People moves: Jacquot to lead Edmond de Rothschild’s real estate business

Edmond de Rothschild – The asset manager has placed its three specialised real estate subsidiaries under a single management and appointed Pierre Jacquot to lead the business. Jacquot has joined the asset management executive committee. Jacquot will be responsible for strengthening synergies between the €10bn real estate business as well as for convergence with other asset management and private…

Global Finance names IBQ ‘Best Private Bank in Qatar’

International Bank of Qatar (IBQ) was named ‘Best Private Bank in Qatar’ by Global Finance’s fourth annual ‘World’s Best Private Banks Awards’. The award yet again recognises IBQ’s excellence in private banking and wealth management and its commitment to developing long-lasting privileged relationships with its clients. The winners are those banks that best-serve the specialised…

MOVES- UBS, J.P. Morgan Private Bank, HSBC

Nov 7 (Reuters) – UBS UBS has poached Wendy Liu from Nomura for the newly created role of head of China strategy, Refinitiv IFR reported J.P. MORGAN PRIVATE BANK J.P. Morgan Private Bank named Alex Wolf as head of its client investment strategy in Asia. HSBC HSBC has hired five analysts in London as part…

Broadridge and UBS Americas to Redefine Wealth Management Technology in North America

NEW YORK, N.Y. – Oct. 25, 2018–Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, and UBS (NYSE:UBS), the world’s largest wealth manager, today announced an innovative strategic partnership where UBS Wealth Management USA will be the anchor client on Broadridge’s new wealth management industry platform. The Broadridge Wealth Platform is a next-generation open platform that will…

Lombard Odier brings blue-blooded private banking to SA

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…

Maitland launches South African multi family office as HNWIs look to move wealth offshore

The global trust and administration firm Maitland has announced it is launching a multi-family office to service high net worth families, individuals and entrepreneurs in South Africa. In setting up the offering, Maitland acquired Talaria, a Johannesburg-based fiduciary business set up by Cheryl Howard. Howard will now lead the fiduciary team at Maitland’s family office.…