Latest News - Dylan Lobo
WH Ireland hires ex-Quilter Cheviot research head and former fighter pilot
WH Ireland has bolstered its ranks with the appointment of a new research boss and a former fighter pilot.
Old Mutual suspends CEO after ‘material breakdown in trust'
Old Mutual has suspended its chief executive Peter Moyo after losing faith in his ability to lead the business.
Investec says buy Brewin after £63m spending spree
Investec Securities believes Brewin's four acquisitions since December will bear fruit in the tough market conditions.
‘Unacceptable!’ Nutmeg hits back at new rival’s ‘hidden’ fees
Gumtree co-founder Simon Crookall's claim that his new robo wealth firm will offer the best value on the market has caused a stir among its rivals.
Foster Denovo buys London & Capital's UK wealth arm
Foster Denovo has acquired London & Capital's UK wealth business.
Ruffer prepares for Brexit with new Paris office
Ruffer is to open an office in Paris to cater for its European clients following Brexit, Wealth Manager can reveal.
Standard Life Aberdeen hit by major revolt over 'golden hello'
The fund giant has suffered a huge investor revolt over the pay package offered to its new finance boss.
AIM-listed wealth boutique pays first dividend on profit surge
Tavistock Investments has paid its first dividend following a doubling in annual profit.
Hargreaves pulls in £2.9bn as assets recover after 'horrible' period
Hargreaves Lansdown has seen a net inflow of £2.9bn in the first four months with assets under management rebounding after a 'horrid' second half of 2018.
Gumtree co-founder shakes up robo wealth with low cost launch
Gumtree co-founder Simon Crookall has brought a low cost robo wealth firm to the market
- Old Mutual suspends CEO after ‘material breakdown in trust' 2
- Ex-Brewin research head launches bespoke portfolio service
- Legg Mason slashes 120 jobs in strategic overhaul
- WH Ireland hires ex-Quilter Cheviot research head and former fighter pilot 2
- Goodbye ‘British Empire’ as old trust investor changes name
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Too many wealth firms either rely on outdated, manual processes to protect themselves or believe they are below the radar of malicious actors.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