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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