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London-based private client investment manager rebrands as Oakham Wealth Management 15/12/2017

Citi Private Bank appoints to newly created senior roles in Asia 14/12/2017
Citi Private Bank made appointments to several newly created roles in Asia, including Rudolf Hitsch as North Asia head and Jyrki Rauhio as South Asia head.

Canadian firms team up to form new wealth management firm to offer 'alternative' to banks 13/12/2017

Schroders partners with digital financial planner to launch five funds 13/12/2017
Schroders has partnered with provider of digital risk profiling and financial planning service company, Dynamic Planner, to launch five risk targeted funds.

Swiss private bank buys into US online social impact bank 13/12/2017

eprivateclient Top Trust Company launches funds services business 12/12/2017

Ruffer LLP consolidates its position as one of the UK's most profitable discretionary asset managers 12/12/2017

Julius Baer proposes new addition to board 11/12/2017
The Board of Directors of Julius Baer Group are to propose Richard Campbell-Breeden for election as a new member of the Board at the Annual General Meeting on 11 April 2018.

Consent, appropriateness and retention key to GDPR, says wealth management software firm 08/12/2017
Financial planners and wealth managers should consider consent, appropriateness and retention as key areas of preparation for the EU General Data Protection Regulation (GDPR), according to Iress.

Charles Stanley to open 'super' office for Oxford and Reading 07/12/2017

 
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