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The week in wealth management - most read on thewealthnet

29/05/2018 News Team

Monday
Wealth advisory boutique Strabens Hall appointed Adam Benskin as chief executive, John Halley as head of legal, financial and compliance and Alistair Peel as head of investor services as part of a reorganisation of the senior management team.

Editor at large Ian Orton took a closer look at JM Finn’s recent results.

Tuesday
Cazenove Capital appointed Ahmet Feridun as manager of investment research within its wealth management client business. Mr Feridun, who will report to Caspar Rock, chief investment offiicer, has joined from Cazenove Capital.

The FCA criticised so-called robo-advisers in a review – but what exactly were the failings the regulator found?

Wednesday
Sarah Bates is retiring as chair and as director of St. James's Place, as part of its planned succession arrangements and in advance of its annual general meeting (AGM) held this week. In due course, Iain Cornish, currently the senior independent director, will become chair and Roger Yates will be appointed as the senior independent director.

Could Goldman Sachs be the next disruptor with the expected launch of Marcus, an online digital bank, in the UK?

Thursday
The Coutts Luxury Price Index (CLPI) reveals that despite a drop in the Consumer Price Index (CPI), inflation is on the increase for wealthy individuals. This could have implications for their investment portfolios.

Swiss cooperative bank Raiffeisen, which has become embroiled in a scandal centred on its former chief executive Pierin Vincenz, is selling off its private banking business. The buyer for Notenstein La Roche is Swiss private bank and asset manager Vontobel.

Friday

Freddie Pooter looked at why high performers leave their firm.

Ian Orton, editor at large, examined Edinburgh-based Aubrey Capital Management and its chance for growth

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