Why are wealth giants targeting Spain?
Barclays PB, Julius Baer and J Safra Sarasin have all recently bolstered their operations in the country
Julius Baer
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Julius Baer sells 50% stake in Mexican wealth manager
But will still retain 19.9% of the business as it remains ‘committed’ to the market
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PEOPLE MOVES: IQ-EQ, Julius Baer, Raffles Family Office
Senior management changes at service provider, while wealth firm names Swiss head of intermediaries
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Wealth manager creates team to serve Spanish intermediaries
As the company looks to ‘further strengthen’ its presence in western Europe
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Management buyout at Julius Baer wealth subsidiary
Following a strategic review by the Swiss group
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PEOPLE MOVES: Julius Baer, Chesnara, Deutsche Bank
Bank makes c-suite change, as life consolidator hires head of strategic development and investor relations
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PEOPLE MOVES: HSBC AM, M&G, Julius Baer
Asset manager names APAC and Hong Kong CEO, while UK firm hires first CIO
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PEOPLE MOVES: Sun Life, Time Investments, Julius Baer
Insurer names president of Asia operation, as investment manager hires head of strategic partnerships
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PEOPLE MOVES: Julius Baer, GSB Capital, Bank Syz
Private bank names group head of Middle East & Africa, while Dubai wealth firm hires FPI veteran
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People Moves: CII, STM Group, Brown Shipley
Professional body confirms CEO’s departure date, while financial services group names CFO successor
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PEOPLE MOVES: CGWM, AssetCo, Nucleus
Wealth manager hires head of distribution, while AssetCo welcomes a familiar face
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Global wealth industry can no longer ignore female investors
Latest figures suggest women will collectively hold $93trn by 2023