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Former C.Hoare & Co CIO resurfaces at UK arm of France's Diplomats Bank to develop new advisory and discretionary asset management service 08:00 GMT

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The week in wealth management - most read on thewealthnet 14:53 GMT   Banque Transatlantique's new UK-based wealth management reflects post Brexit optimism, says London head 14:01 GMT
Chase de Vere acquires medical IFA 14:01 GMT   Raymond James reports record AUM for August 14:01 GMT
 
Barclays Wealth advisers vote with their feet in move to Julius Baer 11:06 GMT   Julius Baer hires from UBS for chief risk officer 08:00 GMT
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
  Liechtenstein bank hires investment solutions head 08:00 GMT
thewealthnetFormer Coutts man joins investing platform 21/09/2017
thewealthnetQuilter Cheviot hires trio for new investment team 21/09/2017
thewealthnet
COMPANIES   PRODUCTS & SERVICES
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
thewealthnetCantor Fitzgerald retains Buy rating on Brooks Macdonald following 'organic growth' 21/09/2017
thewealthnetBrooks Macdonald FUM pass £10 billion milestone 21/09/2017
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
  Jersey Finance hires new head of technical 08:00 GMT
thewealthnetOld Mutual Wealth launches defined benefit transfer training with insurance institute 08:00 GMT
thewealthnetFirms should take care to consider the stakes of SMCR, PAM Annual Compliance Dinner hears 21/09/2017
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  
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