Profiles

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Jason Huddy

12 Mar 2010 | By Lee Jones

Macquarie Banking and Financial Services Group’s UK head aims to use his experience gained in the world’s most advanced wrap proposition to shake up financial services in this country. Interview by Lee Jones

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Tony Stenning

8 Mar 2010 | By Lee Jones

BlackRock’s head of retail is a stickler for detail and finding the best solution for his clients.

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Clare Brook

25 February 2010 | By Gregor Watt

Disheartened by the tendency of many ethical funds to lose sight of their prime motivation, the joint founder of WHEB Asset Management is pioneering a more focused approach - and is trying to change the face of socially responsible investing in the process Interview by Gregor Watt

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Derek Bradley

18 February 2010 | By Lee Jones

The chief executive of PanaceaIFA is intent on recreating a 17th century financial meeting place on the 21st century internet. Seeing a widening gulf between the quality of retail distribution service offered to small IFAs and their bigger counterparts, he set about building a forum for communication, re-establishing the link between product providers and small firms

Steve payne

10 Feb 2010 | By Lee Jones

Bupa’s director of individual protection believes that the experience of failure can be important in learning how to succeed and he says the industry and Government must innovate and work together to close the protection gap

Lukas van der walt

7 Feb 2010 | By Lee Jones

Sanlam UK’s chief executive is building up the South African company’s presence in UK financial services with selective partnerships and acquisitions and he considers the RDR to be a bonus as it is likely to lead to a shift in value to the client and the distributor

Alan Lakey

28 Jan 2010 | By Lee Jones

This protection specialist is an IFA champion who is fighting for advisers’ rights on key issues such as a 15-year long stop and RDR qualifications.

Mark Jones

25 Jan 2010 | By Gregor Watt

LV=’s head of protection believes people need to be made aware of their need for protection but the industry also needs to shake up its attitude to make it easier for consumers to take out cover Interview by Gregor Watt

John lawson

15 Jan 2010 | By Lee Jones

Standard Life’s head of pension policy is one of the UK’s leading pension commentators and says he aims to make pensions engaging and easy to understand Interview by Lee Jones

Audrey Ryan

Audrey Ryan

07 January 2010

The manager of Aegon’s dark-green ethical equity fund has had a challenging time amid the economic turmoil but has produced impressive long-term performance and she sees great potential for growth, particularly with the changing political climate Interview by James Smith

Richard Romer-Lee

17 December 2009 | By Chris Salih

Old Broad Street Research’s research director says the company has come a long way in its 10 years and it is aiming to widen its rating, research and analysis services with an emphasis on adviser business and developing a global fund rating platform Interview by Chris Salih

Richard Woolnough

10 December 2009 | By Chris Salih

M&G’s fixed-income manager has had a great year and feels there is still a once-in-a-decade opportunity for bonds Interview by Chris Salih

Nils Bolmstrand

3 Dec 2009 | By Lee Jones

Skandia Investment Group’s cosmopolitan new chief executive has an international perspective and believes in a worldwide blend to bring the best results Interview by Lee Jones

Martin Davis

26 November 2009 | By Lee Jones

Openwork’s chief executive is looking to change the firm’s position for the RDR because he says ‘the old rules were all about just getting the ball in front of the goal, the new rules want to make sure you score the goal every time’ Interview by Lee Jones

Bob Bullivant

19 November 2009 | By Lee Jones

The chief executive of Annuity Direct is a crusader for the open market option, saying the present situation is ‘a national scandal’ and he accuses insurers of blocking change. Interview by Lee Jones.

James Edgedale

12 Nov 2009 | By Gregor Watt

The chairman of JM Finn & Co believes in a sense of traditional business values and is looking to help overstretched IFAs meet the demands of the RDR. Interview by Gregor Watt

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