Latest News - Dylan Lobo
Oxford Risk launches suitability proposition for wealth managers
The solution, designed by ex-Barclays Wealth behavioural boss Greg Davies, aims to make suitability processes more robust.
Rathbones races towards £50bn on Speirs & Jeffrey buy
The £104 million buy of Speirs & Jeffrey in the summer helped lift Rathbones' assets under management to £47.3 billion.
Panmure Gordon: 100 billion reasons to buy SJP
The broker believe SJP is on the verge of £100 billion in assets under management mark and sees the recent sell-off in shares as an 'excellent' buy opportunity.
Wealth consolidator looks to raise £15m for fresh buy spree
After making 16 acquisitions in the last 12 months, AFH aims to raise £15 million through a placing to fund a fresh round of purchases.
Unilever U-turn gets relieved Nick Train off overseas hook
Finsbury Growth & Income star among fund managers and legions of Unilever investors breathing sigh of relief after consumer goods giant scraps plans to move its HQ to the Netherlands.
Unilever abandons controversial UK exit plan
The consumer goods giant has bowed to shareholder pressure and aborted its plans move its headquarters to the Netherlands.
Hampden & Co hires HNW director from Lloyds
Duncan Buchananjoins the firm as a banking director, specialised in lending to high net worth individuals for at Lloyds subsidiary Bank of Scotland Private.
Quilter Cheviot CEO Baines to step down in major restructure
Quilter Cheviot chief executive Martin Baines is to step down in major restructure of its management team.
Lifting the lid on private banks' profitability
While last year may have been a record one for private banks, a report from McKinsey suggests this sector of the wealth market has plenty to fret about.
Fidelity's Ian Spreadbury to retire
Fidelity's Ian Spreadbury is to bring the curtain down on his 40-year fund management career.
Why and how rate induced corrections resemble buses
Comment: Much like buses, you wait years for a Treasury-induced sell-off and then two come along at once.
Private Office: Training up millennials
In a panel discussion at the Citywire Private Office Retreat, four leading industry figures in the private office world highlight recruitment as a way to address succession planning.
Kaepernick question: how important is company politics?
So should investors really fret about companies getting political or is it all just bluster?