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UBS creates new single global wealth management division as profits increase 08:01 GMT

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Ex-RBC Geneva CIO becomes head of discretionary management at Swiss private bank 08:01 GMT   Standard Chartered Private Bank hires two for wealth intermediaries team 14:00 GMT
UK regional firm makes three new hires 14:00 GMT   MiFID II, KIDs, risk and projected returns: a triumph of pseudoscience over common sense 08:01 GMT
 
Punter Southall Aspire to buy Oxford-based IFA 14:00 GMT   BNP Paribas uses technology to create 'new form of wealth management' 14:00 GMT
ANALYSIS & COMMENT   PEOPLE
UK wealth management: still stuck at that crossroads? 18/01/2018
thewealthnetSmith & Williamson's Groundhog Day: Will its putative flotation ever happen? 17/01/2018
thewealthnetJ.P. Morgan's $1.97 billion of pre-tax profits and $1.26 trillion of client assets reinforces its credentials as a global wealth management titan 16/01/2018
thewealthnet
  Coutts director joins Rathbones 19/01/2018
thewealthnetInvestment trade association expands board as new chairman takes over 19/01/2018
thewealthnetGlobal asset manager makes senior appointment, plans to open new office in Europe 18/01/2018
thewealthnet
COMPANIES   PRODUCTS & SERVICES
Lombard Odier joins forces with nonprofit global health fund 08:01 GMT
thewealthnetReyl & Cie launches new website to highlight 'entrepreneurial and international footprint' 19/01/2018
thewealthnetMitonOptimal acquires Midlands based HNW advisory firm 19/01/2018
thewealthnet
  London firm launches online investment service 18/01/2018
thewealthnetScalable Capital to offer financial advice to investors 18/01/2018
thewealthnetGuinness launches new service for investors looking for Business Relief with the potential for growth 17/01/2018
thewealthnet
WORLD   REGULATION
deVere to launch across Latin America 19/01/2018
thewealthnetEquities the asset of choice for investors, BofA Merril Lynch January survey shows 18/01/2018
thewealthnetBank of America sees wealth management revenue rise to $4.7 billion in Q4 2017 17/01/2018
thewealthnet
  Disclosures required in MiFID II's PRIPS' regulations are misleading, claims Scotland's biggest investment management partnership 14:00 GMT
thewealthnetFinancial Services Compensation Scheme increases levy on UK financial firms 19/01/2018
thewealthnetPanama joins international tax co-operation efforts to end bank secrecy 18/01/2018
thewealthnet
TECHNOLOGY   OTHER NEWS
Scalable Capital to offer financial advice to investors 18/01/2018
thewealthnetJersey residents warned about bitcoin death threat email 17/01/2018
thewealthnetUS digital wealth-management platform integrates with Interactive Brokers 17/01/2018
thewealthnet
  January UK investor sentiment at highest level since May 2017 - Lloyds Private Bank 19/01/2018
thewealthnetOptimistic on global economy, but mindful of downside risks - Sanlam 18/01/2018
thewealthnetUS digital wealth-management platform integrates with Interactive Brokers 17/01/2018
thewealthnet
INSIDE VIEW  
  Technology is important for advisers but don't forget the human touch
 
 
   
DIARY OF A PRIVATE BANKER
Psssssst, want to help a new London digital private bank get off the ground?
DIARY OF A PRIVATE BANKER
CITYFLY
Reyl & Cie launches new website to highlight 'entrepreneurial and international footprint'
CITYFLY
Funds Round Up
Allianz GI, BNY Mellon and more
CITYFLY
 
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