Latest News - James Phillipps - Page 2
LGIM absorbs £14.8bn passive hit to join £1 trillion club
The group became the UK's first £1 trillion fund manager power by a net inflow of £42.6 billion, which offset outflows from its passive funds.
M&G's Dobell, hedgie and staff back £5m WH Ireland raise
The firm had to push through another capital raise after announcing a fresh profit warning yesterday.
SJP tops £100bn again and eyes wealth acquisitions
St James's Place (SJP) is broadening the range of services its discretionary arm Rowan Dartington offers and is considering bolt-on acquisitions to grow the business.
Profile: how a private office combined Lord North Street and C Hoare veterans
Quite different roads took Koerling and McArdle to Owl, but this diversity of background and experience is designed to be at the very heart of the business.
Lloyds announces divi hike and share buybacks as profits rise 24%
Lloyds Banking Group has reported slightly weaker than expected profit growth of 24% to £4.4 billion, but sugared the pill for investors by announcing an increased dividend and a £1.75 billion share buyback programme.
Schroders & Lloyds' advice JV to be named Schroders Personal Wealth
Schroders and Lloyds Banking Group’s financial advisory joint venture will be branded Schroders Personal Wealth and enter the market during the second half of the year.
Top May aide lets slip it's her deal or lengthy delay to Brexit
Theresa May will take the Brexit vote to the wire in a bid to wring further concessions from the EU, before giving MPs just a week to choose between her deal or an extension of the 29 March deadline.
WH Ireland shares slump 10% on latest profit warning
(Update) WH Ireland has warned that it faces higher-than-anticipated one-off costs as the company looks to move on to a new back office platform and revamp the business.
Sanlam to offer best ideas fund trio to smaller clients
The IFSL Sanlam Cautious, Balanced and Growth funds will be run by Phil Smeaton, the firm’s chief investment officer.
Walker Crips Investment Management CEO Rushton to exit
The chief executive of Walker Crips Investment Management and the group’s chief investment officer, Mark Rushton, has quit the firm
Why are firms failing on Mifid II reporting?
Following on from Bovill's research finding widespread failings in Mifid II reporting, we asked compliance experts why firms were struggling with the new rules.
What Quilter/Lighthouse tells us about consolidation wave
Since the beginning of this year at least 14 deals have been announced but how do valuations in the financial advice and wealth management sector look like?
Why are so many wealth managers desperate to pack it in?
Increased regulation, Brexit, short-termism - with so many pressures piling up, it comes as no surprise wealth manager job satisfaction is on the decline.