All articles by Valentina Romeo
Valentina Romeo
Barclays appoints ex-RBS executive as regional head of W&IM in North West
Barclays has appointment Steve Renfrew as regional head of its wealth and investment management (W&IM) division in the North West, UK
(Out)Sourcing success
With rising competition and industry costs, outsourcing is gradually becoming commonplace in the wealth management sector. In the UK, Societe Generale Securities Services has recently launched a front-to-back office wealth management service, which is attracting many businesses. Valentina Romeo gets details from the unit’s head of sales, Michael Le Garignon
SJP retains 96% of its clients’ assets, AuM jumps 17%
St. James’s Place (SJP), the UK independent wealth manager, has recorded an exceptional 96% in its clients’ assets retention in 2014.
Julius Baer appoints ex-Barclays Wealth exec for its North West UK business
Alan Edwards has joined Julius Baer’s London office as a senior relationship manager (RM) with the rank of managing director senior adviser. Edwards will head Julius Baer’s business in the North West region of the UK, and will report to David Durlacher, head of RM.
BIL and KBL epb agree on acquisition deals for their Belgian and Swiss units
Banque Internationale à Luxembourg (BIL) and KBL European Private Bankers (KBL epb) have signed two agreements regarding their private banking operations in Switzerland and Belgium.
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Private bank from Monaco opens office in London
Compagnie Monegasque de Banque (CMB), a private bank based in Monaco, is launching a new wealth management business in London to cater for High Net Worth (HNW) clients, specifically targeting UK resident with the non-domiciled status.
New UK private bank partners with Oracle for digital banking platform
Hampden & Co, a new UK private bank launching in the first quarter of 2015, has partnered with Oracle FLEXCUBE on Oracle Managed Cloud Services to develop its digital banking capabilities as well as handle its core banking infrastructure.
Edmond de Rothschild appoints chairman’s wife as CEO
Edmond de Rothschild, the Swiss private banking group, has appointed Ariane de Rothschild, the chairman’s wife, as the bank’s CEO.
Arbuthnot Latham appoints chartered wealth planner from Ashcourt Rowan
Arbuthnot Latham & Co., Limited, the independent private banking and wealth management arm of the Arbuthnot Banking Group, has appointed John Hutton-Attenborough as a chartered wealth planner with its media and international teams.
Investec Wealth & Investment appoints ex-WMA’s CEO as non-executive director
Investec Wealth & Investment (IW&I) has appointed former Wealth Management Association (WMA)’s CEO, Tim May, to the IW&I Board as a non-executive director and a member of the remuneration and audit committees.