Social media and the internet, as with most industries, are changing the landscape of financial services. This is a good thing in all intents and purposes: the industry is archaic in its practice and complicated in its application. As I recently wrote, social media makes understanding money and finances more accessible, and makes engaging with […]
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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 […]
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