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Financial services / Finance / Primary dealers / Wealth / Stock market / Wealth management / UBS / Investment banking / Private banking / Investment / Financial economics / Investment banks


cover sTORY FEATURES 17
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City

Chicago / /

Company

Société Générale Private Banking / Stanhope Capital / JP Morgan / BNR Partners / SandAire / UBS Global Family Office Group / Scorpio Partnership / Northern Trust / Ultra / Credit Suisse / Société Générale / Rockefellers / /

Continent

Europe / /

Country

United States / /

Currency

USD / EUR / /

Event

Business Partnership / /

Facility

Northern Trust’s headquarters / /

IndustryTerm

offices services / wealth management services / certain risky products / family office services / wealth management / listed bank / risk management infrastructure / venture capital/ / asset management / investment banking / investment banking platform / private banking / private bank / wealth management groups / bank / specialised services / investment bank / investment products / wealth planning solutions / to family offices its services / involve providing extra specialised services / /

Organization

Single Family Office / Coutts Private Office / Family Wealth Alliance / /

Person

Duncan MacIntyre / Charlie Mueller / Bob Casey / Adam Wethered / Allen Berg / Sebastian Dovey / Julien Sevaux / Laurent Joly / /

Position

chief investment officer / private banker / head of wealth advisory / manager / professional advisers / co-founder / cofounder / head / specialist / independent solutions / senior managing director for research / managing partner / head of global wealth planning solutions / wealth manager / adviser / /

Product

Scorpio / /

SocialTag