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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.