Author name: Global Private Banker

Top 100 Global Private Banks 2024

Rankings / By

As the complex and fast-evolving global macro-economic environment in 2023/24 impacts wealth flows dogged with persistent inflation and continued high-interest rates, private banking institutions are having to actively source new investment opportunities for clients that extend beyond conventional investment products, asset classes and markets. Importantly, investors are having to wrestle with heightened market turbulence and […]

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Northern Trust Makes Senior Leadership Appointment in Hong Kong

People Moves / By

Hong Kong, July, 20, 2023 – Northern Trust (Nasdaq: NTRS) today announces the appointment of Benze Lam as the head of Northern Trust’s Hong Kong entity, in a newly created position to foster greater innovation and global collaboration, continuing its commitment and momentum in the region. Based in Hong Kong, Lam will retain his position as Head of

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Asset And Wealth Management—Embracing AI And Consolidation To Win

Technology / By

FORBES — The advice to asset managers has always been to focus on your strength—whether it be investing or distribution, for instance. Well, that is simply not enough anymore…. In today’s dynamic financial landscape, the asset and wealth management industries are undergoing a remarkable transformation. As technology advances, customer expectations evolve and fees further compress,

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Kelly Johnston returns to Mechanics Bank to lead Wealth Management unit

People Moves / By

WALNUT CREEK, Calif., July 19, 2023–(BUSINESS WIRE)–Mechanics Bank (OTCEM:MCHB) has appointed Kelly Johnston as executive vice president and director of wealth management. The industry veteran will lead the Bank’s longtime Wealth Management unit, with a focus on providing additional offerings in trust and estate services, retirement planning, employee benefit plans, specialty asset management and private banking.

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Blackstone reaches record $1 trillion in assets; Q2 earnings slump

Asset Management / By

NEW YORK, July 20 (Reuters) – Blackstone Inc (BX.N) said on Thursday it became the first manager of alternative investments such as private equity and real estate to reach $1 trillion in assets, a milestone accompanied by news its second-quarter distributable earnings dropped 39% amid a slump in asset sales. Blackstone achieved its $1 trillion goal three

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Flagstar Bank hires six First Republic teams to expand private banking

People Moves / By

July 20 (Reuters) – Flagstar Bank, a subsidiary of New York Community Bancorp (NYCB.N), said on Thursday it has hired six private client banking teams from the now-defunct First Republic Bank. Three of the teams are based on the West Coast and three teams are based in New York City, the bank said in a statement.

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UBS agrees to pay $388 million over Credit Suisse’s Archegos failings

Private Banking / By

ZURICH, July 24 (Reuters) – UBS (UBSG.S) has been ordered to pay $388 million to British and U.S. regulators over Credit Suisse’s dealings with private investment firm Archegos Capital Management, the Swiss bank said on Monday. The settlement is the first of several that UBS could have to pay after it last month closed its takeover of

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Julius Baer pulls in $10bn in new money as advisor hiring spree continues

Private Banking / By

Julius Baer is planning on continuing an advisor hiring spree it embarked on earlier this year which has so far helped the Swiss private bank attract CHF 9.2bn ($10.6bn) in net new money. The Swiss private bank reported it had hired 57 advisors – known internally as relationship managers – in the first half of

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Citizens Names Susan deTray as Head of Citizens Private Bank

People Moves / By

PROVIDENCE, R.I.–(BUSINESS WIRE)–Citizens Financial Group, Inc. (NYSE: CFG) today announced the appointment of Susan deTray as Head of Citizens Private Bank. In this new role, she will lead the bank’s private banking growth strategy and partner closely across the enterprise to propel growth in Wealth Management, Business Banking and Commercial Banking. The Citizens Private Bank has multiple

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Former Credit Suisse LatAm private banker joins JPM Miami biz

People Moves / By

JP Morgan Private Bank has hired a new recruit for its Miami-based team covering clients in Mexico. Adolfo Acebras Alva joined earlier this year as an executive director banker, according to a social media post from Marice Brown, JPM Private Bank’s head of Mexico. ‘With Adolfo’s 15 years in the industry, we are excited to

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      The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

      COVID-19
      Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

      Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

      The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

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