All articles by Valentina Romeo
Valentina Romeo
Flight of the Falcon
Having been in his new role since 1 January 2015, Erich Pfister, the new global head of Falcon Private Bank, has a clear strategy for the lender. Pfister, who most recently moved from Credit Suisse, tells Valentina Romeo, how he aims to differentiate the private banking boutique by leveraging its strengths and keep ‘feeding the Falcon’ towards the East
The island to discover
A diverse economy experiencing its 33rd year of growth, the Isle of Man (IoM) continues its move from traditional offshore market to an inpatriate and expatriate market for the mass affluent and HNW segments. Valentina Romeo speaks to key players about how the IoM is thriving as a niche market for local and international clients
Slowdown and fears will not stop Spanish private banking
With poor economic growth and high unemployment rates, Spain may not seem like an attractive or lucrative market. However, both HNWI numbers and wealth are expected to grow significantly in the next five years, giving private banks fertile ground. Valentina Romeo digs into WealthInsights latest country report
Philanthropy growing globally, technology’s spot on – BNP Paribas WM and Forbes
Global philanthropic activity has increased by five points on average in 2015 with Europe recording the strongest growth in current and projected giving, a new survey has revealed.
Swiss wealth to keep growing, despite controversy: WealthInsight
Despite recent scandals and reputation issues, Switzerland is set to see more wealth generating among its HNWIs, a research from PBI’s sister company WealthInsight has revealed.
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Ardan International appoints new CEO
Ardan International, the independent international wealth platform formerly known as Acordias, has appointed Richard Preston as its new chief executive officer (CEO).
Social affairs and untapped avenues
Social media platforms such as Twitter, Facebook and LinkedIn, haven’t appealed to private banks and wealth managers in the same way that they have to retail lenders and their clients. But there are several ways in which private banks, as well their wealthy clients, can use social networks to maximise the potential of these channels. Valentina Romeo explores
Hargreave Hale to open Norwich office
Hargreave Hale is to open a Norwich office with the appointment of two investment managers, the UK investment management firm has announced.
Force Over Mass Capital launches SEIS EIS Technology Fund
Force Over Mass Capital, a specialist technology start-up fund, has launched a Seed Enterprise Investment Scheme (SEIS) – Enterprise Investment Scheme (EIS) fund which will invest in fast growth technology companies.
Banque de Patrimoines Privés SA to use Avaloq Banking Suite
Banque de Patrimoines Privés SA, the Luxembourg-based private bank part of the Crèdit Andorrà Group, has migrated to the Avaloq Banking Suite as the provider further strengthen its presence in the jurisdiction.