Both entrepreneurs and their offspring lose sleep over how family assets should be passed between generations, while wealth managers are terrified of losing clients. A clear and open discussion is vital in ensuring a smooth succession

Charitable activities can bring families together, but with younger generations frequently having different goals and ideas, they can also prove divisive

UBP boss Michel Longhini discusses his firm’s takeover of Coutts’ Asian arm, the importance of asset management to his business and the challenges facing Swiss banks

The fund management business may be dominated by the branding power of global players but there are still plenty of boutique firms delivering healthy returns

Some of the names may change, but London is well placed to survive, and may even thrive, as a financial centre should the UK vote to leave the EU

UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

There are more female billionaires than ever before, with Asian entrepreneurs the big driver. But these women require a different approach from private banks than their male counterparts

With the regulator’s radar firmly tuned towards big banks, smaller players are now able to offer their relationship managers much greater flexibility, making them much more appealing in the battle for talent