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Daniel Reeves
From Wealth Management / Private Banking February 4, 2014

One man’s role in exposing secrets of Swiss banking

An IRS investigator was looking into offshore credit cards when a whistleblower put him onto the trail of UBS’ activities on US soil. This spiralled into an attack on the secrecy surrounding Swiss banking

Jean-Claude Erne, Pictet
From Wealth Management / Family Offices February 3, 2014

Family offices struggle in new environment

Crackdowns on tax avoidance and evasion are forcing single family offices to change how they manage their affairs, with increasing numbers now outsourcing certain aspects of their business

Dina de Angelo, Pictet Wealth Management
From Wealth Management / Business Models January 31, 2014

Gazing into the future of wealth management

The mass affluent class is set to be a key battleground for the wealth management industry as banks previously targeting the top tier look further down the ladder while universal banks aim upwards. But will clients benefit?

Karin Jestin, Lombard Odier
From Wealth Management / Private Banking January 28, 2014

Banks uniquely positioned to harness philanthropic spirit

Philanthropy has undergone a recent surge, but private banks should develop more innovative solutions to boost its effects and help to draw attention to forgotten causes, believes Lombard Odier’s Karin Jestin

Catherine Weir, Citi
From Wealth Management / Profiles November 29, 2013

Citi senses opportunity in rise of next generation

Citi’s Catherine Weir believes the vast wealth due to be passed from one generation to the next over the coming decade presents a huge opportunity for family offices and wealth managers

Eric Syz, Banque SYZ & CO SA
From Wealth Management / Profiles November 28, 2013

Pioneering Banque Syz welcomes winds of change

Eric Syz, who helped found Banque Syz along asset management lines rather than the more traditional secrecy-led model, welcomes the changes running through Swiss private banking and plays down rumours of a possible sale

Ariel Arazi, Bedrock
From Wealth Management / Family Offices November 27, 2013

Market performance keeps family offices in equities

Many family offices remain overweight equities as markets continue to outperform other mainstream asset classes, but worry that valuations are too high

Carolyn Leng, CIMB Private Banking
From Wealth Management / Profiles October 30, 2013

Asian focus keeps CIMB ahead of the competition

Malaysia’s CIMB Private Banking is facing increased competition from its domestic rivals, but is responding with moves into Islamic investments and increasingly cross-border operations, explains chief executive Carolyn Leng

Jürg Zeltner, UBS Wealth Management
From Wealth Management / Profiles October 30, 2013

Resurgent UBS puts wealth management first

Jürg Zeltner explains how UBS managed to bounce back from the dark days of the credit crisis and discusses the role of wealth management within the group

PWM 1013 Cover
From Wealth Management / Business Models September 27, 2013

Seeking partners to help lift returns

PWM’s tenth annual sub-advisory research survey finds clients happy for private banks to outsource mandates to third parties, but these relationships need to be nurtured

Historically, German real estate has seen overheated markets and over-supply, but we are far from such scenarios today, according to Consus, a firm keen to manage costs and embrace latest construction technologies.

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