News by: Dylan Lobo

Blacklisted! 10 highlights in Sanlam's UK equity income fund study

by Dylan Lobo on Jul 28, 2014 at 15:00

Sanlam Private PI's study has seen a number of changes over the last six months, with several new additions to its black and white lists.

Deutsche Asset & Wealth Management names active head

by Dylan Lobo on Jul 28, 2014 at 11:09

James Dilworth joins from Allianz and replaces Wolfgang Matis, who left the firm in June.

Aberdeen loses £4bn client and sees £3.3bn leave Swip

by Dylan Lobo on Jul 28, 2014 at 08:03

The firm saw a withdrawal of £4 billion from a single client and £3.3 billion worth of outflows from its recently acquired Scottish Widows Investment Partnership (Swip) business in the second quarter.

Brooks Macdonald drafts in KPMG veteran of 28 years

by Dylan Lobo on Jul 28, 2014 at 08:00

Richard Price joins Brooks Macdonald as a non-executive director.  

AIM-listed wealth firm buys Edinburgh adviser

by Dylan Lobo on Jul 28, 2014 at 07:58

AFH Financial has acquired Edinburgh-based Finlay Gow & Company.

London asset manager sues UBS

by Dylan Lobo on Jul 28, 2014 at 07:56

Decura IM Investments is suing UBS claiming the Swiss banking giant’s extensive restructuring has been detrimental to the joint venture between the two.

Ex-JP Morgan Cazenove banker loses battle against £450k FCA fine

by Dylan Lobo on Jul 22, 2014 at 10:22

Ian Hannam has lost his two-year battle against a £450,000 fine imposed by the FCA for market abuse.  

Arbuthnot to sell structured products business

by Dylan Lobo on Jul 22, 2014 at 08:05

Arbuthnot Latham is to sell Gilliat Financial Solutions following the structured product arm's return to profitability.

Ashcourt Rowan appoints risk head in board restructure

by Dylan Lobo on Jul 22, 2014 at 08:01

Ashcourt Rowan chief operating officer Richard Sinclair is to exit and Steve Haines has taken control of risk functions in a restructure of the boardroom

Barclays Glasgow wealth boss moves south to lead Bournemouth

by Dylan Lobo on Jul 22, 2014 at 08:01

Craig Jamieson is to leave his post in Glasgow to spearhead the firm's push in the south.

Empower me! 10 ways wealth management has to change by 2030

by Dylan Lobo, Josie Allchin on Jul 22, 2014 at 07:00

The credit crisis, regulation, technology and ethics are changing the face of of wealth management. University professor and ex-Citibank private banker Dr Teodoro Cocca gets his crystal ball out and takes us to 2030.  

Wealth firm's acquisition spree boosts profit by 50%

by Dylan Lobo on Jul 21, 2014 at 11:09

Bromsgrove-based AFH Financial has seen profit jump to £540,000 following a series of acquisitions.  

FCA writes to Sipps firm chiefs over 'unacceptable' due diligence failings

by Michelle Abrego, Dylan Lobo on Jul 21, 2014 at 10:29

The financial watchdog has found significant failings in Sipp firms' due diligence procedures.  

Firms face 'steep' levy to fund free pensions guidance

by Dylan Lobo on Jul 21, 2014 at 10:18

Financial Services firms could face a steep rise in their levies after the Treasury guaranteed free guidance people in the wake of the dramatic overhaul to pensions.

Coutts warned clients on film scheme HMRC tax challenge

by Dylan Lobo on Jul 21, 2014 at 08:02

According to reports, the RBS-owned bank said it issued suitable health warnings on film investment schemes amid growing concerns a number of these products were mis-sold to investors.

Tesco turns to Unilever veteran as CEO Clarke exits

by Dylan Lobo on Jul 21, 2014 at 07:59

Dave Lewis will leave Unilever after 28 years to take up the challenge of turning around the struggling supermarket's fortunes.

Treasury guarantees free advice to millions after pensions overhaul

by Dylan Lobo on Jul 21, 2014 at 07:56

The chancellor has promised free advice to millions following the biggest changes to pensions in almost a century.

Bob Morton buys major stake in Peter Webb’s fund firm

by Dylan Lobo on Jul 11, 2014 at 08:11

The cash injection from the serial entrepreneur will fund acquisitions and product development for Webb Capital.

FCA falls into £2.9m deficit & spends £3.3m on RDR

by Dylan Lobo on Jul 10, 2014 at 12:55

Overall the financial watchdog registered a loss of £29.3 million in the year to 31 March.  

Cheers! Hawksmoor launches own beer brand

by Dylan Lobo on Jul 09, 2014 at 13:58

Hawskmoor Investment Management is launching a stone-brewed ale these shores have not seen since 1890 in a bid to boost its profile

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Unconstrained investing: Opportunities accross the board

SLI's Ed Legget, Thomas Moore and Mikhail Zverev discuss unconstrained investing.

Franklin Templeton's Richard Bullas on UK smaller companies

Richard Bullas, Portfolio Manager, Franklin UK Smaller Companies Fund and delegates at Citywire South West talk UK smaller companies.

Citywire TV

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BlackRock UK Special Sits: when will we sell our star holdings?

What would prompt Roland Arnold to sell the likes of Ashtead and Howden?

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