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The week in wealth management - most read on thewealthnet

08/10/2018 News Team

Monday
Kleinwort Hambros has appointed Matt Falla as head of private banking, Guernsey and deputy head of private banking, Channel Islands, as part of its strategy to grow its offering in the Channel Islands.

Kingswood Holdings Limited, which trades under the name KW Wealth and was formerly known as European Wealth, has acquired Marchant McKechnie Independent Financial Advisers Ltd for a maximum consideration payable amount of £4.0 million, subject to FCA approval.

Tuesday

TwinFocus, a US-based boutique multifamily office managing more than $5 billion, has opened a London office, which will be led by Harinder Hundle.

The Maltese operation, Dolfin Asset Services Ltd, of London-based Dolfin has become a member of the Malta Stock Exchange (MSE).

Wednesday
Banker Atul Bansal has left Citibank after 29 years to launch his own wealth boutique, aiming to be the trusted “family doctor” investment manager.

Quilter Cheviot chief executive Martin Baines is stepping down, amid a raft of senior staff changes at the discretionary manager's parent company following its June public listing. 

Thursday
Andrew Wheeler is to start work on Brewin Dolphin’s 1762 propositionthewealthnet has learnt. 1762 is located in the West End of London and is dedicated to serving more complex and wealthy clients.

Ian Orton examined why a possible wealth management tie-up between Cazenove and Lloyds is not as mad as it may seem. 

Friday
Freddie Pooter took a look at the aristocratic wealth management professionals he failed to mention last week.

RBC Wealth Management has appointed Dean Moore, Oliver (Olly) Spry and Chrys Vakla to its sales & relationship management team in London, from Coutts and Credit Suisse.

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