What types of services private banks provide ? The private banking sector is a specialized area of the financial industry that serves high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) who have substantial financial assets. Private banks provide a range of services such as wealth management, investment advice, estate planning, and tax advisory services to help…
MEXICO CITY — JP Morgan Chase & Co’s private bank is expanding in Mexico and elsewhere in Latin America, the unit’s regional CEO said on Wednesday, as wealth creation and political changes bolster the sector’s prospects. The bank plans to increase the number of its frontline private bankers in Latin America by 15 percent, the…
The 222-year-old, Swiss bank was recently awarded a category one licence from the Financial Sector Conduct Authority 25 OCTOBER 2018 – 18:41 WARREN THOMPSONSwitzerland-based private bank Lombard Odier is expanding its services to the South African market, targeting clients looking to diversify their portfolios offshore. The 222 year old bank will provide advisory and related…
