Latest News - Danielle Levy
Saranac expands ranks with quadruple hire
The hires include Stephen Griffiths, who joins from JP Morgan Private Bank as head of wealth advisory.
Investec W&I private office head Butler-Cassar exits
Investec Wealth & Investment’s head of private office Andrew Butler-Cassar has exited the business, alongside investment director Joe Sylvester.
Hawksmoor: bubble warning on AIM's soaraway 'AbFab' stocks
Hawksmoor Investment Management warns that valuations of five popular AIM stocks are not looking too fabulous.
8 great UK equity trusts vying for a Citywire award
As a prelude to tomorrow’s inaugural Citywire Investment Trust Awards we look at the trusts that have made the short-lists from the UK All Companies and UK Equity Income sectors.
Trapped UBS property fund investors still in the dark
Investors stuck in the fund, which was first gated in December 2008, may have to wait a few more years before they can receive their money back.
Charity veteran Edward Jewson launches consultancy
Edward Jewson, an established name in the charity sector, has returned to the market with the launch of a consultancy business.
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.
Moola hires ex-Quilter Cheviot director to 'propel growth'
Robo-adviser Moola has tempted former Quilter Cheviot investment manager Camilla Carson back to the world of investment.
Woodford pick Purplebricks under fire after BBC probe
BBC investigation into consumer complaints dents soaring share price of online estate agent Purplebricks, backed by fund manager Neil Woodford.
Ex-Towry five launch wealth boutique
Five senior executives who had worked together at Towry have joined forces to launch Lockhart Capital Management.
Déjà vu all over again: tax avoidance or criminal activity?
Are you avoiding tax within the bounds of the law or are you a criminal? This seems to have been the distinction missed by the Paradise Papers revelations and has wealth managers calling for clarity.
Should wealth firms consider TV advertising?
In financial services, the television has normally been the preserve of banks, insurers and payday lenders, but both Tilney and Octopus have been carrying out high profile marketing campaigns.
Data protection dilemma: how to tackle Mifid II and GDPR clash
JHC head of regulatory change Andrew Watson analyses how firms can protect themselves from GDPR.