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The week in wealth management - most read on thewealthnet 23/06/2017

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St. James's Place recruits former Prudential distribution head 23/06/2017   So what has happened to former Barclays star banker Roger Jenkins' missing millions and how did he get them in the first place? 23/06/2017
One third of alternative asset managers yet to decide on how to pay for research says AIMA 23/06/2017   S&P set to launch range of multi-asset passive funds into UK and European markets 23/06/2017
 
Julius Baer integrates wealth manager and broadens its multicustody wealth management capabilities 23/06/2017   Funds round up: Credit Suisse, Wells Fargo and more 23/06/2017
ANALYSIS & COMMENT   PEOPLE
Wealth managers' digital client onboarding plans stall as end of human only relationships predicted within 5 years - 2017 PAM Digital Survey results 22/06/2017
thewealthnetCoutts versus Lloyds Bank Private Banking: the performance gap narrows 16/06/2017
thewealthnetWill the new data protection rules derail success of content-driven marketing? Claudia Rossler of JP Morgan Private Bank at the PAM Annual Marketing Lunch 15/06/2017
thewealthnet
  Tilney boosts Nottingham office with financial planner hire 23/06/2017
thewealthnetFormer Killik head of wealth planning joins Mazars 22/06/2017
thewealthnetIW&I appoints associate director to Cheltenham office 22/06/2017
thewealthnet
COMPANIES   PRODUCTS & SERVICES
UK wealth manager reduces pre-tax loss to £0.8 million 23/06/2017
thewealthnetVanguard's digital advice service reaches $65 billion is assets 22/06/2017
thewealthnetRaymond James reports 25 percent increase in AUM 22/06/2017
thewealthnet
  EXCLUSIVE: Santander launches Santander Private 20/06/2017
thewealthnetHilbert hires to help launch discretionary offering 06/06/2017
thewealthnetWaverton launches portfolio service for US expats 06/06/2017
thewealthnet
WORLD   REGULATION
Retired households paid 30 percent of income in tax last year - research 21/06/2017
thewealthnetFamily disputes and loss of control are key issues in Chinese succession planning says Jersey Finance 21/06/2017
thewealthnetAsian private banking - and another one bites the dust 19/06/2017
thewealthnet
  The week on eprivateclient: Boodle Hatfield, Butler Snow, EY, Intertrust and more... 19/06/2017
thewealthnetSwiss Federal Council adopts dispatch on AEOI with 41 states and territories 16/06/2017
thewealthnetFCA's regulatory sandbox gains popularity 16/06/2017
thewealthnet
TECHNOLOGY   OTHER NEWS
Wealth managers' digital client onboarding plans stall as end of human only relationships predicted within 5 years - 2017 PAM Digital Survey results 22/06/2017
thewealthnetInvestec launches online investment service 20/06/2017
thewealthnetDeutsche Bank WM to hire 100 new client-facing employees and increase digital investments 13/06/2017
thewealthnet
  Soft Brexit most likely outcome of negotiations, says 7IM 22/06/2017
thewealthnetThree quarters of UK investors would refuse to pay the going rate for financial advice, finds Legg Mason survey 21/06/2017
thewealthnetInvestor sentiment near record levels despite snap election - Lloyds 21/06/2017
thewealthnet
INSIDE VIEW  
  How the EIS market shrugged off the loss of renewable energy
 
 
   
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Funds Round Up
Credit Suisse, Wells Fargo and more
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