adviser profiles

Dramatic market events aren’t the problem for client portfolios, but the way clients react to them can be. Once New York adviser Jonathan Blau started shaping this realisation around his advice delivery process, things changed in a big way.

Despite the high levels of demand, there are still very few providers that cater specifically to expats. It’s a problem Edward Cole identified early on, and sought to rectify in three main markets.

Dealing with the complexity of her own UK pension led the adviser to specialising in helping clients to do the same. Since then, she’s become an expert in a field most other advisers shy away from.

An adviser with a non-traditional background, Liz Wheatley has developed into a specialist in guiding charitable organisations and philanthropists. The non-investment side is just a important as the rest, she tells James Dunn.