All articles by Valentina Romeo
Valentina Romeo
Exclusive: BBVA Bancomer PB to open two new offices for UHNWIs
BBVA Bancomer, Mexico’s largest bank by assets, is opening two new offices for UHNWIs in Monterrey and Guadalajara by the summer of 2015 as it continues to target the wealthiest Mexican families.
Fewer investors confident about Europe’s recovery – JP Morgan Private Bank survey
Only a small number of HNWIs and UHNWIs are confident about EU’s move towards a recovery, with only 5% of investors feeling very confident that policymakers will be able to ‘restart the region’s credit engine’, a JP Morgan Private Bank’s survey has revealed.
International Wealth Platform Acordias rebrands as Ardan International
Acordias, the Isle of Man-based global wealth platform, has rebranded as Ardan International right after UK wealth management firm Rowan Dartington announced the platform’s acquisition.
Lombard Odier extends SE-Asia presence through Kasikornbank partnership
Lombard Odier, Geneva’s oldest wealth manager, has signed an agreement with Thailand’s Kasikornbank to expand its footprint in South East Asia.
Clarien appoints Bermudan banking veteran as head of private banking
Clarien Bank Limited has announced the appointment of Clare Spearing as head of private banking. In her new capacity, Spearing will report to Paul Finn, head of global wealth management for Clarien.
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Rowan Dartington breaks through client assets of £1bn
Rowan Dartington Group, an independent wealth management firm in the UK, has reached the £1bn ($1.56bn) milestone of client assets, growing by 72% over the last two and a half years.
UK set to become largest luxury goods market in Europe by 2018
The UK is set to overtake France and Italy and become the leading luxury market in Europe by 2018, retail agency Conlumino has forecasted.
Barclays offers cheque photo payments to premium clients
Over one million Barclays’ Premier Account holders will be able to pay in a cheque by taking a photo of it on their smartphone and sending them electronically, the bank has announced.
The 2014 Autumn Statement stirs up diverse views
PBI has put together some reactions to the much awaited 2014 Autumn Statement by Chancellor George Osborne. Stamp Duty reform has undoubtedly been one of the major changes announced by the Chancellor as it could represent a considerable hike for those owning a property worth more than £2m.
Exclusive: Pilotage to offer FO consulting practice
Pilotage, the Switzerland-based independent asset management firm, has launched its new Family Office Consulting practice as part of its offering. The newly-added unit will provide advice to clients on cross-border solutions especially regarding FATCA exposures, and range from signatory conflicts to US citizens with international interest and families.