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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.