All articles by Vania Goncalves

Vania Goncalves

Rathbones scraps merger plan with Smith & Williamson

The board of Rathbones has announced that exclusive merger discussions with Smith & Williamson have been terminated. Rathbones said in…

How private banks can use social media to build networks

The private banking industry has been slow in adopting social media. However, with more clients and prospects having an active…

APAC financial institutions ‘need to think cybersecurity prevention’

Approximately 55% of financial institutions in Asia-Pacific still feel that a rather reactive, detect and respond approach towards cyber security…

TD Ameritrade launches AI-driven bot for Facebook Messenger

TD Ameritrade has launched a chatbot for Facebook Messenger driven by artificial intelligence (AI) technology and backed by live client…

Falcon Private Wealth hires Daniel Gerber as CEO

Falcon Private Wealth has appointed Daniel S. Gerber as its new CEO. Gerber will join the asset management firm in…

Avaloq hires Stefan Benz as head of digital and front

Avaloq has appointed Stefan Benz as head of digital and front. Benz will drive the implementation of Avaloq’s digitisation strategy…

Stonehage Fleming appoints Eva Sheppard as senior director

Stonehage Fleming, an independently owned family office, has appointed Eva Sheppard as a senior director within its investment management division.…

OMGI launches CoCos fund

Old Mutual Global Investors (OMGI), part of Old Mutual Wealth, has launched its first ‘CoCos’ strategy, the Old Mutual Financials…

Warwick Newbury becomes chairman of Sandaire Investment Office

Multi-family office Sandaire Investment Office has appointed Warwick Newbury as its chairman. Newbury will take up his new position in…

Penny Lovell to launch Sanlam UK private office

Sanlam UK has recruited Penny Lovell to launch its new private office proposition. Lovell will assume the role of CEO…