Latest News - Danielle Levy
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
Charles Stanley acquires client bank of failed DFM
Charles Stanley has offered a home to 206 clients of collapsed wealth firm Full Circle Asset Management.
Odey adds a tenth partner to its ranks
Odey Asset Management’s senior analyst James Spalton has been named as a partner of the business.
Boutique Peregrine & Black hires duo for £50m expansion plan
Wealth boutique Peregrine & Black Investment Management (PGIM) is opening a Kent office after making a double hire
Wealth firms slam fund groups on offshore fund tax reporting
Frustration has mounted among wealth firms, who believe that asset managers could do more to report potential tax liabilities on offshore funds.
Charles Stanley Manchester six exit in pay dispute
Six senior investment managers from Charles Stanley’s Manchester office, including office head Paul Lawrence, have had their contracts terminated.
Cancer Research's Christmas Pudding Race: enter now!
Team entries are open for Cancer Research's Great Christmas Pudding Race. Contestants navigate inflatable obstacles and a foam slalom course, all whilst balancing a Christmas pudding!
Saranac posts £13.6m loss as it shoots for rapid growth
Saranac Partners recorded another hefty loss in 2017, as it continues to heavily invest in the business.
Mifid II has exposed huge holes in wealth due diligence
When you reflect on your operational due diligence process for assessing funds, do you or your colleagues ever think – is our process robust? Do we ask all the right questions in the right way?
Tip of the iceberg: why are wealth firms culling jobs?
After a number of wealth firms announced job cuts, we look at whether this is the start of a wider industry trend.
Three ESG veterans on their top investible megatrends
We present five ideas from fund managers on themes and stocks which could give investors bang for their buck in more ways than one