Latest News - Danielle Levy
Rathbones boosts Liverpool team with Blankstone hire
Rathbones boosts Liverpool investment team with the hire of Joanna Jones from Blankstone Sington.
Qualifications that will earn wealth managers big bucks
While CFA has heritage, the newer Chartered Wealth Manager qualification award is increasingly highly prized by employees
Profile: Julius Baer's regional team on their UK takeover plans
At a time when other wealth managers are closing or consolidating regional offices, Julius Baer has been on an aggressive hiring spree
Profile: how a trio of Jupiter veterans thrived by going solo
The story of how and why Peregrine & Black Investment Management (PBIM) came into being will befamiliar to many wealth managers.
Survival of the fittest: how fund firms can succeed
A study from consultancy zeb outlines the how fund firms can succeed in today's tough environment.
Norwegian fund giant brings AA-star to UK in triple launch
Norway’s largest private asset manager, Storebrand, has its sights on the UK market with a trio of sustainable fund launches.
Saranac Partners recruits duo as it hits £1bn landmark
Private client boutique Saranac Partners has bolstered its team with two appointments.
Peregrine & Black launches financial planning business
Peregrine & Black Investment Management has broadened its offering with the launch of a financial planning division.
Wealth firms battle to meet Mifid cost disclosure deadline
Under the next leg of Mifid II regulation, wealth managers must disclose ex-post costs and charges to clients during the first quarter of 2019.
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.
Clientology: the battle to convince the IT crowd
Tech professionals may be stereotyped as nerds but as wealth clients they are efficient individuals who enjoy face-t-face meetings
Wealth firms failing to keep pace with rising cyber threats
Too many wealth firms either rely on outdated, manual processes to protect themselves or believe they are below the radar of malicious actors.
What's behind the big wealth client exodus?
The results of EY’s recent global wealth survey serve as a reminder that the customer is always king