Latest News - James Poulter
Citywire Wealth Manager Awards 2014: Revealed - the six regional winners
We reveal the six wealth offices across the country which advisers voted to be best in class at our annual awards ceremony.
Hargreaves Lansdown Wealth 150+: how have the 27 funds fared recently?
The funds on Hargreaves' new discounted platform got the industry talking. We highlight how the funds have performed in the last three years, or for those with shorter records, since launch.
Citywire Regional Star Awards 2014: Scotland & Northern Ireland shortlist
Next month Citywire will hand out awards to the wealth firms advisers have voted to be best in class in six key regions across the country. Here's the shortlist for Scotland and Northern Ireland.
Cover star club: the 53 discretionaries we grilled in 2013
As Wealth Manager limbers up for another year of cross-examining the UK's leading discretionary investment managers, we take you through the individuals we put under the spotlight last year.
Autumn Statement: 10 key takeaways
We bring you 10 features in George Osborne's Autumn Statement, which saw a record upgrade in the GDP forecast, the largest ever clamp down on tax avoidance and a stamp duty relief boost for ETFs.
Autumn statement: 10 predictions for the chancellor's statement
From upward GDP revisions to ISA setbacks, here are 10 predictions ahead of the Autumn Statement.
Close Brothers Asset Management (CBAM)
Thesis Asset Management
GHC Capital Markets
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.
Revealed: the truth about wealth managers’ buy lists
The criticism that more and more wealth managers are moving towards restrictive buy lists, resulting in greater homogenisation, may have been a little too premature.