All articles by Valentina Romeo
Valentina Romeo
Duncan Lawrie bolsters London banking team with senior hires
Duncan Lawrie Private Bank has announced a raft of new hires and promotions at its London office, in response to a significant increase in new business in London and the South East.
Barclays’ W&IM unit has a new CEO
Akshaya Bhargava will be the new CEO of Barclay’s Wealth and Investment Management (W&IM) unit.
Citi Private Bank names new head for North America
Citi Private Bank has named Tracey Brophy Warson head of Citi Private Bank in North America.
Wellian Investment Solutions announce 100% corporate growth
Kent-based discretionary fund manager Wellian Investment Solutions has announced 100% corporate growth since Q1 this year.
Vontobel surf the consolidation wave
Swiss asset and wealth manager Vontobel has been pursuing a distinctive strategy over the last three years, concentrating on its local and global platforms, and reaching excellent results despite the big wave of consolidation in the market. Valentina Romeo reports.
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US HNWIs reach a record 4 million
The population of US HNWIs jumped 17% to 4 million and their investable wealth by 18% to reach $13.9 trillion in 2014, according to the US Wealth Report 2014 by Capgemini and RBC Wealth Management.
Exclusive Interview: Technology revamp while keeping culture intact
It has been Samuel Pepys’, Thomas Gainsborough’s and Lord Byron’s bank. C. Hoare & Co. has recently made many changes, yet in essence it remains the same. In an exclusive interview, Hoare’s head of wealth management, Annamaria Koerling, explains to PBI’s Valentina Romeo how the private bank engineered its technology revamp while staying true to its values.
Arbuthnot Latham appoints private banker in Manchester
Arbuthnot Latham & Co.,, the independent private banking and wealth management arm of the Arbuthnot Banking Group has announced the appointment of Michelle Duncalf, private banker at Arbuthnot Latham’s North West regional office, based in Manchester.
China’s multi-millionaires to reach 1.2m in 2017
The number of people in China with personal wealth topping 10 million yuan ($1.6m) is set to reach 1.2m in the next three years, according to a new annual ranking of the wealthiest individuals in China.
Arbuthnot Letham boosts Exeter office with senior hires
Arbuthnot Latham & Co., the independent private banking and wealth management arm of the Arbuthnot Banking Group has announced the appointments of Chris Reah and Matthew Elliott as senior private banker and private banker respectively at Arbuthnot Latham’s Exeter regional office.