Hoare

  • Technology and the client of the future

    Technology and the client of the future

    In part two of the interview with Annamaria Koerling, head of wealth management at C Hoare & Co, discusses why she expects to continue to see growth in the number of clients coming from the entrepreneurial sector and from outside of the UK.

  • Cummins joins Hoare as wealth strategy head

    Cummins joins Hoare as wealth strategy head

    C Hoare & Co has appointed former Stuart Cummins head of wealth management strategy.

  • pa analysis defensive portfolios alternatives

    pa analysis defensive portfolios alternatives

    Active management during the first half of the year – most notably in the period around Ben Bernanke’s comments on the tapering of QE on 22 May – contributed to portfolio managers ending the period up despite most markets falling.

  • UK top eight wealth managers revealed

    UK top eight wealth managers revealed

    After a rigorous research and due diligence process, Portfolio Adviser reveals the top managers of private client portfolios in the UK today.