Latest News - James Phillipps
Hawskmoor to pay for research but questions if it's 'right'
Hawksmoor Investment Management is the latest firm to say that it will bear the cost of third party research, although its head of research Jim Wood-Smith has questioned the industry trend.
Prudential sells US broker-dealer arm for $448 million
Prudential has sold its US independent broker-dealer network to US giant LPL Financial in a deal worth up to $448 million (£347.2 million).
OMGI goes loco for ‘unloved’ CoCos
Old Mutual Global Investors (OMGI) has launched a contingent convertible (CoCo) fund.
Sandaire chair Alex Scott to step down
Sandaire’s chairman Alex Scott is to step down as chairman of the multi-family office and has been replaced by Warwick Newbury, who also chairs Kleinwort Hambros Bank.
4 shares the pros are buying and selling
Our regular roundup of trades by professional investors, featuring Anglo African Oil & Gas, Bioventix, LSL and Tissue Regenix.
Old Mutual pumps £200m into wealth arm ahead of float
Old Mutual has pumped £200 million into its wealth arm in a bid to prepare it for its planned spin off as a separate business.
Kames’ bond duo Roberts and Milburn join Liontrust
Kames Capital’s ex-head of fixed income and high yield specialist Phil Milburn are to join Liontrust Asset Management.
Investment banks want in on bitcoin frenzy, but don’t know how
The ascent of bitcoin has got the major investment banks interested, but it seems that they are not the only ones struggling to get their heads round both blockchain and the volatility of these new breeds of crypto-currencies.
Sign up for the inaugural Private Office Retreat
It’s our inaugural Private Office Retreat on September 28-29, which is being held at the beautiful Pennyhill Park hotel in Surrey.
Sanlam UK hires Close’s Lovell for private office launch
Sanlam UK has hired ex-Close Brothers Asset private client head Penny Lovell to spearhead the launch of a private office proposition.
Why we're only at start of powerful Asian bull market
Out-of-date ideas on Asia and emerging markets means investors are missing out.
A lack of creativity is holding back wealth management
Kurtosys CEO Mash Patel feels wealth firms and asset management firms could be more imaginative when it comes to presenting data.
SJP: how to make huge profits from your own funds
Financial services group St James’s Place is charging annual management fees for its funds which are often several times larger than the amount it is paying the external fund managers who actually manage the money.