Company Profiles
Latest News for Company Profiles
- August 26, 2010 - Interview - Filling A Lending Gap As Basel Bank Rules Tighten
Regulators of the global banking system are tightening up the capital standards, which may make sense in a world where the costs of lax credit have been made brutally obvious. Tougher rules, however, can also hurt entrepreneurs – future wealth management clients.
- July 23, 2010 - Strong Service Culture Is Key For Credit Suisse's Private Bank In Americas
As head of Credit Suisse Private Banking Americas, Anthony DeChellis strives to personally meet every relationship manager who ultimately reports to him. “It’s definitely a significant time commitment, but hiring, developing and retaining the most talented professionals in our industry is the cornerstone of our strategy,” said DeChellis in a recent inte.
- July 9, 2010 - Squeeze Technology, Not Clients To Raise Profits - Market Street Advisors
Do you know how much it costs your company to maintain accounting information for each of your clients? If the answer is no, you are not alone. The majority of family offices and private wealth managers have not put pen to paper to work out the numbers.
- June 10, 2010 - Neuberger Berman CEO Defends Its Portfolio Manager Model
George Walker, chairman and chief executive of Neuberger Berman, strongly defended his firm’s “portfolio manager-centric” style of wealth management in an exclusive interview with Family Wealth Report. “That’s who we are,” Walker said.
- May 24, 2010 - Big Hiring Plans In North America At Citi Private Bank
Hiring continues apace at Citi Private Bank North America, which has recruited six new private bankers, one top executive and two investment counsellors in the last two and half weeks alone. And don’t expect a slowdown anytime soon, chief executive Peter Charrington told Family Wealth Report in a recent interview.
Latest Features for Company Profiles
- February 4, 2010 - Expansion Is Top Priority For BNY Mellon Wealth Management
Full-throttled expansion is at the top of BNY Mellon Wealth Management’s agenda this year. The bank unit, which has around $154 billion in assets under management, plans to increase its roster of sales staff by around 20 per cent, adding 20 to 25 new salespeople to its existing sales force of 110 people, said chief executive officer David Lamere in an exclusive interview with Family Wealth Report. .
