Latest News - Danielle Levy
No end in sight for trapped UBS Property fund investors
The latest update for the UBS Global Property fund, which was first gated in December 2008, has failed to provide investors with any real clarity regarding the return of their money.
One in and two out at Saranac Partners
Saranac Partners has appointed a head of financing and solutions, following the departure of Julian Griffiths to Credit Suisse, while one of its client advisers has also left.
Fund managers stung as Conviviality nears collapse
George Luckraft and Daniel Hanbury among fund managers who stand to receive 'little-to-nil' value for their funds' investments in Conviviality.
Nutmeg founders launch new venture with heavyweight backers
Nick Hungerford have WIlliam Tood have attracted backing from the likes of ex-Lloyds chair Sir Victor Blank to their new firm and hired Standard Aberdeen co-CEO Martin Gilbert for the advisory panel.
Saranac managing partner steps down after 15 months
David Giampaolo has stepped back from his role as executive director and managing partner at boutique Saranac Partners.
Is Mifid II the final nail in the wealth advisory coffin?
With the discretionary march relentless over the last five years, Danielle Levy asks what new European rules could mean for advisory arms.
Ruffer: fund managers could spark next financial crisis
The managers of the Ruffer Investment Company are concerned the industry's obsession with low volatility could lead to the next financial crisis.
Wealth boutique attracts 25 new backers from share sale
Dart Capital has attracted a raft of new backers after two of its major investors sold a combined 50% stake in the business.
Six investment themes to look out for in 2018
Global stock markets performed remarkably well in 2017 but are unlikely to be so kind this year, say fund managers.
Harry Nimmo and ex-Brewin boss among Hampden & Co backers
Private bank Hampden & Co has completed a fresh capital raise, following what chief executive Graeme Hartop described as an ‘exceptional’ year.
The perils of 10% portfolio falls reporting
FinoComp CEO Ray Tubman looks at the problems wealth managers face when calculating a 10% portfolio fall.
Mifid II crossroads – a fair price for research?
Fund managers may be forced to wake up to the true price of broker insight, says Chris Turnbull, co-founder of ERIC.
Shrimp wars: the Indian commodity that could get caught in the net
As the world’s two largest economies exchange tit for tat, putting tariffs on key goods, the impact of president Donald Trump’s policies are being felt at the periphery by a commodity not that widely discussed.