VWM Wealth Completes Management Buyout

The management team at VWM Wealth are pleased to announce that they have completed a management buyout led by Lisa Johnstone, David Thomson and Grahame Hopper.  The board will continue to be bolstered by the presence of Ken Welsh (founder) as Chairman whilst he also pursues other interests and opportunities.

Former Managing Director, Ken Welsh, commented:

“With planning at the heart of our client service, for the past 4 years we have been working on our own business plan.  I am delighted to confirm that, with the help of our business advisers, the transfer of ownership to the management team has now been completed.  It’s been a painless, transparent, and seamless process. I will remain with VWM Wealth as Chairman, supporting the management team, and will still have personal contact with clients.”

New Managing Director, Lisa Johnstone commented:

“We would like to wish Ken every success in his future ventures and thank him for his inspiring leadership.  We are grateful that he will continue to support the business in the exciting years ahead, and the whole team is very much looking forward to the future.  We feel honoured, and very fortunate, to have such an opportunity as part of one the UK’s most successful boutique wealth management firms. The quality of the VWM Wealth team is evidenced by the range of awards won, its excellent record in investment management and financial planning, as well as the quality of service, and strength of relationships enjoyed by all the families we work with.  We look forward to continuing to build upon that.”

 

3 positive ways your financial plan can support your mental health

If you have ever experienced mental health issues, you will know just how much they can disrupt your everyday life and make small tasks a significant challenge. Mind estimates that 1 in 4 people experience a mental health problem of some kind each year in England, and 1 in 6 people experience a common mental […]

Read more

7 life events that could lead you to rewrite your Will

Life moves fast and just a couple of years can take you past multiple milestones that change your world forever. You may not think to rewrite your Will after significant life events, or you might forget or postpone it to a later date, but this could mean your beneficiaries miss out or that your estate […]

Read more

3 studies that support evidence-based investing

If you have ever tried to play the market, you will know the reality is that it is very hard to beat. If it was easy, then what would be the risk? And if there were no risks, why would there be any return? Evidence-based investing looks to empirical evidence and long-term market observations for […]

Read more

What is evidence-based investing and how can it help you grow your wealth?

It is hard not to be influenced by the noise and volatility that is part and parcel of investing. You only need to turn on the TV news to see stories that can materially affect the global economy, from political change to regional conflicts. There are always periods of confidence and uncertainty, or opportunities for […]

Read more