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Latest News - Danielle Levy

My asset allocation: Kasim Zafar of EQ Investors

The portfolio manager at London-based advice firm EQ Investors explains why he likes Japanese equities, but not long-dated bonds.

Multi-asset: Watershed moment for UK interest rates

The Bank of England’s decision to tighten monetary policy has encouraged multi-asset fund managers to review the duration of their fixed interest holdings and exposure to bond proxies

What does Mifid II mean for adviser outsourcing?

Adviser outsourcing soared ahead of the RDR, but the looming MiFID II directive lends fresh urgency to the question of whether advisers or outsourcing partners are responsible for suitability

Multi-manager mania

More and more advisers are taking advantage of the benefits of multi-manager funds. What’s behind their success?

Outsourcing: Jillian Thomas of Future Life Wealth Management

The managing director talks about the firm’s happy partnership with Brewin Dolphin

Japan: Abe’s arrows hit the mark

With Japan’s prime minister expected to win his snap election and economic reforms continuing apace, the outlook is good for equities in the land of the rising sun

My asset allocation: Lothian moves from bonds into property

Paul Lothian on why Verus Wealth has returned to UK property for the first time since 2007.

Protest as Barclays botches stockbroking relaunch

Barclays' new-look 'Smart Investor' website angers customers unable to log in and fund investors hit by new transaction charges.

Ex-Towry executives launch wealth boutique

Five senior executives who had worked together at Towry have joined forces to launch Lockhart Capital Management.

The $1 trillion question: does Trump’s infrastructure plan add up?

Following delays on key healthcare and tax reforms, doubts surround President Trump’s ability to deliver on his campaign trail promise of massive infrastructure investment

Video pick
7 Comments Play Mifid II tapes: Advisers need asset management crash course

Mifid II tapes: Advisers need asset management crash course

In the first part of our KIDs roundtable, Graham Bentley, Paul Resnik and Bella Caridade-Ferreira meet in the Citywire studio to discuss how advisers can explain the new MiFID II cost disclosure rules to clients.

11 Comments Play 'Life isn't just about the bank account': How IFAs view millennials

'Life isn't just about the bank account': How IFAs view millennials

This is the era of Uber, Spotify and Air BNB. How can adviser's propositions appeal to generation rent as they begin to earn more and inherit wealth?

NMA Profile
7 Comments Adviser profile: Carl Roberts of RTS Financial Planning

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.