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7 Lessons For Lionesses

We all know that women are seriously under-represented in financial services roles and in wealth management. So we asked Barbara-Ann King, a successful leader in wealth management, for her advice for women looking to get ahead in the industry. Barbara-Ann King has over 20 years experience in financial services performing a number of senior roles across

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How To Be A Good Leaver

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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Lions Led By Donkeys

There are several common themes to the reasons why top performing individuals (Rainmakers) will take steps to leave their current employer, but one root cause; they leave poor managers and join dynamic organisations with vision. It is the highest performers in any organisation that have the right qualities, skills, determination and vision to be the leaders

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SHIFT HAPPENS – and how to deal with it

As Pliny the Elder said ‘The only certainty is that nothing is certain’.  Just when you have adjusted to the new normal something else comes along to challenge and disrupt the status quo. Not only do we have to deal with the political turbulence but we also have to adapt to, improvise and overcome the waves of

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Farmergeddon…The death of the complacent wealth manager?

What happens when an organisation fails to recruit and retain a sufficient number of Hunters and talented professionals and finds itself staffed entirely by Farmers? Traditional wealth management models are under increasing pressure.  Forward thinking leaders are already proactively recruiting professionals with new skills and capabilities and seeking to attract and develop the most productive Hunters

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How to resign from your job in the wealth management sector

Resigning isn’t something that most of us do very often. When our clients are placed in a new bank they often ask us about how to resign. Wealth management is a unique industry. Reputation is highly important, it is a small world and there are legal implications to consider. If you don’t resign correctly, then

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