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What is Private Banking and How Does It Work?

Razorpay

The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. The process typically begins with an in-depth consultation to understand the client’s financial goals, risk appetite, and specific needs.

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An evolving service provider landscape

The TRADE

David Berney and Michael Broadbent run Ergo Consultancy which delivers what it refers to as provider “beauty parades” for buy-side organisations looking to outsource their trading, whereby it presents all the services in the industry to that asset manager, hedge fund or asset owner. Because they largely contradict each other.

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People Moves Monday: Rokos Capital Management, LMAX Exchange, Clear Street and more…

The TRADE

Rokos Capital Management appointed Sabina Awan as trading solutions consultant, based in London. Prior to that, she worked as global trading business manager. Longfellow Investment Management appointed Allison Goldie as fixed income trader.