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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.

Citywire TV
Play Gervais Williams: the real reason to worry about Quindell

Gervais Williams: the real reason to worry about Quindell

Citywire AA-rated manager Gervais Williams has argued that sentiment is the true danger to Quindell.

Play AA-rated Lofthouse: 'maverick' tobacco settlements won't stop M&A

AA-rated Lofthouse: 'maverick' tobacco settlements won't stop M&A

Henderson International Income trust manager Ben Lofthouse shares his thoughts on recent developments in the tobacco sector in this video.

Profiles
Profile: Quilter Cheviot boss Baines sees more consolidation ahead

Profile: Quilter Cheviot boss Baines sees more consolidation ahead

Nineteen months on from the merger of Quilter Cheviot chief executive Martin Baines says the deal is now paying dividends.

Profile: how Matthew Butcher is carving a new role at Dart Capital

Profile: how Matthew Butcher is carving a new role at Dart Capital

The wealth management industry is undergoing a profound period of change: whether it wants to admit it or not.