All articles by Valentina Romeo
Valentina Romeo
Exclusive: Nutmeg CEO talks to PBI about selling a stake in the business
Nigel Wray, chairman of Saracens rugby club, has acquired a minority stake in online wealth management firm Nutmeg.
Exclusive: US still the number one spot for millionaire growth
The US has fared better than many other countries when it comes to millionaire growth. According to a new report from WealthInsight, America’s wealthy are expected to grow at a rapid rate and China could have to wait longer than expected to take the top spot.
Exclusive: Federal Reserves plans to scale back could lead to China taking top spot
This press release is part of a series of annual updates on major markets for 2013/2014. It includes analysis elements from WealthInsight’s reports on US and China.
KYC Exchange Net launches online platform for KYC data exchange
Swiss KYC Exchange Net AG has developed a new web-based communication platform that facilitates the cost-effective upload, management and exchange of Know Your Customer (KYC) and Customer Due Diligence (CDD) information for the private banking industry.
The top three financial New Year resolutions for HNW individuals
High net worth individuals’ top three financial resolutions for 2014 are to save more for their retirement, include more higher risk investments in their portfolios, and provide greater levels of financial support for their families.
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Exclusive: M&A dominates private banking in 2013
2013 has seen a major drive in consolidation. A tsunami of M&A in the wealth management industry has been triggered by tougher regulation, tax treaties and continuing margin pressure and competition.
All eyes on Europe: JP Morgan
A new survey from JP Morgan revealed 70% of investors have improved their expectations towards Europe since the beginning of the year, with a positive outlook over equities.
Mandela will be missed
Keeping up with Nelson Mandela’s life values of perseverance and modesty, Jeroen Rijpkema, CEO of ABN AMRO Private Banking International, shares his thoughts about the South African icon’s death
Plurimi to open asset management business to external investors
London-based wealth management and investment advisory firm Plurimi is planning to open its funds to external investors for the first time.
Exclusive: JP Morgan targets Japan
JP Morgan’s chief investment strategist, Cesar Perez, said the bank was targeting Japan after witnessing ‘surprisingly rapid growth’ this year.