FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Firm entered voluntary liquidation
Former professional tennis player
In global rebrand
‘Will just exclude more people’ from advice
Spent 20 years at JPMAM
Left after 15 years
Transact and True Potential also winners
Started the organisation in 1992
As run by "material competitor"
JPMAM and Vanguard 'considering position'