Wealth Management Articles

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The diary of a private banker

Somers Partnership was featured in TheWealthNet last week…  Freddie Pooter writes “In our experience, recruiters in the main don’t have a really good grasp of the staffing needs of modern private banking.  Most just play the same old putting “bums on seats” game, along with counting their commission. An exception is the splendid Mark Somers,

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Grouse and Grape Charity Luncheon

Join us at the Grouse and Grape Charity Luncheon

Somers Partners invite you to apply for tickets to the 9th Grouse & Grape Charity Luncheon. The event this year takes place on Tuesday 8th October at 12.30pm in the magnificent surroundings of Spencer House in St James’s Place. The luncheon is a fantastic Family Office and Wealth Management networking opportunity, with the added enjoyment

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3 types of wealth manager - which will you hire in 2020?

Which type of Wealth Manager will you hire in 2020?

Since founding the Somers Partnership, we have worked with and placed scores of talented Wealth Managers and other professionals, and our experience has led us to conclude that Wealth Managers fall into three broad categories: Rainmakers, Lawn Mowers and Well Poisoners. Rainmakers are the people every firm wants to attract and supply is very tight,

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Front cover of Wealth Managers cannot ignore flexible working

Wealth Managers Cannot Ignore Flexible Working If They Are To Survive and Thrive

Flexible working is being talked about on social media, in boardrooms, in the press and around lunch tables across the country. No longer the taboo subject it once was; organisations need to adapt their thinking if they are to avoid losing their greatest assets. The Wealth Management industry has an opportunity to lead the way

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6 Questions Never To Ask A Candidate At Interview

During the recruitment process, employees owe an implied duty of confidentiality and fidelity to their employer under English Law.  These duties are then normally reinforced or extended by express terms in an employee’s contract of employment. Senior employees can also, in certain circumstances, owe fiduciary duties to act at all times in the best interests of

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The Only Way Is Ethics (TOWIE)

Should talented wealth managers escape the steel grip of the big bank compliance departments by moving to a partnership, boutique or medium sized wealth management organisation? In our latest article, The Only Way Is Ethics (TOWIE), we discuss how compliance departments in big banks have created a hostile environment for client-centric wealth managers and what

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