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The week in wealth management - most read on thewealthnet

14/01/2019 News Team

Monday

The 2019 PAM 50 Most Influential results were revealed, the definitive list of those at the forefront of shaping private client work in the UK and Crown Dependencies.

Ian Orton looks back on 2018 which demonstrated once again that when markets roil, the only factors that go up are correlations.

Tuesday

Brewin Dolphin shows how subjective industry rankings based on client assets really are, writes Ian Orton.

Former Société Générale Hambros adviser Stephen Le Lievre has joined Brooks Macdonald’s Jersey office as a senior investment manager.

Wednesday

Blue Whale Asset Management, the London-based global equity boutique launched by one of the UK’s richest individuals, smashes peers in the 2018 performance stakes.

Citi Private Bank has created two new C-Suite roles, to be filled by existing executives at the firm, as the bank looks to engage more clients in its asset management strategies.

Thursday 

Steven Cooper has taken up his new position as chief executive C. Hoare & Co. He joins from Barclays Bank where he was chief executive of Barclays Personal Banking UK and Europe, and the chief executive of Barclaycard Business.

Brooks Macdonald will cut 50 staff, mainly in administration and IT, as part of a drive to reduce costs, following a year where revenue and client asset growth was let down by poor profitability. 

Friday 

Freddie Pooter takes a look into Paul Feeney, chief executive of Quilter, openess about his past mental health challenges in a campaign to make the City more aware, and understanding of, these issues. 

Aisling McArdle, a former C. Hoare & Co family office specialist, has joined Owl Private Office, the wealth firm established in 2016 by former executives of Lord North Street.

Also this week nominations for the 2019 PAM Top 40 Under 40 opened. To nominate a rising star in the private banking and wealth management sector please click here.

 

 

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