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LATEST ARTICLES
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By making Valentin Valderrabano COO of Citi Global Wealth, the US bank demonstrates its willingness to think outside the box when promoting from within.
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Eric Cardozo, co-founding partner, COO and CFO of Brazilian private banking boutique WHG, talks to Euromoney about quitting a mainstream firm in 2020 and why more private bankers in the country seem to be following suit.
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Euromoney hosts its first private banking dinner since 2019.
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BNP Paribas’s top private banker talks to Euromoney about his love of Brittany’s rough seas, the power of ESG, and digital’s ability to transform and improve every step of the client journey.
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The UK bank’s new fund aims to deliver metaverse-themed investment opportunities to wealthy clients in Hong Kong and Singapore.
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What practical steps do banks have to take when a client falls foul of a sanction list?
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The ‘Subject matter expert for fine art lending’ has the kind of job everyone wants: appraising art and helping the wealthy borrow against a private collection. But he tells Euromoney that it involves a great deal of time observing, listening and figuring out what the client wants.
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Covid has been a tough time for junior private bankers. Instead of learning on the job, most have been stuck at home. The best banks have mentor systems and training programmes, but nothing can replace real face time with seniors and building trust with clients over a glass of wine.
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HSBC’s head of global private banking in China, Jackie Mau, explains the lender’s onshore ambitions, the future of Wealth Connect, plans for new offices and how and why China differs from other private wealth markets.
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JPMorgan is named the world’s best wealth manager in Euromoney’s latest private banking and wealth management survey. It is testament to the US bank’s global strength in serving the wealthiest families, along with its drive to constantly transform itself and boost diversity as it hires the most talented relationship managers in core markets.
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The next decade will be one of exceptional value creation in the birthplace of private banking. European entrepreneurs are handing the reins of mid-sized Mittelstand firms to the next generation, while others sell out to global investors and venture capital firms.
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Ravi Raju has hired some seasoned names and is extending the bank’s reach into south Asia and the Middle East.
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A quiet battle is under way in private banking to hire trusted, super-talented and increasingly well-paid relationship managers. It is tricky and expensive, and it’s pushing salaries ever higher. As the power and prestige of wealth management grows, finding and keeping talent is one of the most important challenges that all banks face.
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Citi’s global head of private banking Ida Liu sits down with Euromoney to discuss her journey to the top of the industry, the value of wellbeing and the importance of eliminating friction from client engagement.
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A city packed with private banks is quietly serving the needs of a large and wealthy part of northern Germany, yet it remains generally unnoticed as a wealth management powerhouse.
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Trading update does little to answer concerns around underlying performance and a slowdown in wealth management.
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The Swiss firm’s decision to sell specialist Zurich-based wealth manager Wergen & Partner is the latest in a series of M&A deals. Expect more activity as private banks expand into new markets, or exit non-core markets to focus resources and invest in technology.
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The Morgan Stanley veteran is a sound pick, but is an old-school investment banker the right person to run the world’s largest wealth manager?
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A new report by Campden Wealth and Raffles Family Office finds that family offices based in Asia are richer, more ambitious and more positive about the future than those anywhere else. That seems unlikely to change any time soon.
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Citi has announced a raft of EMEA region hires across Citi Global Wealth, launched in January. It’s a sign the new division is coming together.
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Andrew Cohen, executive chairman of JPMorgan Private Bank, talks to Euromoney about the war for talent, why diversity and inclusion have never mattered more, and what markets the private bank has in its sights.
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António Horta-Osório shifts more capital away from investment banking and into wealth management, while the executive team sells his risk management overhaul as a growth story.
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A new study shows a high level of restlessness among high net-worth clients: they are tired of being immobile and are considering moving their families
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Adewale Ogunleye was rich and already retired from American Football when he learned what a basis point was. He’s now head of a new UBS wealth segment called Athletes & Entertainers that helps sports icons and singers plan their financial future.
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After a year of testing, China announced the rollout of a ground-breaking wealth management scheme that binds Hong Kong with Guangdong province. It should prove a boon to Hong Kong banks and mainland investors – and to Hong Kong itself.
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High net-worth individuals once eschewed cryptocurrencies. When Covid hit, many learned to embrace them. They see the danger of endless QE and the returns to be generated in the world of decentralized finance.
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The London-based MFO is barely a year old, but in just two months McFaddens has formed alliances in the UAE and now with CIIC, a privately owned Chinese group. It is another sign of how fast this area of high-end private wealth is growing up.
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By trumpeting a decision to relocate its private banking team to a pricier Hong Kong locale, Haitong International comes across as desperate for a headline. Then again, if it leads to a shinier future, it could be a prophetic moment for the big Shanghai institution.
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The French lender’s wealth management university, introduced in 2017, is central to its ability to train private bankers to reach out and serve the high-net-worth clients the bank cannot afford to lose.
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As football fans enjoy an action-packed European Championship, JPMorgan is advancing its project to dominate global sport financing.