All news

Kelly Dickson Cooper, Holland & Hart

Kelly Dickson Cooper elected Fellow of the American College of Trust and Estate Counsel

Holland & Hart tax attorney Kelly Dickson Cooper has been elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC). »


Alan Howard, Brevan Howard

Alan Howard tops UK hedge fund rich list with GBP1.5bn fortune

Alan Howard (pictured), who heads Brevan Howard, is Britain’s richest hedge fund manager, with a personal fortune of GBP1.5 billion, according to the 25th annual Sunday Times Rich List to be published on 21 April. »


Michaela Larson, White Oaks Wealth Advisors

White Oaks Wealth Advisors promotes Larson to director of operations

White Oaks Wealth Advisors, an independent and private wealth management firm in Minneapolis, has promoted Michaela Larson to director of operations. »


Jeremy Lawson, Standard Life Investments

SLI appoints senior international economist

Investment manager Standard Life Investments has enhanced its multi asset capability with a new appointment to its global strategy team. »


Family

Rothstein Kass hires Todd Kesterson as director of family office services

Todd Kesterson has joined the Dallas office of Rothstein Kass as director of family office services. »


Mutual funds

Whitebox Mutual Funds adds Mike Coffey as head of mutual fund distribution

Whitebox Advisors, an asset management company based in Minneapolis with over USD2bn in AUM, has appointed Mike Coffey as head of distribution for the firm's mutual funds. »


Financial crisis

Financial crisis continues to hamper wealth management firms’ revenues

Lacklustre market conditions, an erosion in assets and client base, stringent regulations, increased client demands, and an increased focus on risk are having adverse effects on wealth management firms' revenues and costs. »


UK

UK advisers optimistic on income but concerns remain about staying profitable

Three months after the implementation of the Retail Distribution Review (RDR) advisers are optimistic about their future income prospects, according to the latest Adviser Barometer from Aviva. »


Paul O’Neill, head of UK asset management, Butterfield Bank (UK)

Butterfield Bank appoints Paul O’Neill as head of UK asset management

Butterfield Bank (UK) has appointed Paul O’Neill as head of UK asset management. »


Risk

Integrated Wealth Management launches risk management offering

Integrated Wealth Management has added risk management and insurance services for new and existing clients. »


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