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Spreading its wings – Sparrows Capital on bringing its investment approach to more families 28/06/2016
Sparrows Capital believes that it is at the vanguard of a shift in how private client money is invested. Its founder, Yariv Haim, observes that clients, and their advisers, are increasingly questioning whether the incremental returns of active management justify the fees charged.

UBS WM Americas slashes adviser recruitment 09/06/2016

Bank targeting business-owners submits licence bid 07/06/2016

PAM Awards 2016 winners' profiles: Thesis Asset Management 06/06/2016
New kid on the block at the 2016 PAM Awards and winner of the Investment Performance – Growth Portfolios category, Thesis Asset Management is keen to espouse a “constant state of paranoia” in order to stay ahead of the game. Given the firm’s 100 percent success rate so far, it’s perhaps not bad advice to heed…

Credit Suisse pulls out of private banking in Panama 01/06/2016

Spot the connection: Lord Rothschild, the Duke of Wellington and Paul Myners 01/06/2016

PAM Awards 2016 winners' profiles: Cazenove Capital Management 25/05/2016

Dublin private client broker 'to restructure wealth management' 18/05/2016

Anatomy of a St James's Place adviser 17/05/2016
Distribution is of critical importance to any service-based organisation and especially to Cirencester, Gloucestershire based St James’s Place (SJP), one of the UK’s biggest and fastest growing wealth management firms.

EXCLUSIVE: Coutts to cut UK regional presence by a third 11/05/2016

 
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