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The Money Marketing Profile


Profile: Malcolm Kerr on the importance of honest advice

30 October 2014 | By Tessa Norman

EY senior adviser Malcolm Kerr: “Sometimes you have to tell people a deal is ugly.”

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Profile: OMGI's Stephen Message on running £1bn at age of 25

17 October 2014 | By Sam Macdonald

Presented with a job at the age of 25, Stephen Message’s path to fund management is not an orthodox one


Profile: Pilot's Ian Thomas argues FCA should go faster on turning off trail

10 October 2014 | By Tessa Norman

Pilot Financial Planning managing director Ian Thomas discusses escaping the corporate world and finding his advice niche.

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Profile: Richard Hobbs on the 'dull message' of advice and auto-enrol risks

25 September 2014 | By Tessa Norman

Regulatory consultant Richard Hobbs on compliance risks and influencing Government. 

Profile: Mike Balfour on why Thomas Miller Investment's acquisition of Broadstone is a big deal

2 October 2014 | By Amanda Newman Smith

TMI’s chief executive is preparing to integrate two businesses.


Profile: Rowanmoor boss Ian Hammond on 50 years in pensions

18 September 2014 | By Amanda Newman Smith

Rowanmoor MD Ian Hammond reflects on his career in the “over-political and over-regulated” world of pensions

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Profile: RLAM's Martin Cholwill on why cashflow is king and dodging the actuary life

11 September 2014 | By Michael Berry

Royal London manager Martin Cholwill’s UK Equity Income fund has collected £220m more cash than its nearest rival over the past year

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Profile: George Critchley on online advice and why it's good for DFMs to talk to clients

5 September 2014 | By Amanda Newman Smith

True Bearing Chartered chairman George Citchley talks about filling the advice gap and outsourcing through discretionary fund management.


Profile: Bellpenny chief Kevin Ronaldson on recent deals and corporate politics

27 August 2014 | By Tessa Norman

Joining the financial advice sector at the age of 21, Bellpenny chief executive Kevin Ronaldson says he was considered something of a rebel

Ian Taylor

Profile: Transact CEO Ian Taylor on the platform's exit strategy

11 August 2014 | By Michael Glenister

Having blazed the trail for the UK wrap market 15 years ago, the RDR and its many unintended consequences are presenting fresh challenges for Transact as CEO Ian Taylor seeks his exit route.


Profile: MP Steve Baker on tax, freedom and ‘Kremlin-ology’ at the Bank of England

31 July 2014 | By Steve Tolley

Conservative MP Steve Baker says Government intervention in the economy is undermining freedom.

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In case you missed it...


George Osborne is losing the plot on pension freedoms

15 October 2014 | By Samuel Dale

George Osborne has made errors on guidance, using pension freedoms and the abolition of the death tax.

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Commodities hit the buffers: Is now the time to buy?

4 October 2014 | By Michael Berry

Commodities have slumped to their lowest level in years as China sneezes and American harvests boom. So is now the time to buy in?

Fund Data

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Should Sesame unwind the 'pay to play' deals it set up as part of its restricted advice panel?

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