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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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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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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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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