All articles by Valentina Romeo
Valentina Romeo
Standard Chartered CIO and CRO to retire
Standard Chartered has announced the retirement of Jan Verplancke as chief information officer and group head of technology and operations as well as Richard Goulding as chief risk officer from the group.
The US and emerging markets will drive global growth, Eurozone downgraded: Societe Generale PB
Societe Generale Private Banking (SGPB) expects a solid global growth ahead driven by the US and emerging markets as the Eurozone experiences deflationary pressures, the bank has revealed in its 2015 macro investment outlook.
Citi Private Bank appoints head of strategic client segments EMEA
Citi Private Bank (CPB) has appointed David Poole, formerly the global market manager for CPB UK, in the newly created role of head of strategic client segments EMEA.
Nomura appoints deputy head of wealth management in Asia from Morgan Stanley
Nomura Holdings has named Amanda Chen deputy head of its wealth management division for Asia, ex-Japan. Chen was previously the head of strategic transaction group at Morgan Stanley Private Wealth Management.
Hargreave Hale relocates Worcester branch to continue regional expansion
UK investment manager Hargreave Hale has relocated its Worcester branch to the Waterside district of the city in an attempt to increase its presence in the region.
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Walker Crips to open office in Truro
Walker Crips, the UK investment and wealth management group, will expand its presence in the West Country by opening a new office in Truro, Cornwall, at the end of February 2015.
Bringing the world to Mexico
A competitive economy that is opening up to the world, Mexico has it all to provide wealth management players a solid foundation to thrive on. With the UHNW segment growing rapidly, opportunities are abundant for private banks. Valentina Romeo reports on how the country is turning into an attractive private banking hub
The year gone by and the year to come
It has been another 12 critical months for private banking and wealth management. Big changes have followed new clients demands and increasing regulatory and technological developments. Valentina Romeo summarises what the industry has seen in 2014 and what to expect in 2015
The Direct approach
FinecoBank has recently pocketed 673m from its IPO in the Italian stock exchange. Though the direct bank of UniCredit has not launched a separate wealth management unit, it has had a solid influx of wealthy private clients over the years. Valentina Romeo talks to the bank’s CEO Alessandro Foti to understand the bank’s avant-garde strategy
MilleniumAssociates’ CATCH programme expands to independent asset managers
MilleniumAssociates, an international M&A and Corporate Finance Advisory firm, has expanded its CATCH programme to the independent asset management industry.