Hawksmoor assets surge to £2.7bn as it absorbs Wellian
Richard Philbin to lead new Investment Solutions division
Wellian Investment Solutions
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‘My commute is now six seconds’: Working from home with Wellian’s Richard Philbin
In the first of a regular series, investment experts detail how they are dealing with the coronavirus fallout
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Stick or twist? When to follow a manager to their next fund
High-profile exits prompt fund selectors to rethink their approach to chasing managers
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Richard Philbin: ‘Regulation and compliance is ridiculous’
Richard Philbin entered the investment industry with the aim of becoming wealthy and while he has enjoyed a rich career in a number of roles, he is finding the current regulatory climate trying.
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PA ANALYSIS: Does snap election signal time to cut UK equities?
The murky state of UK politics is cementing wealth manager and asset allocator aversion to domestic equity markets, as exposures continue to shrink.
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Harwood to raise £10m as it eyes up more M&A
Harwood Wealth Management confirmed it intends to raise £10m through the placement of new ordinary shares to fund six future acquisitions totalling £3.1m.
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Mind the fund gap, says Wellian
The investment environment in 2016 will require more “cherry picking” of individual managers and funds on an ongoing basis, according to Wellian Investment Solutions’ CIO Richard Philbin.
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Wellian teams with IFA on bespoke model portfolio range
Wellian Investment Solutions has teamed up with IFA FiveWays Financial Planning on the launch of a bespoke managed portfolios range.
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PA ANALYSIS: Volatility, reputation and the rise of the boutique
The launch of Brighton Capital Management earlier this month has put the spotlight once again on the ongoing tug-of-war between boutiques and behemoths.
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Pa analysis: harwood/wellian tie up a sign of things to come
Harwood Capital’s acquisition of Wellian Investment Solutions is by no means on a par with the Old Mutual’s acquisition of Quilter Cheviot. Nor is it of a size similar to Towry’s purchase for £97m of AIM-listed Ashcourt Rowan. But, what the deal lacks in size, it could well make up for in intent and symbolism.
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PA Analysis: A boost for Britain but a bigger question now looms
Markets were buoyed on Friday by the unexpectedly clear triumph of the Conservatives, but while one question hanging over investors and the country has been answered a bigger one now looms.
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Consensus elusive as election nears
With less than a fortnight left before Britain goes to the polls, the outcome of 2015 General Election is still up in the air and so is the consensus on how to play it.