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In a picturesque valley deep in the Surrey stockbroker belt, the former manager of a £5.5 billion fund has just shaken hands with a client whose assets amount to less than a third of the £50,000 minimum threshold.
‘We’re not going make any money out of him,’ Craig Harper concedes, before turning to a six-by-five-feet collage of the residents of Mole Valley hanging on the wall behind him. ‘But this is what it’s all about: helping people in the community.’
It is an exceptional case however, he adds, but only because Harper has to be realistic about the economics of business, having staff to pay.
In a business where the majority are motivated by…[CONTINUE READING]
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Looking for something different? Sue Whitbread talks to Craig Harper and Andrew Holder at Mole Valley Asset Management
It’s a crowded market for discretionary investment management, and it’s clear that one size does not fit all. Sue Whitbread talks to Craig Harper (pictured) and Andrew Holder of Mole Valley Asset Management, about what makes their relationship-based business appeal to advisers and their clients.
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