SEE ALL TODAY'S STORIES »

The week in wealth management - most read on thewealthnet

16/07/2018 News Team

Monday
Dmitri Rozanov, a former managing director at EFG International in London, is suing the bank over claimed unfair dismissal after he allegedly raised whistleblowing issues over high-risk clients of the Swiss-based bank.

C. Hoare & Co., the UK’s oldest bank recorded pre-tax profits of £23.94 million for the year to 31 March 2018, according to its latest annual report and accounts.

Tuesday
London-based Killik & Co, an independently-owned private client investment management and stockbroking firm, has opened a new “flagship” office in Northcote Road Battersea, its ninth office in the capital and its suburbs.

Santander Asset Management has appointed Oriana Mezini to its fund selection team, based in London. Prior to her appointment, Ms Mezini spent two years at Coutts where she was an associate director in fund research.

Wednesday
Arbuthnot Banking Group Plc has appointed Andrew Salmon as chief executive at Arbuthnot Latham & Co, Limited with immediate effect, after the previous chief executive, Ian Henderson, resigned suddenly due to “personal reasons” in April this year.

Brewin Dolphin, Rathbones and Schroders are the biggest UK independent specialist wealth management firms in terms of income, according to the provisional results of a ranking based on the most recent full-year reporting cycle.

Thursday
Barclays Wealth Management has appointed Graham Nicoll to lead the newly merged Midlands, North & West market covering all teams outside of London and the South East of England.

Schroders, whose wealth management interests trade as Cazenove and Benchmark Capital, heads a ranking in terms of assets under management and administration despite trailing both Rathbones and Brewin Dolphin in terms of income at the end of the latest full-year reporting cycle.

Friday
Freddie Pooter took a look at Dena Brumpton’s time at Barclays at what her next steps might be.

Are wealth managers too confident about cyber security?

Share with Linkedin Share with Twitter
SEE ALL TODAY'S STORIES »

 RATE THIS ARTICLE
Poor   Average   Good   Excellent