All articles by John Schaffer
John Schaffer
Stifel lures BofA Merrill Lynch advisors
Stifel Financial Corp, a U.S. headquartered financial services holding company, has announced the hires of five financial advisors from Bank of America Merrill Lynch to strengthen its wealth management offering.
Growing mass-affluent segment, rising opportunities for private banks in the GCC
The mass-affluent segment has been a rising force in the GCC region, increasing at a faster rate than the HNW and UHNW clientele. The number of expats entering the region is a significant driver of this mas saffluent segment. However, are international private banks operating in the region maximising the prospects of servicing this growing segment? John Schaffer finds out
Senior People Moves: September
This month, Bernard Kalfon, senior managing director at UBP, moved to Stanhope Capital as partner, and Pierre Ramadier, head of wealth management for international retail markets at BNP Paribas, moved to the Bank of the West as the head of wealth management group. Here are all the people moves that recently made the news
Arbuthnot makes Manchester appointments
Arbuthnot Latham has appointed two new hires in the North West of England from Brewin Dolphin and Kellands (Hale).
INTERVIEW: Sanctums acquisition of RBS Indian private banking unit
As Royal Bank of Scotland (RBS) withdraw its private banking services from yet another international region India a new player has risen to take the reins. Shiv Gupta, a senior private banker for RBS India, has won the bid to run the unit within his new company, Sanctum Wealth Management. Gupta tells John Schaffer about plans ahead
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Pictets investment outlook
Swiss bank Pictet released its investment outlook during its annual dinner at the British Museum, London. The 10th anniversary of the event provided a rare opportunity to garner the banks strategy.
BTG Pactual: Buying into the Swiss market
Brazilian investment bank BTG Pactuals acquisition of Swiss private bank BSI highlights the ongoing M&A trend in the private banking and wealth management industry. However, the BSI brand will be kept secure, furnished with growth plans, and ringfenced from any Latin American activity. John Schaffer speaks with Steve Jacobs, managing partner at BTG Pactual, to find out more
AxiomSL announce head of EMEA regulatory analysis team
AxiomSL, a provider of regulatory reporting and risk management solutions, has announced the hire of Nicola Hortin as Head of the Europe, Middle East and Africa (EMEA) Regulatory Analysis Team.
Stanhope Capital attempts to attract private and institutional clients with new hire
Stanhope Capital, a global investment office located in London, Geneva and Jersey, has appointed Bernard Kalfon as a partner to further develop the firms private and institutional client base outside of the UK, primarily in France and Israel.
APAC wealth continues to grow: Capgemini, RBC report
RBC and Capgemini have released a report (Asia Pacific Wealth Report 2015) citing the growth in Asia-Pacifics HNWI population by 8.5% in 2014 to 4.7 million people one million more than two years ago while wealth levels increased 11.4% to $15.8 tr.