No family office can do everything and UBS sees an opportunity in using the full range of its services to fill in the gaps, explains the head of its Global Family Office unit, Sara Ferrari
Private Banking

Asian private banks struggle to bridge talent gap
Asian clients are developing increasingly complex needs and demanding more from their wealth managers, making the shortage of experienced relationship managers a growing concern for private banks

Private banks enable women to invest with confidence
Women tend to be less confident investors than their male counterparts, and although this should be addressed by wealth managers, it has not necessarily detracted from performance

Building a wealth proposition around women
Longer lifespans and increasing levels of wealth make women a key segment for private banks but most have a long way to go when it comes to addressing the needs of their female clients

Pictet’s Collardi coup rewards bank on right track
Having ruled the roost at Julius Baer for almost a decade, eyebrows were raised when Boris Collardi signed up to run Pictet’s wealth management business. But will he be able to exert the same influence he enjoyed in his old role?

Personal touch keeps Citi playing in ‘Premier League’
The top private banks are all competing for the attentions of just a few thousand wealthy families, reveals Citi CEO Luigi Pigorini, whose bank has found success by targeting the upper echelons of that group

Global Private Banking Awards 2017 - Analysis: Regional players rise up to compete for global prizes
UBS may have come out on top once again in our annual awards, but competitors are closing in, while a number of regional banks appear to be making a successful transition onto the global stage

Is MiFID II a headache or an opportunity for private banks?
With the new Markets in Financial Instruments Directive coming into force in January, what will the impact be on private banks? Christoffer Malmer from SEB, LGT's Thomas Piske and Uner Nabi from EY give their views
UBS keeps wealth management brand ranking crown
UBS has maintained its global lead among wealth management brands, according to consultant Brand Finance, and Asia-Pacific is on the rise thanks to China’s love of a good name

Political transformation adding to French renaissance believes SocGen
Optimism is running high in both the political and financial systems in France, says Société Générale’s private banking supremo Jean-Francois Mazaud
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|
