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The week in wealth management - most read on thewealthnet

22/12/2017 News Team

Monday

PAM Insight announced it has added Henry Wilkes, founding partner of Institutional FX Advisory Partners, to the Judging Panel for the 2018 PAM Awards, which will mark the 20th anniversary of the definitive Awards programme for the UK’s private asset management sector

Yves Mirabaud, president of the Association of Swiss Private Banks, issued a rebuttal to a claim in the Financial Times newspaper that Swiss private banks are in a deteriorating state of health

Tuesday

UBS confirmed that Holger Engelhardt is to take over from Bernhard Buchs as head of investment services and products (IPS) wealth planning, effective 1 March 2018. Mr Buchs will remain at UBS where he will be taking on a new challenge

Wednesday

Stonehage Fleming (UK), the UK arm of the Stonehage Fleming Group, moved back into profit for the year to 31 March 2017 according to its latest annual report and accounts

Swiss private bank, Banque Syz, appointed Yasmina Barin as its new head of advisory. Ms Barin started her career on the research team at Capital International before joining the Syz research team in October 2006 as a senior analyst

Thursday

Coutts has said that Japanese and European equity markets helped its investment performance in the year to the end of November. In an update the bank said a “typical balanced portfolio” was up 7.9 percent at the end of November

Juerg Hunziker is to become group chief executive of wealth management IT firm Avaloq, replacing Francisco Fernandez, who will concentrate on the role of group chairman, effective 1 January 2018. Mr Hunziker joined Avaloq as deputy group chief executive and group chief markets officer in 2016

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