Wealth Manager: steady sailing with Tideway's former international yachter

by James Phillipps on May 23, 2013 at 00:01

Experience is everything with investment and after suffering personal losses in the equity markets in 2009, Tideway Investment Partners’ James Baxter decided a new approach to portfolio management was needed.

Canaccord UK wealth footprint expands to the tune of £10.5bn

by Dylan Lobo on May 22, 2013 at 08:05

Canaccord Financial underlined its growing influence in the UK and European wealth market with a 22% jump in assets under management (AuM) in the first three months of the year.

Lunch with: Myddleton Croft

by Harriet Dodd on May 20, 2013 at 10:33

This week I had lunch with David Cowell, chief executive and founder of Myddleton Croft, writes Harriet Dodd. We were joined by investment director Patrick Toes and new sales and marketing director Julie Jones.

Private Client Manager Retreat: pictures from the final day

on May 21, 2013 at 14:06

Our delegates were offered an insight from David Spiegelhalter, aka Professor Risk, before enjoying a spot of fishing and shooting as proceedings drew to a close.   

Bigger the better? Clients of large firms may not benefit from economies of scale

by Danielle Levy on May 21, 2013 at 07:39

Larger firms stress the need for a solid platform, buying power and a strong compliance team against a challenging backdrop for both growth and regulation. However, a recent study found scale may not be working to their advantage.

Deutsche wealth arm hit by raft of London & South East exits

by James Phillipps on May 20, 2013 at 10:29

Sean Taylor, Deutsche Asset & Wealth Management’s head of financial intermediaries for London and the South East, has left the company along with five colleagues from the team.

Rider profiles: Rathbones’ Adrian Maxwell and Brewin Dolphin’s Steve Scott

by Anna Dumas on May 15, 2013 at 09:40

This week saw I headed north to discuss London to Paris training with Adrian Maxwell of Rathbones Liverpool and Steve Scott of Brewin Dolphin Leeds, writes Anna Dumas.

Is there need for a DFM ‘total cost’ calculation?

by Danielle Levy on May 15, 2013 at 09:25

As competition hots up in the adviser outsourcing market, a growing number of discretionary managers are calling for a level playing field on the disclosure of costs to clients.

Rathbones and Quilter develop TER equivalent for discretionaries

by Danielle Levy on May 13, 2013 at 08:08

Rathbones and Quilter are joining forces to develop guidelines to estimate the total costs of running discretionary portfolios.

Lunch with James Maltin

by Harriet Dodd on May 08, 2013 at 12:52

This week the investment director at Rathbones helps me decide where I about where I should put my ISA

Rider profiles: Charles Stanley's Ben Mackie and Investec's Simon Tabb

by Anna Dumas on May 09, 2013 at 09:00

We’re now six weeks away from the London to Paris cycle, and our elite cyclists (riding in the fastest peloton) will be reaching the peak of their training.

Meet the Team


Wealth Manager Events

DateLocation
4 & 5 MarchWealth Manager Conference and Awards
25 & 26 AprilSouth West Retreat
16 & 17 MayPrivate Client Manager Retreat

Contact Ela Czuruk, eczuruk@citywire.co.uk to sign up

See content from previous Wealth Manager Retreats

Sorry, this link is not
quite ready yet