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The week in wealth management - most read on thewealthnet
07/04/2017 , News Team


UBS Wealth Management appointed Stephen Wilson as a director in its Leeds office. Mr Wilson will hold the position of client adviser at UBS, focusing primarily on clients in South Yorkshire and expanding UBS Wealth Management’s capabilities in the region. Having joined from Coutts, where he spent a decade, Mr Wilson progressed through the private banking ranks prior to taking on the role of wealth manager at Coutts in 2011.

John Evans, international editor, looked at why a family office can be an expensive way into personal wealth management.


Coutts Invest, the private bank and wealth manager's first ever online investment tool, was launched, offering access to five personal portfolio funds designed and managed by Coutts’ team of investment specialists.

ANZ is readying the release of information on its Australian wealth business, formally starting the auction for the A$4.5 billion (US$1.8 billion) division. The bank is seeking a buyer to take over its local insurance, advice and investments operations. But it says it has not finally decided on a structure for any sale and said it remains open to options, including a listing of some or all of the division.


The Deutsche Bank wealth management head for the UK, Russia and Eastern Europe, Andreea Grob, is leaving the bank. Ms Grob, who joined Deutsche in 2008, has overseen relationships with key UK clients since 2015 and will be replaced by Loïc Voide.

BNP Paribas made further appointments in its wealth management division. Hubert Musseau takes on the role of chief executive officer for Switzerland and emerging markets and Francois Dacquin joins as the new chief executive for Luxembourg and international Europe markets. 


Standard Chartered Private Bank has partnered with Fitch Learning, a training and professional development firm, and business school INSEAD, to create a bespoke training programme for its global front-line staff.

Former Coutts director Mark Winterburn joined Swiss banking group Julius Baer International as an executive director in its London-based investment advisory team. In this capacity, he will help to extend the capabilities and solutions the team offers clients.  


A tax amnesty is to be introduced by Jersey to give residents and businesses the opportunity to disclose any incorrect declarations or pay any unpaid charges. 

Freddie Pooter mused over a private banking police force.

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