Amundi CEO Yves Perrier prides himself on having instilled a highly efficient culture at the French firm, but regrets missing out on the purchase of Pioneer’s funds arm

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

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

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?

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

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, 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

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