Wealth managers can win new clients….

Wealth managers can enhance their opportunities to win new clients if they work with sophisticated consultants who understand the UHNW client space because they are in that space themselves. In other words, they are at ease with the new affluent and consequently, the new affluent are at ease with them. Read more…

A word or two about performance…

Ever since my days as a reluctant trainee accountant and an aspiring rugby player, the word performance has been a dominant presence in any group of people or organisations I have been with….. Read more

The Truth About Investment

As a recruitment specialist in private banking (which largely means asset management), the Somers Partnership has to keep abreast of developments in investment thinking. Conversations with investment academia have revealed some worrying home truths which cut across much of the received wisdom of the asset management industry.  Read more…..

PAM TOP 40 Under 40

PAM TOP 40 Under 40 celebrates huge depth and diversity of talent in UK private banking The inaugural ‘PAM Top 40 Under 40’ list of rising stars of the private client wealth management world in the UK and UK offshore, proves, if nothing else, that there is no dearth of talent in this crucial and …

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Performance and the Parable of the Gym Member

You know what it’s like – 28th December, after 5 days on the pop and plate, thoughts turn to our new year’s resolutions. I am going to drop 10 kilos, I will run more, and drink less; I will do that paperwork on my desk and keep it to a minimum all year. Read more…….

Diary of a Private Banker

The WealthNet We name private banking’s top military brass STAND to attention, you ‘orrible lot, officer on parade! If the blessed Margaret Thatcher comes to be proven right all along and Berlin really does want to do an anschluss on every sunbed in the eurozone or Ivan gets rather bolshie again, then we luckily have …

Diary of a Private Banker Read More »

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