Dylan Lobo

London

Editor of Citywire Wealth Manager. Former tennis coach got lost on way to Wimbledon and never looked back. All my opinions are just opinions

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Articles

Wednesday papers: Musk to step back from Doge after Tesla profits plummet

1 day ago | citywire.com | Natalia Vasnier |Himanshu Singh |Dylan Lobo |Nour Azhar

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Punter Southall ordered to pay £43m over sacking of protection boss

1 week ago | citywire.com | Natalia Vasnier |Daniel Grote |Nour Azhar |Dylan Lobo

Punter Southall has been ordered to pay £43m to the former CEO of its protection arm after losing a case he brought against the insurance and pensions business over his dismissal. Jersey’s Royal Court ruled earlier this month that Daniel Pender, the former boss of Punter Southall’s Gryphon Group protection business, was due the payment in compensation for shares unfairly confiscated from him when he was sacked in 2017.
Two key calls behind Top 100 star's MPS outperformance

1 week ago | citywire.com | John Schaffer |Natalia Vasnier |Dylan Lobo |Nour Azhar

While MPS providers have struggled amid a poor US market performance, Chetwood Investment Management has managed to buck the trend. According to its factsheets, the firm’s tailored strategic growth MPS delivered 11.7% compared to its equivalent ARC benchmark, 8.3%, in the year to the end of March. Its tailored strategic decumulation portfolio also delivered a similar return.
Brooks Macdonald boss targets 'transformation’ as bespoke unit squeezed

1 week ago | citywire.com | Dylan Lobo |John Schaffer |Natalia Vasnier |Sophie Downes

Brooks Macdonald recorded further outflows from its Bespoke Portfolio Service (BPS), amid more choppy waters in financial markets. In a funds under management update for the first quarter of 2025 (which marks the firm’s financial Q3), BPS shrunk by more than 4% to £8.3bn as clients pulled £211m. Negative market moves also left a £153m dent in the unit. Brooks’ model portfolio service (MPS) acted as somewhat of a saving grace during the three month period, with net inflows amounting to £121m.
SJP: The fund groups left behind by the rise of Polaris

1 week ago | citywire.com | Daniel Grote |Natalia Vasnier |Sophie Downes |Dylan Lobo

St James’s Place’s (SJP) Polaris multi-asset fund range has enjoyed a meteoric rise, growing to £65bn of assets since its launch less than three years ago. But not all of the fund groups employed by the UK’s largest financial advice business to run client money have enjoyed a slice of that success.
TrinityBridge picks new London home after £200m PE deal

1 week ago | citywire.com | Daniel Grote |Dylan Lobo |Natalia Vasnier |Sophie Downes

TrinityBridge, formerly Close Brothers Asset Management, is moving to a new London home around a month after private equity firm Oaktree sealed a £200m deal to buy the business from its parent, Citywire has learned. The £20bn wealth firm, which rebranded shortly after the deal, will move from Close Brothers’ base at 10 Crown Place to 42 Wigmore Street in Marylebone in October, with about 300 employees relocating.
Top managers find refuge in these 11 safe-haven stocks

1 week ago | citywire.com | Daniel Grote |Algy Hall |Dylan Lobo |Natalia Vasnier

With markets engulfed by tariff terror, Citywire Elite Companies has gone on the hunt for safe-haven stocks that have heavy backing from the world’s best portfolio managers. Our hunting ground is the 79 stocks that make up Citywire’s Global Elite Companies index. These companies represent the very best ideas of the top investors we track based on both the number of backers and the level of conviction being shown.
‘Stick to the knitting’: Ian Taylor's message still resonates as Transact turns 25

1 week ago | citywire.com | Dylan Lobo |Victoria Bell |Joe Stonor |Jack Gilbert

Transact turned 25 last month, its parent company IntegraFin noted in the business’s second-quarter update. In what many advisers would see as typical Transact fashion, the company has yet to mark the anniversary though. Due to the anniversary falling in the busy tax-year end period, the business will instead celebrate properly with a staff party in May. It will also launch an advertising campaign on 12 May and write to advisers to thank them for their contribution. Already have an account?
Exclusive: Charles Stanley and Raymond James WM CEO Abberley steps down

1 week ago | citywire.com | Michelle McGagh |Dylan Lobo |Joe Stonor |Victoria Bell

Charles Stanley and Raymond James Wealth Management CEO Paul Abberley is stepping down, Citywire can reveal. Kim Jenson will replace Abberley (pictured main) with immediate effect on an interim basis while the business looks for permanent CEO. Jenson joins from Raymond James Financial in the US, where she was chief operating officer for Raymond James’ US Private Client Group, a business with over $1.5trn in assets under administration and around 1.5 million clients. Already have an account?
Tatton chair signs off with historic showing

1 week ago | citywire.com | Dylan Lobo |Natalia Vasnier |Michelle McGagh |Nour Azhar

MPS provider Tatton Asset Management reported a record net inflow of £3.6bn as its chair Roger Cornick announced his retirement. In a trading update the wealth firm said net flows rose 60% in the 12 months to the end of March 2025 compared to the previous year. It recorded an average monthly net inflow of £307m throughout the year. This pushed the firm’s assets under management (AUM) up by 24%, to stand at £21.1bn at the end of March. Tatton has said it wants to hit £30bn by 2029.