News by: Danielle Levy

Top trades: nine market moves to catch our eye in January

by Danielle Levy, David Campbell on Jan 31, 2012 at 00:01

Crispin Odey, John Dodd, Mark Slater and Giles Hargreave have all been active at the start of the year with a horticulture specialist, a software provider and a well known sports brand all on their radar.

A spotlight on Heartwood’s private client performance

by Danielle Levy on Jan 31, 2012 at 00:01

Heartwood Investment Management’s Alan Sippetts explains why the group is taking a barbell approach to enhance flexibility.  

RDR countdown: what's your client communication strategy?

by Danielle Levy on Jan 31, 2012 at 00:01

With less than 12 months to go until the retail distribution review (RDR) comes into force, we asked firms how they are communicating the changes brought about by the regulation.

Butterfield Private Bank head and CIO step down

by Danielle Levy on Jan 27, 2012 at 07:00

Butterfield’s head of private banking Danny Dixon and group chief investment officer David Stewart have both left the firm.

The wealth firms to watch in year of transition

by Danielle Levy on Jan 24, 2012 at 07:06

We shine the spotlight on firms which look well positioned to navigate challenging markets by growing their assets, increasing their profitability, or by simply making strategic headway.

Quilter poised for private equity takeover

by Danielle Levy on Jan 23, 2012 at 16:16

The wealth management firm is set to receive a takeover offer from private equity firm Bridgepoint with reports suggesting a deal could be concluded this week.

Rowan Dartington hires Bristol rugby pro

by Danielle Levy on Jan 23, 2012 at 11:55

The wealth manager has boosted its stockbroking team with the hire of former Bristol rugby pro David Blaney.

Barclays Wealth hires Rothschild UK investment head

by Danielle Levy on Jan 23, 2012 at 09:53

The investment bank has boosted its ultra high net worth team with the hire of Rothschild Private Management's head of UK Portfolio Management Rupert Howard.  

City launches discretionary portfolios on Skandia

by Danielle Levy on Jan 20, 2012 at 10:34

City Asset Management is seeking to make its proposition more accessible to advisers through the launch of its cautious and balanced portfolios on Skandia's platforms.

AWD Chase de Vere hires ex rugby pro for regional push

by Danielle Levy on Jan 20, 2012 at 10:29

AWD Chase de Vere has boosted its private client team with the hire of Paul Fox, a former rugby pro.

Rowan Dartington's Signature revamps fee structure

by Danielle Levy on Jan 20, 2012 at 09:51

Rowan Dartington subsidiary Signature has altered its charges in a move which it says will bring the firm in line with industry best practice.

Can wealth managers afford to avoid gilts this year?

by Danielle Levy on Jan 13, 2012 at 09:57

Not holding gilts hit the performance of private client portfolios during the second half of last year. With gilts now even more expensive, can wealth managers justify holding the asset class?

Rathbones boosts Liverpool team with Psigma hire

by Danielle Levy on Jan 12, 2012 at 14:46

Rathbone Investment Management has added to its Liverpool team with the hire of Rowland Flower from PSigma Investment Management.

Five arrested over Rowan Dartington fraud allegations

by Danielle Levy on Jan 12, 2012 at 10:59

Five men have been arrested on suspicion of fraudulent transactions from accounts held at Bristol-based stockbroker Rowan Dartington, fronted by Graham Coxell (pictured) who is not among the arrests.

Brewins hires SG Hambros’ financial planning head

by Danielle Levy on Jan 12, 2012 at 07:30

Brewin Dolphin has boosted its financial planning and charities teams with four hires, including SG Hambros' John Fletcher and Barclays Wealth’s ex-head of charities Anthony Behrens.

RBC targets US clients with Barclays Wealth hire

by Danielle Levy on Jan 11, 2012 at 10:37

RBC Wealth Management has strengthened its focus on attracting US clients with the hire of Michelle Wright from Barclays Wealth.

T Bailey buys into Aberdeen's UK Equity Income strategy

by Danielle Levy on Jan 10, 2012 at 08:12

T Bailey multi-manager Elliot Farley has initiated a position in Jeremy Whitley's Aberdeen UK Equity Income fund.

FSCS appoints Lawrence Churchill as chairman

by Danielle Levy on Jan 09, 2012 at 11:45

The FSA has appointed Lawrence Churchill, chairman of the National Employers Savings Trust, as the new boss of the Financial Services Compensation Scheme (FSCS).

Shvets: how to play directionless markets in 2012

by Danielle Levy on Jan 06, 2012 at 13:25

Leading Samsung Securities strategist expects the MSCI China and Shanghai 'A' indices could have 20%-plus potential upside against a challenging backdrop in 2012.

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