News by: Danielle Levy

£400k revenue growth leaves Charles Stanley directors 'disappointed'

by Danielle Levy on Jul 23, 2014 at 08:43

Charles Stanley posted paltry asset and revenue growth over the three months to the end of June, impacted by poor commission income.

Brewin revenues fall on trail switch

by Danielle Levy on Jul 23, 2014 at 08:15

Brewin Dolphin’s revenues took a tumble over the 12 months to the end of June, as its switch out of trail and move to a national rate card took its toll.

Why Ashcourt Rowan's Polin has £10bn in his sights

by Danielle Levy on Jul 21, 2014 at 14:08

Assets of discretionary investment firms currently up for sale look overpriced, Ashcourt Rowan chief Jonathan Polin has warned.

8 of the best perks private banks are offering to win clients

by Danielle Levy on Jul 18, 2014 at 15:06

Few can say they do not want to be made to feel special. Private banks know this all too well and have it as part of their resolve to attract wealthy, loyal clients. Here we look at some of the best perks they offer…

FCA warns more fines are on their way

by Danielle Levy on Jul 18, 2014 at 10:51

FCA chief Martin Wheatley has warned the banking sector to prepare for further action.

Profile: Nutmeg - 'there is regulatory momentum behind us'

by Danielle Levy on Jul 18, 2014 at 10:25

Almost two years since its launch, Nutmeg has never been stronger

What will come onto HMRC's radar next?

by Danielle Levy on Jul 18, 2014 at 10:22

We explore what the Revenue will look at next, as it gains direct access to bank accounts.

Barclays man quits for private bank Hampden

by Danielle Levy on Jul 18, 2014 at 10:18

Barclays’ Edinburgh-based private banker Chris Cowan has resigned to join new Scottish private bank Hampden & Co, formerly known as Scoban.

Scottish economy outpaces UK on manufacturing surge

by Danielle Levy on Jul 17, 2014 at 07:48

The Scottish economy outpaced the UK's over the first quarter, powered by strong activity in manufacturing.

HMRC claws back £135m from Swiss banking clients

by Danielle Levy on Jul 17, 2014 at 07:32

A leak from HSBC's Private Bank in Switzerland helped HMRC to recover £135 million from clients.

Barclays exodus continues as global investment head departs

by Danielle Levy on Jul 16, 2014 at 09:35

Barclays has been rocked by another senior departure, as its head of global investments and solutions Rory Tobin exits.

UK inflation rises to 1.9% in June

by Danielle Levy on Jul 15, 2014 at 09:44

UK inflation accelerated to 1.9% in June, exceeding the expectations of many economists.

Miton's Bill Mott to retire after 37-year career

by Danielle Levy on Jul 15, 2014 at 07:34

Miton's veteran fund manager Bill Mott is to retire at the end of the year.

How low should you go on duration?

by Danielle Levy on Jul 14, 2014 at 11:03

We pose the million dollar question to a raft of investment managers grappling with the question of how to position for impending rate rises.

Horlick targets £450k for fund firm through crowdfunding

by Danielle Levy on Jul 14, 2014 at 08:23

Horlick is seeking to increase the target for her film finance fund from $100 million to $250 million on behalf of her new firm Glentham Capital.

Neil Woodford's full portfolio revealed

by Danielle Levy, Robert St George on Jul 14, 2014 at 08:14

Allied Minds, BAE Systems, Legal & General, AA and SSE all feature in Woodford's portfolio.

Soros faces $20m legal claim from former manager

by Danielle Levy on Jul 14, 2014 at 07:50

George Soros is being sued by a former employee, who is claiming more than $20 million (£11.7 million) in fees and wages, after an eight-month stint at Soros Fund Management.

FCA clarifies advice definition as it launches consultation

by Danielle Levy on Jul 11, 2014 at 13:16

The FCA has sought to clarify the boundaries between different investment advice models as it launches a guidance consultation.

Only two firms meet FCA standard on dealing commission

by Danielle Levy on Jul 10, 2014 at 10:26

The regulator has put its support behind European proposals to further separate research from dealing commission.

Tim May to step down from WMA

by Danielle Levy on Jul 09, 2014 at 13:00

Tim May is to step down as chief executive of the Wealth Management Association (WMA).

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Unconstrained investing: Opportunities accross the board


SLI's Ed Legget, Thomas Moore and Mikhail Zverev discuss unconstrained investing.

Franklin Templeton's Richard Bullas on UK smaller companies


Richard Bullas, Portfolio Manager, Franklin UK Smaller Companies Fund and delegates at Citywire South West talk UK smaller companies.

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BlackRock UK Special Sits: when will we sell our star holdings?

What would prompt Roland Arnold to sell the likes of Ashtead and Howden?

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