Ida Liu: Citi’s Private Bankers «Don’t Just Wear a Private Banking Hat»
One of the most common barriers to referral business in the industry lies between affluent and private banking segments.
Wealth and Asset Management
15471 articles found
CI Financial buys $7.5bn Chicago RIA
Acquisition increases CI’s U.S. assets to US$95 billion and deepens its Chicago presence
Zurich firm launches alts fund management company and hires partner
Ioannis Gaiganis has been appointed CEO of the new venture.
ABN Amro interested in private banking acquisitions – CEO
The CEO said the bank has been exploring deals for some time now but did not provide further details.
Ocorian triumph at MENA Awards
The awards are designed to recognise outstanding organisations in the MENA region grouped by specialism and geography, which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year&
Quilter Foundation renews partnership with financial education charity MyBnk
All programmes will be provided by MyBnk’s expert trainers and will be aided by volunteers from Quilter plc.
UBS Brings TV Sports Closer To Life
Switzerland’s biggest bank paid a seven-figure sum for a multi-year sponsorship agreement with the producer Players Media.
Rothschild & Co: 2021 – 3rd quarter release
Record quarterly revenues driven by strong market conditions across all three businesses
From a domestic to a global focus; the drivers of diversification of GCC family businesses
This heavy concentration in one geography carries inherent risks as does the fact that the portfolio is in one asset class – private equity, which also poses a risk in that it is highly illiquid.
ABN AMRO reports net profit of EUR 343 million in Q3 2021
Net profit in Q3 2021 was EUR 343 million, delivering a 6.5% return on equity (7.8% excluding CIB non-core) despite continued pressure on net interest income and a EUR 217 million provision for revolving consumer credit.
UBS celebrates its first Female Founder Award winner
For the Female Founder finalists, UBS created a year-long program that includes support and mentorship, coaching for interactions with investors, and working closely with client advisors from our wealth management teams globally.
Carrick Wealth opens new office
The company’s focus is on enabling high net worth individuals to grow, protect and preserve their wealth.