Author name: Global Private Banker

Northern Trust Makes Senior Leadership Appointment in Hong Kong

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

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

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

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

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

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

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

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

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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BlackRock and Reliance’s finance unit to form asset management venture

The world’s largest asset manager is re-entering India — and it’s doing so in a partnership with Asia’s richest man. Jio Financial Services and BlackRock have struck a deal to form a joint venture, called Jio BlackRock, aimed at serving India’s growing investor base. BlackRock and Reliance’s finance unit are targeting an initial investment of

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Krzysztof Bratos

Managing Director – Head of Investment Division Private Banking, Wealth Management Brokerage House and Retail Investments
mBank S.A.

Indonesia, Jakarta

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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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      Izaskun Azaldegui

      Head of Wealth Management in San Sebastián
      CA Indosuez Wealth Management

      I´m Izaskun Azaldegui Alba, a seasoned professional with extensive experience in banking and wealth management.  With over two decades of experience I´ve taken on various managerial roles, demonstrating my leadership abilities and expertise in private banking.  From leading teams effectively to achieving top positions within major national and international financial institutions, my career journey reflects my commitment to excellence and continuous growth in dynamic environments.

      My educational background is comprehensive, including a Master´s degree in Business Administration by Deusto University, certifications, and specialized programs in finance, coaching and management.  Notably, I´ve completed the Executive Program for Women in Senior Management and obtained a Professional Coach Certification, enhancing my leadership and mentoring capabilities.

      My proficiency in multiple languages, including English, French, Basque and a little German has been instrumental in navigating diverse professional environments and building strong relationships with clients and colleagues worldwide.  Moreover, my international experience, particularly in France and the USA, has broadened my perspective and enriched my cultural understanding.

      Edmund Shing, PhD

      Global Chief Investment Officer
      BNP Paribas Wealth Management

      Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

      Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

      Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

      Aurélie Maillard

      Head of Private Markets
      Société Générale Private Banking Europe

      Aurélie Maillard started her career in 2014 at Banque Privée 1818 (now Natixis Wealth Management) as a banker in charge of business development for the wealth management offering of the regional Caisses d’Epargne. She then joined Flexstone Partners (a subsidiary of Natixis IM) in 2017, first in Paris and then in Geneva, as Vice President in the Investor Relations and Business Development team.

      Aurélie Maillard joined Societe Generale in Geneva in July 2022 as Head of Private Markets for Societe Generale Private Banking Europe.

      After obtaining a Bachelor’s degree in Law from Sheffield Hallam University in the UK, Aurélie Maillard continued her legal studies in France with a Master’s degree in Business Law from UPEC and a Master’s degree in Wealth Law, Notary Track, from the University Jean Moulin Lyon 3. She is also a graduate of the Grande École programme (Master of Science in Management) of EM Lyon Business School.

      Tara Palmer

      Chief Operating Officer            
      SG Kleinwort Hambros

      Andrew Yen

      Founder
      Panhe Family Office

      Ph. D. in Chinese finance, Master of Financial Engineering, CFP Holder in Taiwan and China, formerly with UBS and UBSS, he has served as an independent director of Shandong International Trust Co., Ltd.(1697.HK), an expert lecturer in the senior management class of the Tsinghua University School of Law China Trust Industry Association, and a Special Lecturer in the CPB Certification Course for internationally certified private bankers. Dr Yen has 25 years of practical experience in the family office (Chinese mainland, the US, Singapore, Hong Kong, Taiwan, Vietnam, Thailand, Malaysia, etc.) , have a deep understanding of the practical problems and obstacles faced by entrepreneurs in Greater China. Dr Yen has also been invited to teach and share on topics related to heritage at China Europe International Business School, Taiwan University, Peking University and Zhejiang University universities.

      Dr. Yen founded the Panhe Family Office in 2013,focuses on family wealth preservation and nheritance, and ticks to the strategy of “buyer” positioning. With taking “Defend, Attack and nheritance” as the main line, he first nitiated “top ten service modules” of family office industry. incubating family SFO methodology and assisting business families to carry out succession project and construct family governance system. Over the years, Dr. Yen has served nearly 300 families in Greater China by combining theory with action. The Panhe Family Office entered into a strategic partnership with the Rockefeller family office in 2018.

      Kaie-Liis Asu

      Head of Private Banking
      LHV Pank

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