All articles by Valentina Romeo
Valentina Romeo
What matters most to high net worth families is giving their wealth a purpose, says Withers
New research by Withers, drawing directly from interviews with high net worth international families, has revealed that generational succession in wealthy families around the world has led to a fundamental re-evaluation of the purposes of wealth and family businesses.
HNWIs wealth reaches a new record high of $52.62 trillion, says WWR
The investable wealth of HNWIs reached a record high of $52.62 trillion in 2013 building on a strong five-year trend, according to the 2014 World Wealth Report (WWR) released today by Capgemini and RBC Wealth Management.
Exclusive: From tradition to innovation – PBI roundtable Frankfurt 2014
Private Banker International’s European round table show ended its journey in the German financial hot spot of Frankfurt. The event took place in the elegant Westin Hotel with a select group of industry leaders to discuss the latest developments in the digital sphere and how new regulations will be impacting the German market, with MiFID II on the horizon.
Exclusive: Legal advice on the rise for HNWIs, says Berkeley Law
HNWIs will need more legal-based advice as professional ethics increasingly integrates with the business model of many financial services industries.
Exclusive: PwC warns private banks over underestimating MiFID 11
Only a third of the private banks have actively started analysing the impacts and the raft of implications of MiFIDII, according to PwC.
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Exclusive: MiFID 11; disharmony blights new instruments’ rules and implementation
While agreement might finally have been reached between the European Commission, Council of the European Union and the European Parliament on MiFID II, major implementation challenges lie ahead. Paul Golden and Valentina Romeo speak to some of the industry’s leading experts.
Exclusive: Brazilian powerhouse Itaú snaps up rivals to dominate Latin America
Profiting from one of the largest acquisitions in Latin America, Itaú Private Bank International is reaping the rewards from the fast-growing Brazilian market. As competition with international players heats up, the bank is reviving its strategy to cope with the ever-demanding ultra-wealthy clients. Flávio Souza, head of private banking for Itaú, talks to PBI’s Valentina Romeo in his first profile interview.
Lloyds profits up 22% in Q1
Lloyds Banking group has reported a 22% increase in underlying profit at £1.8 billion for the first quarter of 2014, up from £280m for the same period last year.
State-registered banks the fastest growing bank wealth management segment: Cerulli
State-registered banks the fastest growing bank wealth management segment: Cerulli
Franklin Templeton multi-asset CIO departs after 18 years
Brent Smith, CIO at Franklin Templeton’s multi-asset strategies segment, is departing after 18 years.