Latest News - Elsa Buchanan
Tracking suitability: what assumptions should you make on old business?
The news that Coutts’ suitability review is to go back to 1957 begs the question of what assumptions can be made on advice given in another era.
Performance review: How Coutts’ Higgins is preparing for 10% US correction
Coutts’ CIO Alan Higgins said tightening by the US Federal Reserve next year could result in a 10% correction in US equities, which investors should view as a buying opportunity.
Tier One Capital: structured product move will protect against rate risk
Tier One Capital has shifted all of its clients’ allocation to fixed income into structured products.
WH Ireland hire spree sees Charles Stanley trio join to launch office
The wealth firm is increasing its investment manager headcount by 10% after a double swoop on Canaccord Genuity and Charles Stanley, which will see the firm open a new regional office in Milton Keynes.
Profile: DSP's charity boss on the sector's approaching crunch
Dalton Strategic Partnership’s head of charities Richard Nunneley is helping the sector overcome what he describes as the biggest crunch in 50 years
Walker Crips’ Fitzgerald: Competitors for sale are overpriced
After a two-year turnaround strategy, CEO Fitzgerald is looking to build up its wealth management division but says he is struggling to find value in the market
Mattioli Woods leads listed wealth managers – can its rise continue?
Mattioli Woods was the standout performer among listed wealth managers last year and is already well ahead of the pack in 2014. But can its rise continue?
Quilter Cheviot to move over to Figaro
Quilter Cheviot has dropped Quarrier, Quilter’s proprietary investment management system, in favour of third-party provider Figaro.
Barclays Wealth CEO Peter Horrell departs
Peter Horrell, chief executive at Barclays Wealth and Investment Management, is keaving the bank.
HSBC opens a private banking office in Aberdeen
The Aberdeen Queen's Road office will be run by Chris Arbuthnott, who joins from Barclays Wealth.
Exclusive: MPS hasn't killed off client-facing managers
If you thought centralising investment functions at wealth firms would mean the death of client-facing investment managers in favour of relationship managers, think again.
MPS spotlight: how Whitechurch was able to slash charges
Whitechurch Securities has become the latest to slash the charges on its managed portfolio service (MPS).
The pitfalls and rewards of setting up a family office
For ultra-high net worth individuals, setting up a dedicated family office may be tempting, but it is not an easy undertaking.