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Private Banking

Sara Ferrari, UBS

UBS sees chance to add colour to family office picture

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

Daryl Liew

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

Chingyee Yau, HSBC Private Banking

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

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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

PWM 1217 cover

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? 

Luigi Pigorini, Citi

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

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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

Christoffer Malmer, SEB

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

Jean-Francois Mazaud, SocGen

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

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

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