Latest News - Dylan Lobo
HSBC hires Google director for key digital wealth role
Former Google engineering director Mark Warriner joins HSBC as chief information officer for the bank's retail and wealth management digital divisions.
Nutmeg hits £1 billion on client surge
The robo pioneer has seen its total clients double in the last 12 months.
Investigation exposes UK’s ‘biggest investment con’
Consumer group Which? has issued an alert on binary options, which have exploded in popularity over the last 10 years.
Hargreaves Lansdown hits one million client landmark
The rise of mobile investment has played a key role in reaching the milestone
RBS set to launch robo-advice proposition
The service is set to launch under the Natwest brand on Monday, according to the Financial Times.
Goldman Sachs boss calls for second Brexit referendum
Lloyd Blankfein has risked the ire of Brexiteers once again by suggesting holding another European referendum
Reality bites for fantasy fund manager as Manek shuts down
Jayesh Manek is to close his perennial underperforming fund 20 years following its launch after he won successive fantasy fund manager competitions.
AIM-listed wealth boutique set to beat targets after buy spree
Harwood Wealth Management to beat expectations following a series of acquisitions.
M&G Prudential pulls in £9.9 billion
The net inflow in the first nine months of the year came via a broad range of wholesale and direct and institutional strategies.
Barclays W&I hires JP Morgan Private Bank digital head
Tim Tate will take up the newly created role of head of client and customer experience at Barclays Wealth & Investments.
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.