Wealth Manager: steady sailing with Tideway's former international yachter
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
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
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
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
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
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
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?
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
Rathbones and Quilter are joining forces to develop guidelines to estimate the total costs of running discretionary portfolios.
Lunch with James Maltin
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
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
-
Natalie Fast
nfast@citywire.co.uk
+44 (0)207 840 2244 -
Harriet Dodd
hdodd@citywire.co.uk
+44 (0)207 840 5113 -
Anna Dumas
adumas@citywire.co.uk
+44 (0)207 840 2237
Wealth Manager Events
| Date | Location |
|---|---|
| 4 & 5 March | Wealth Manager Conference and Awards |
| 25 & 26 April | South West Retreat |
| 16 & 17 May | Private Client Manager Retreat |
Contact Ela Czuruk, eczuruk@citywire.co.uk to sign up