All articles by Valentina Romeo
Valentina Romeo
IFP director to lead new online advisory business
A new online advisory service has been launched on 26 August in the UK by Chris Williams, former CEO of Ashcourt RowanFinancial Planning and current board director at the Institute of Financial Planning (IFP).
Valartis Group’s operating income drops 30% in H1
Valartis Group AG has reported operating income of CHF 21.9 million ($23.9m) in the first half of 2014, going down 30% from CHF 31.3m year-on-year.
BNP Paribas wealth and asset management unit reports 15% rise in pre-tax income
BNP Paribas Wealth and Asset Management unit has reported a significant increase in its second quarter pre-tax income to 196million ($262m) up 15.2% from 170m ($227m) in the first quarter of 2014.
Ashcourt Rowan hires two investment directors
Ashcourt Rowan Asset Management, part of the UK wealth management group, has hired Andre Girault and Tim Dickens as investment directors.
South Africa: Whats the winning formula for its private bankers?
A combination of changing demographics, new technology and regulations is challenging traditional private banking business models in South Africa. Customer care, openness and transparency are at the forefront of the country’s wealth management. Valentina Romeo talks to the biggest players to see how they are differentiating their offering
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Exclusive: Credit Suisse to hire 40 Italian bankers and upgrade digital platform
Credit Suisse’s private banking division in Italy is planning to hire 40 new top private advisors within the next three years and spend 10 million upgrading their technology platform.
Exclusive: London & Capital expects a 40% AuM increase by 2017
London & Capital (L&C), the UK-based independent wealth management firm, is targeting a £3.5bn ($6bn) growth of its AuM in the next 3 years, a 40% increase from its current £2.5bn worth of assets.
Exclusive: Duncan Lawrie to double its client base in 5 years
Duncan Lawrie, the UK private banking and wealth management boutique, has revealed ambitious plans to double its client base within the next 5-10 years.
Barclays launches mobile banking application for Wealth clients
Barclays has launched its mobile banking application for UK high net worth clients to manage their personal bank accounts on the go.
Exclusive: SGPB Hambros on the hunt for an acquisition
Societe Generale Private Banking Hambros (SGPB Hambros) is looking to acquire a private bank to bolster its presence in the UK, just months after selling its Asian division to DBS, Valentina Romeo and Mark Foxwell report.