All articles by Valentina Romeo
Valentina Romeo
Investec Wealth & Investment makes triple hire from Barclays to Bournemouth office
Investec Wealth & Investment (IW&I) has appointed Rob Jones, Darren Elmes and Steve Hart as senior investment directors to the Bournemouth office.
New York beats London as the world’s leading financial centre – survey
New York has once again beaten London as the world’s leading financial centre, according to a survey commissioned by Kinetic Partners.
HNWIs unsure about EU recovery, view France as the game-changer – JP Morgan survey
Among HNWIs and UHNWIs of 17 European cities and Dubai, two fifths (41%) are unsure about whether the EU can turn the economy around and see France as the major trigger for recovery, a survey conducted by JP Morgan Private Bank has revealed.
Real estate and IT top private equity investments for Indian UHNWIs – report
Real estate and IT continue to be the top two sectors for Indian UHNWIs’ private equity (PE) investments, with e-commerce emerging as a new favourite, a new report from Kotak Wealth Management has revealed.
Exclusive: LGT hires former Julius Baer executive as head of Middle East operations
LGT Group, the biggest lender in Liechtenstein by assets, has appointed the former CEO of Julius Baer Middle East, Peter Schär, to head its Middle East operations.
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Rising importance of Islamic finance in Liechtenstein
On 28 October, top financial institutions in Liechtenstein held the first ever Islamic finance conference in this central-European microstate. Aiming to attract wealthy Muslims to its private banks and become an attractive financial hub, Liechtenstein is examining the challenges and opportunities to build its Islamic finance infrastructure and Sharia-compliant product range. Valentina Romeo investigates
Adapting to a complex world: Banca Albertini Syz
Banca Albertini Syz is benefitting from the family legacy of the Albertinis and the experience of its Swiss backbone Banque Syz&Co., to support its private banking stronghold in Italy. Valentina Romeo speaks to the bank’s co-general director, Daniele Piccolo, to understand how the lender is getting ready for the industry’s changing times
Wealth managers to increase allocation in boutiques and smaller funds – survey
Over 41% of wealth managers and multi managers expect to increase their asset allocation to boutiques over the next 12 to 18 months, fund distribution company Harrington Cooper has revealed.
Guernsey banking deposit values increase by 4.5% in Q3
The value of deposits held by banks in Guernsey grew by £3.5 billion ($5.4) or 4.5% during the third quarter of the year, the Guernsey Financial Services Commission (GFSC) has announced.
Julius Baers AuM up 12% in the first ten months of 2014
Julius Baer Groups’s assets under management (AuM) amounted to CHF 285 billion ($399bn) at the end of October 2014, an increase of CHF 31bn, or 12% since the end of 2013, according to the bank’s latest interim management statement.