Citigroup is simplifying the management structure in its private bank following the departure of Ida Liu, who announced Monday that she will resign this month after 18 years at the megabank.
A prominent Citigroup executive is leaving as the bank reorganizes an elite arm of its wealth management business, the latest ...
Private banking is evolving from a relationship-only model into a technology-enabled wealth advisory ecosystem. Across Europe ...
In an increasingly bifurcated world, wealthy families are turning to DBS for innovative family office services, helping them grow cross-border wealth and manage succession, while using their wealth as ...
Guided by regional expertise and a coherent strategy, OTP Private Banking has built a far-reaching private banking network that emphasises comprehensive advisory solutions, streamlined operations and ...
Global wealth is on the rise, with the number of high net worth individuals (HNWIs) growing by 4.4% in 2024 to reach 2,341,378. According to The Wealth Report 2025 by Douglas Elliman and Knight Frank, ...
Despite uncertain times, AI helps wealth managers deliver top-flight performance. In a year marked by heightened volatility across capital and currency markets amid persistent trade disruptions, ...
The good old days when clients used private banks as offshore depositories and happily paid for the privilege are over. With a renewed emphasis on managing clients’ investments, coupled with efforts ...
Eric Housman sees Fifth Third Wealth Advisors as occupying a distinct space in the fee-only advisory world — but one it's not likely to have all to itself for long. Processing Content Many banks ...
Xapo Bank combines licensed banking with regulated Bitcoin custody. See how its savings, card, and BTC-backed loans work.
Private banks expand offerings to meet changing client demands. For 10 consecutive years, Global Finance has recognized the leaders and visionaries in the private banking industry through our World’s ...