Latest News - Danielle Levy
Profile: Julius Baer's regional team on their UK takeover plans
At a time when other wealth managers are closing or consolidating regional offices, Julius Baer has been on an aggressive hiring spree
Profile: how a trio of Jupiter veterans thrived by going solo
The story of how and why Peregrine & Black Investment Management (PBIM) came into being will befamiliar to many wealth managers.
Survival of the fittest: how fund firms can succeed
A study from consultancy zeb outlines the how fund firms can succeed in today's tough environment.
Norwegian fund giant brings AA-star to UK in triple launch
Norway’s largest private asset manager, Storebrand, has its sights on the UK market with a trio of sustainable fund launches.
Saranac Partners recruits duo as it hits £1bn landmark
Private client boutique Saranac Partners has bolstered its team with two appointments.
Peregrine & Black launches financial planning business
Peregrine & Black Investment Management has broadened its offering with the launch of a financial planning division.
Wealth firms battle to meet Mifid cost disclosure deadline
Under the next leg of Mifid II regulation, wealth managers must disclose ex-post costs and charges to clients during the first quarter of 2019.
Full line up of Quilter alumni at Kerr-Dineen's new firm revealed
Cheviot Asset Management founder Michael Kerr-Dineen’s new venture, Vermeer Partners, has now officially opened its doors, and Wealth Manager can reveal the full line-up of the company’s partners.
Charles Stanley's ex-Manchester boss joins Redmayne
Jon Goldstone exited the company last year following a management dispute about costs and bonuses
A 'transformational' moment for wealth fee models?
Confusion continues to reign as wealth managers face a three-month deadline to disclose more detailed breakdowns of their charges to clients for the first time
What Quilter/Lighthouse tells us about consolidation wave
Since the beginning of this year at least 14 deals have been announced but how do valuations in the financial advice and wealth management sector look like?
Why are so many wealth managers desperate to pack it in?
Increased regulation, Brexit, short-termism - with so many pressures piling up, it comes as no surprise wealth manager job satisfaction is on the decline.
Top 30 under 30: how wealth firms can appeal to young talent
The young guns of 2019 tell us industry’s boorish and boring image must be tackled.