Two investment managers receive accolade

We are delighted and extremely proud of Alexander Gulliford and Karen Lau for both being named in the Citywealth Future Leaders awards.

These awards celebrate talent within the wealth management sector and champion those professionals who are making an important contribution to society.  

Following a submission process, which must include a testimonial, the awards are then judged by a panel of wealth management professionals in the private wealth management sector. An online public vote opens once the shortlist is announced to garner support from peers and raise the profile of the participants.

Alex was recognised in the Investment Director category and Karen  was named in the Investment Manager category. Congratulations to both - it is fantastic to see their hard work and efforts being recognised.

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.

Managing your wealth

Managing your wealth

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In November, the final members of staff moved into our new London headquarters at 25 Copthall Avenue.

Winter Issue Thirty Seven