Merrill Lynch
Wealth managers
A former J.P. Morgan investment adviser has been accused of stealing at least $20m from clients and using the money to trade on his own account and to pay off his mortgage.
17 April 2015
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1 min read
Wealth Management
Fund selectors are increasingly favouring boutique investment houses and rejecting star managers, according to a survey by distribution company Harrington Cooper.
14 November 2014
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Investment
US fund managers have "failed" their clients by focusing on preserving their careers rather than growing clients' capital, according to Baillie Gifford's Ian Tabberer.
14 November 2014
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1 min read
Investment
Bank of America Merrill Lynch is close to agreeing a $16bn-$17bn settlement over its handling of mortgage-backed securities in the run up to the financial crisis, according to reports.
07 August 2014
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UK
The SRI sector has drawn much attention since a series of tax breaks on social investments were introduced earlier this year. Annabelle Williams analyses the different types of SRI funds available to investors .
15 July 2014
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8 min read
