All articles by Valentina Romeo
Valentina Romeo
Scottish referendum: over-hyped or real concerns from the wealthy?
As we move closer to the 18 September referendum, a surging frenzy over the possible consequences of a yes vote is spreading out among many wealth managers and their clients, writes Valentina Romeo.
Ignore geopolitical risk at your peril’, warns deVere Group
Investors are being urged to review their portfolios more regularly and to include a small exposure into real assets, such as commodities and precious metals, as a precaution against rising geopolitical risk, says Tom Elliott, international investment strategist at deVere Group.
Investment ties between HNWIs and family businesses lucrative but underutilised: KPMG
Despite 44% of of high-net-worth individuals (HNWIs) having previously invested in a family business and a vast majority (95%) citing it as a positive experience in comparison to their other investments, involvement of HNWIs in family business financing remains an underutilised route, a new study by KPMG has found.
UK wealth managers divided on potential impact of Scottish independence
UK wealth managers are almost evenly split in their opions around the possible impacts of Scottish independence on their clients.
Citi Private Bank names new global head
Citigroup has named Peter Charrington as the new global head of Citi Private Bank.
Charrington succeeds Mark Mason who was recently named chief financial officer for Citi’s Institutional Clients Group.
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Ashcourt Rowan appoints five new financial planners
London-based wealth management and consultancy firm Ashcourt Rowan has boosted its financial planning team with five new hires.
Credit Suisse to combine European private banking businesses
Credit Suisse is merging its eastern European private banking business (Private Banking EEMEA) with the Western Europe unit as it shifts regional focus after recording heavy losses due to crackdowns on untaxed offshore funds.
ABN AMRO Singapore appoints new country executive
ABN AMRO has announced that Hans Hanegraaf will be the next country executive of ABN AMRO Singapore and head of Private Banking Asia & Middle East.
First Shanghai private bank launch remains uncertain
After a month since Chinese banking regulator CBRC disclosed the approval of three private banks, plans seems to have changed.
Lombard Odier publishes results for the first time
Geneva-based private bank Lombard Odier has registered a consolidated net profit of CHF 62.5 million ($68.4m) for the first half of 2014 as unveiled in its first ever financial results announcement.