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Sandaire appoints former Coutts international head as new chief executive 25/09/2017

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Close Brothers Asset Management duo follow Penny Lovell to Sanlam 25/09/2017   thewealthnet's 2017 Top Investment Consultants - the results 25/09/2017
Wealth management consultancy intends AIM float 25/09/2017   Foreign buyers could face restrictions on UK property 25/09/2017
 
Artorius Wealth appoints finance director 25/09/2017   Wealth management software firm releases MiFIDII upgrade 25/09/2017
ANALYSIS & COMMENT   PEOPLE
C. Hoare & Co's wealth management business may have been profitable and the net return on its sale could be significantly less than the price paid 21/09/2017
thewealthnetFirms should take care to consider the stakes of SMCR, PAM Annual Compliance Dinner hears 21/09/2017
thewealthnetGAM's metamorphosis from private client to institutional and white label fund manager nears completion 19/09/2017
thewealthnet
  Tilney appoints senior fund analyst 25/09/2017
thewealthnetFormer C.Hoare & Co CIO resurfaces at UK arm of France's Diplomats Bank to develop new advisory and discretionary asset management service 22/09/2017
thewealthnetBarclays Wealth advisers vote with their feet in move to Julius Baer 22/09/2017
thewealthnet
COMPANIES   PRODUCTS & SERVICES
Miton Group increases AUM by close to 40 percent 25/09/2017
thewealthnetChase de Vere acquires medical IFA 22/09/2017
thewealthnetRaymond James reports record AUM for August 22/09/2017
thewealthnet
  SEI teams up with blockchain company to 'reshape' UK asset transfers 20/09/2017
thewealthnetNational IFA launches cashflow modelling to improve client outcomes 20/09/2017
thewealthnetInvestment consultancy launches portfolio performance comparison tool 19/09/2017
thewealthnet
WORLD   REGULATION
US millionaire investor confidence dips for first time since May - survey 11/09/2017
thewealthnetUBS acquires some of HSBC Latin America clients 06/09/2017
thewealthnetRecent study reveals 45.5 million UK residents have less than one month's salary in savings 18/08/2017
thewealthnet
  The week on eprivateclient: Bedell Cristin, KPMG, Ogier, PwC and more.... 25/09/2017
thewealthnetJersey Finance hires new head of technical 22/09/2017
thewealthnetOld Mutual Wealth launches defined benefit transfer training with insurance institute 22/09/2017
thewealthnet
TECHNOLOGY   OTHER NEWS
European bank teams up with digital wealth manager 15/09/2017
thewealthnetWealth management IT firm enters technology league table 15/09/2017
thewealthnetIncumbent wealth managers need the right 'tickets to play' to succeed in digital world, Andrew Power of Deloitte tells PAM Annual Dinner 14/09/2017
thewealthnet
  Cantor Fitzgerald retains Buy rating on Brooks Macdonald following 'organic growth' 21/09/2017
thewealthnetUBS Wealth Management predicts UK rate rises in November and May 20/09/2017
thewealthnetBrexit deal uncertainty leads drop in investor confidence in UK, finds Lloyds Private Bank 20/09/2017
thewealthnet
INSIDE VIEW  
  Inorganic growth triumphs: As M&A increases, how do you make acquisitions successful?
 
 
   
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DIARY OF A PRIVATE BANKER
CITYFLY
Jaguar D-type to be 'highest value car' sold at public auction in Australia
CITYFLY
Funds Round Up
Deutsche AM, Neuberger Berman and more
CITYFLY
 
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