News by: Dylan Lobo

Threadneedle unveils multi-asset income fund for pensions revolution

by Dylan Lobo on Jul 31, 2014 at 10:09

Toby Nangle will launch the Global Multi Asset Income fund, which he believes will offer investors a solution in the changing world of pensions.

Lloyds takes fresh mis-selling hit as PPI costs hit £10bn

by Dylan Lobo on Jul 31, 2014 at 08:11

Lloyds Bank has been forced to store an additional £600 million to cover the mis-selling of payment protection insurance (PPI).

Schroders hikes dividend 50% as wealth stars in record first half

by Dylan Lobo on Jul 31, 2014 at 08:10

The acquisition of Cazenove Capital fuelled a surge in revenue and performance at Schroders' wealth arm.

Gemma Game to exit AXA Investment Managers

by Dylan Lobo on Jul 30, 2014 at 14:05

Game was head of healthcare at the firm and had managed the AXA Framlington Health fund since July 2011.

‘Old fashioned’ Jupiter takes the special route

by Dylan Lobo on Jul 30, 2014 at 12:59

While its rivals spend their hard earned cash on acquisitions, Jupiter intends to use its pile for rewarding shareholders and organic growth.  

High Court delivers landmark ruling on staff poaching in broker row

by Dylan Lobo on Jul 30, 2014 at 10:37

The case was triggered by an employee of Sunrise Brokers who refused to work his notice period after accepting a job with a  rival firm.    

Standard Life denies it's in talks to buy London HQ

by Dylan Lobo on Jul 29, 2014 at 14:25

The Edinburgh-based firm has dimissed reports it is looking to buy a London base as the Scottish independence vote looms.   

Blacklisted! 10 highlights in Sanlam's UK equity income fund study

by Dylan Lobo on Jul 28, 2014 at 15:00

Sanlam Private PI's study has seen a number of changes over the last six months, with several new additions to its black and white lists.

Deutsche Asset & Wealth Management names active head

by Dylan Lobo on Jul 28, 2014 at 11:09

James Dilworth joins from Allianz and replaces Wolfgang Matis, who left the firm in June.

Aberdeen loses £4bn client and sees £3.3bn leave Swip

by Dylan Lobo on Jul 28, 2014 at 08:03

The firm saw a withdrawal of £4 billion from a single client and £3.3 billion worth of outflows from its recently acquired Scottish Widows Investment Partnership (Swip) business in the second quarter.

Brooks Macdonald drafts in KPMG veteran of 28 years

by Dylan Lobo on Jul 28, 2014 at 08:00

Richard Price joins Brooks Macdonald as a non-executive director.  

AIM-listed wealth firm buys Edinburgh adviser

by Dylan Lobo on Jul 28, 2014 at 07:58

AFH Financial has acquired Edinburgh-based Finlay Gow & Company.

London asset manager sues UBS

by Dylan Lobo on Jul 28, 2014 at 07:56

Decura IM Investments is suing UBS claiming the Swiss banking giant’s extensive restructuring has been detrimental to the joint venture between the two.

Ex-JP Morgan Cazenove banker loses battle against £450k FCA fine

by Dylan Lobo on Jul 22, 2014 at 10:22

Ian Hannam has lost his two-year battle against a £450,000 fine imposed by the FCA for market abuse.  

Arbuthnot to sell structured products business

by Dylan Lobo on Jul 22, 2014 at 08:05

Arbuthnot Latham is to sell Gilliat Financial Solutions following the structured product arm's return to profitability.

Ashcourt Rowan appoints risk head in board restructure

by Dylan Lobo on Jul 22, 2014 at 08:01

Ashcourt Rowan chief operating officer Richard Sinclair is to exit and Steve Haines has taken control of risk functions in a restructure of the boardroom

Barclays Glasgow wealth boss moves south to lead Bournemouth

by Dylan Lobo on Jul 22, 2014 at 08:01

Craig Jamieson is to leave his post in Glasgow to spearhead the firm's push in the south.

Empower me! 10 ways wealth management has to change by 2030

by Dylan Lobo, Josie Allchin on Jul 22, 2014 at 07:00

The credit crisis, regulation, technology and ethics are changing the face of of wealth management. University professor and ex-Citibank private banker Dr Teodoro Cocca gets his crystal ball out and takes us to 2030.  

Wealth firm's acquisition spree boosts profit by 50%

by Dylan Lobo on Jul 21, 2014 at 11:09

Bromsgrove-based AFH Financial has seen profit jump to £540,000 following a series of acquisitions.  

FCA writes to Sipps firm chiefs over 'unacceptable' due diligence failings

by Michelle Abrego, Dylan Lobo on Jul 21, 2014 at 10:29

The financial watchdog has found significant failings in Sipp firms' due diligence procedures.  

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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.

Citywire TV

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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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