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Counting the cost of Dauriac v Caudwell

Who is really the winner of this whole ordeal?

Exclusive: MPS hasn't killed off client-facing managers

If you thought centralising investment functions at wealth firms would mean the death of client-facing investment managers in favour of relationship managers, think again.

MPS spotlight: how Whitechurch was able to slash charges

Whitechurch Securities has become the latest to slash the charges on its managed portfolio service (MPS).

The pitfalls and rewards of setting up a family office

For ultra-high net worth individuals, setting up a dedicated family office may be tempting, but it is not an easy undertaking.

Revealed: the truth about wealth managers’ buy lists

The criticism that more and more wealth managers are moving towards restrictive buy lists, resulting in greater homogenisation, may have been a little too premature.

How these wealth firms replaced their CEOs

Choosing a chief executive officer is one of the most critical duties any company’s board of directors has to carry out, but how do they actually approach filling such an important role?

Why this boutique rejected purchased growth for partnership

Is it better to ‘take the quantum leap’ to buy a business or focus on building it organically, one step at a time?

A fresh start: what it takes to set up a wealth boutique

With the raft of new regulations and pressure on fees, what does it take to launch a successful boutique in today’s market?

The perils of 10% portfolio falls reporting

FinoComp CEO Ray Tubman looks at the problems wealth managers face when calculating a 10% portfolio fall.

Mifid II crossroads – a fair price for research?

Fund managers may be forced to wake up to the true price of broker insight, says Chris Turnbull, co-founder of ERIC.

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