News

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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Newsletter

Price stability – good or bad? A debate is raging as to whether the drop in the consumer price index to less than one per cent with the prospect potentially of deflation is good or bad. The pessimists argue that without inflation at say its target of 2%, spending decisions will be deferred and the economy

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Home is Where the Company Isn't

The London property market has changed forever. Traditionally many of the most expensive houses in London have been owned via companies, not (as the Chancellor seemed to have thought) to avoid stamp duty but to prevent a 40% inheritance tax on death. Read more … How to Market Yourself In a tight job market such

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