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Cross-Border Views

Profile: How Julius Baer plans to win UK wealth

Julius Baer has embared on a hiring spree to fuel its ambitious UK expansion plans.

Adviser profile: Claire Phillips of First Wealth

Despite plans to cut client numbers in half this year, Claire Phillips says First Wealth is committed to closing the advice gap and improving financial education

Adviser profile: Mark Insley of Ascot Wealth Management

Opening a South Africa office has been a gateway to new opportunities for Ascot Wealth Management. Never one to shy away from a challenge, managing director Mark Insley is looking to expand further.

Profile: cooking Raymond James' special sauce

Treating their own employees as clients is not a common strategy for businesses, but Raymond James says it has been a key to its success

My career in advice so far: Rachel Naulls of Informed Financial Planning

Financial education is needed to teach the basics and destroy the stereotype that financial services are for old men in draughty offices.

Adviser profile: Tamsin Caine of Smart Financial

After being invited to join Smart Financial, Tamsin Caine has fended off fractures in the firm and tackled work and life in equal measure.

Profile: Philbin on the opportunity explosion in fund selection

The veteran fund selector expains how his role resembles football management

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.

Adviser profile: Tom Wilcox-Jones of White Oak Financial Planning

Proud Welshman Tom Wilcox-Jones last year decided to escape the rat race and return home for the sake of his young family. With the help of former colleagues he has started a new chapter with White Oak Financial Planning.

NextGen: Advisers should teach finance to the young

At age 24, New Model Adviser’s youngest Rising Star of last year explains how firms can benefit from visiting schools and universities and developing new business propositions