Inside the mind of a Wealth Management leader and IFA sector expert

In this insightful interview, Martin Baines, Chairman at Amber River and Partner at Heligan Group, reflects on his career in wealth management, from early days at Quilter to leading major acquisitions. He discusses the rise of private equity in IFA consolidation, the evolving regulatory landscape, and key factors in acquiring financial firms. Martin shares advice for aspiring professionals, highlighting the importance of expertise and adaptability in an industry increasingly shaped by larger firms. He also explores the role of technology, emphasising that while AI can assist, personal relationships remain central to client trust and long-term success in wealth management.