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The week in wealth management - most read on thewealthnet

18/06/2018 News Team

Monday
Old Mutual confirmed that the price range for the sale of 9.6 percent of the ordinary shares of Quilter has been set between 125p and 155p per ordinary share.

Killik & Co appointed James Bowman, Matthew Greenhill, Simon Bowyer and William Stevens to its wealth planning team.

Tuesday
Wealth manager Brewin Dolphin appointed Nick Hammond as operations director for its new West End office, following a five-year sabbatical from wealth management.

Ashburton Investments appointed Tony Wilshin as managing director of its international business.
 
Wednesday
Julius Baer appointed Vicki Lee as group head for Greater China. She will report to David Shick, head of private banking Greater China.

Charles Stanley reported  full year pre-tax profits of £11.4 million, a or 29.55 percent increase on the 2017 result. At the same time it made changes at a board level.

Thursday
Rathbones confirmed that it is to acquire Glasgow-based Speirs & Jeffrey for an initial consideration of £104 million.

UBS Global Wealth Management launched its first sustainable investing portfolio in the UK, following the launch of new sustainable investing portfolios in Asia Pacific and Switzerland.

Friday
Editor at large Ian Orton took a closer look at Charles Stanley’s results.

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