- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

Dolfin - Best International Clients Team

Nick McCall, head of wealth management at Dolfin says: “What makes us stand out from the crowd is the modern sophisticated technology platform which underpins the wealth offering."

Is advice still being cross-subsidised from elsewhere?

The FCA is clear that this is against its rules, stating that “the allocation of costs and profit between the adviser’s charge and product cost should be such that any cross-subsidisation is insignificant in the long term”.

Red tape could see UK adviser numbers down 7% by 2022

‘Increasingly stringent regulatory environment’

Profile: ‘Awards show our staff they are part of our success story’

Pearce says the faces of his staff lit up when they knew they realised they were in with a chance of winning an award.

Private capital finding a home in Guernsey’s private equity industry

New structures and solutions are becoming increasingly common to attract the particular demands of this market.

Deutsche Bank Wealth Management enters UK mortgage market

We want to build a wealth management business here in the UK

Wealth managers' use of segregated funds will fuel rise of low-cost active portfolios

Growth amid fall in funds under management

35% of Wealthy Women Do Not Invest

Women have an inherent mistrust of investing

New specialist finance provider appoints VAS Group

Its property financing service offers the full range of property finance facilities, and aims to build long-term relationships with clients and introducers, bringing a bespoke private banking philosophy to the specialist finance market, it says.

UK wealth manager makes first foray into US

Deal will give it the ability to ‘scale and cross-sell its services internationally’

Half-year Profits Surge For Wealth Management Firm

The company's revenues also jumped 61 per cent from £22.7m to £36.6m.

SJP vows to stick with Woodford

Mr Woodford’s remit in managing separate funds for SJP clients differs from the way he manages the Woodford Equity Income and Income Focus funds that are available to non-SJP clients.