career with some of the world’s largest institutions. Can you briefly describe Plurimi Wealth’s history and how the […]
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