02/14/2014

Fidelity Shutters Private Wealth Management Unit

David Lamere's short-lived and mysterious stint as head of Fidelity Private Wealth Management has ended, and the division itself has been shut down as a stand-alone unit, Financial Planning has learned.

02/14/2014

Lombard Odier rolls out multi-strategy funds for private clients

Monier says: “Traditional approaches can over-expose investors to equity risk and may not be dynamic enough to cope with today’s markets. By balancing risk with a diversified approach, we aim to keep clients’ portfolios balanced and not

02/14/2014

Barclays Wealth team moves into new offices

"We are well placed to advise across a wide range of circumstances: from entrepreneurs looking to take the next step with their business or families seeking support on inheritance and succession planning."