Latest News - Danielle Levy
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.
Charles Stanley's ex-Manchester boss joins Redmayne
Jon Goldstone exited the company last year following a management dispute about costs and bonuses
A 'transformational' moment for wealth fee models?
Confusion continues to reign as wealth managers face a three-month deadline to disclose more detailed breakdowns of their charges to clients for the first time
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.
Odey adds a tenth partner to its ranks
Odey Asset Management’s senior analyst James Spalton has been named as a partner of the business.
A 'most interesting time': Inside eight wealth managers' minds
At our Wealth Manager Conference and Awards ceremony last week senior industry figures told us what is really on their minds
Revealed: Gars pain grows with £17.2 billion blow
We've crunched the data ahead of Aberdeen Standard's results tomorrow and it is not looking good for the multi-asset strategy.
IWD 2019: the unpalatable truth about the gender pay gap
Initial results are not encouraging: based on the reports filed so far the gender pay gap widened by 1%