Latest News - Dylan Lobo
Brewin adds to south east exposure with Basingstoke buy
The wealth firm has bought Basingstoke-based advice firm Aylwin as it steps up its push into southern England.
Tim Steer: fund managers will have to get 'stuck in'
The second part of our film with former Artemis and New Star fund manager Tim Steer looks at how his profession has evolved over the past two decades.
Nigel Thomas picks up his Coats and bids farewell
As he heads into retirement Nigel Thomas looks back on a 40 year career and pays tribute to an 18th century stock that has adapted to the modern world.
Hargreave Hale sells Sipp business to Curtis Banks
The business comprises 600 Sipps controlling around £180 million in assets.
AJ Bell shares surge 37% on stockmarket debut
AJ Bell shares have surged on their first day of trading after the company was valued at £651 million for its IPO.
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.
FSCS declares mini-bond investment firm in default
The Financial Services Compensation Scheme has declared a mini-bond investment firm that lost investors millions of pounds in default.
Charles Stanley opens Aberdeen office for Tilney hires
Scott Morrison and Linda Edward have launched Charles Stanley's 25th regional office as the firm gears up for a concerted push into Scotland.
Tim Steer: how to spot a stock disaster coming
The former Citywire AAA-rated fund manager has written a book on 22 stock disasters and how forensic examination of annual reports could have spotted them coming.
Messi's world: Soros-backed firm pours £50m into football app
A private equity firm backed by Soros Fund Management has pumped £50 million into a new app designed to bring football superstars closer to their fans.
Beyond robo: a new wave of tech is ready for prime time
A new breed of fintechs are entering the market: apps targeting niche investors.
Artificial intelligence will not replace sound investment advice
Can artificial intelligence every really replace a trusted wealth manager?
Finding value from a 1990s stock darling
In the race to discover the latest Faang opportunity, has old favourite Microsoft been overlooked?