All articles by Valentina Romeo
Valentina Romeo
HNWI Analysis – Diversification: A key to growth
PBI has drawn on WealthInsight’s research to analyse a specific industry which plays a major part in driving high-net-worth wealth creation. This month PBI looked at diversification in Turkey, Russia, Singapore, Mexico, and India.
AXA Wealth’s wrap Elevate assets close at £7 billion
Assets on AXA Wealth’s wrap Elevate were up 45% at £6.9 billion in the third quarter of 2013 as the platform’s sales significantly soared.
2013 the worst year for diversification according to Pictet
Not investing in developed equities has come at a big cost in 2013 as other assets struggle to compensate, Swiss bank Pictet said during a briefing in London on Wednesday.
Morgan Stanley pre- tax income nearly triples at US$668 million
Morgan Stanley’s latest financial results show its wealth management unit reporting pre-tax income of $668 million for the third quarter ending 30 September 2013, a 63% increase from $247 million in the same period last year.
Winning among winners
Colombian financial stability has been highly supported by its profitable banking system and sound regulatory framework. Exploring Latin America’s fourth largest economy, Valentina Romeo takes a closer look at the country’s fast growing wealth and the need for the industry to satisfy a new emerging class of clients.
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C-Quadrat and BCM & Partners merge
BCM & Partners the independent fund management business said today that they have concluded their merger with asset manager C-Quadrat.
Fidelity launches Fidelity Wealth Management
Fidelity Worldwide Investment has launched Fidelity Wealth Management, a new service providing exclusive information and enhancing support to personal investors with investible assets of over £500,000.
EXCLUSIVE: US HNWIs become world leaders in luxury investments
The US wealthiest have become the leading luxury investment contributors, holding more than US$118 billion in 2012, Private Banker International can reveal.
Alarming report sweeps the industry
Wealthy individuals often receive poor or inadequate service although some firms give outstanding advice, according to a survey by Fuchsbriefe, a joint venture partner in The Private Banking Prufinstanz.
Coutts appoints corporate finance specialist
Coutts has appointed Hans Prottey as corporate finance specialist executive director to strengthen its Strategic Solutions team.