All articles by Valentina Romeo
Valentina Romeo
European wealth reaches record high in 2013, a region-focused Julius Baer says
Julius Baer has launched its first Wealth Report specifically focused on Europe and traces the evolution of wealth in the region showing that inequalities and complexity remain a challenge, Valentina Romeo reports.
C. Hoare & Co hires former Barclays Wealth’s managing director UK
C. Hoare & Co.announced the appointment of Stuart Cummins as head of wealth management strategy. Cummins will be working with Annamaria Koerling, head of wealth management, on the development and implementation of the overall strategy for the division as well as leading the bank’s wealth planning team.
Ogier Fiduciary Services re-brands as Elian
Ogier Fiduciary Services, a provider of corporate, fund and private wealth administration services, has re-branded as Elian, following the management buyout (MBO) from the Ogier Group in June.
Stanhope Capital forms real estate advisory board
Stanhope Capital, the global investment office, has created a Real Estate Advisory Board, the latest add-on proposition to its wealth management services.
Is there a risk premium for being willing to fail unconventionally?,’ Coutts UK CIO says
Is there a risk premium for being willing to fail unconventionally? Or, in plain English, potentially looking stupid after the fact? Coutts is looking for alternative sources of alpha, which could mean to paraphrase John Maynard Keynes, being willing to fail unconventionally or, as Coutts’ CIO UK translates, capturing the ‘stupidity risk premium’. Valentina Romeo reports.
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Lombard Odier IM names ex-BlackRock veteran in Italy
Lombard Odier Investment Managers (LOIM) has appointed Andrea Argenti as country head for its business in Italy.
What Europe can learn from the UK RDR
The most important lesson to be learned from the UK experience of RDR is that positive engagement between all parties creates an easier process and regulation that works effectively for all concerned, Valentina Romeo reports
The 21st century RMs: Embodying a new professionalism
The current reshaping of the wealth management industry has led private bankers and advisors to face inevitable Darwinian changes in the way they service clients. Though traditional skills and rules remain crucial, clients are asking for more. Valentina Romeo speaks with key industry players to understand how the role of relationship managers is evolving.
Adam & Company strengthen Aberdeen team with four hires
Adam & Company, a subsidiary of RBS’ private banking group, has appointed four team members to its Aberdeen office, bringing the team total to 12.
FCA fines Barclays £38m for putting £16.5 billion of client assets at risk
Barclays has today been fined a record £38m ($62.3m) by the Financial Conduct Authority (FCA) for failing to properly protect clients’ custody assets worth £16.5 billion.