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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

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

Jim Prior, The Partners
From Wealth Management / Private Banking August 28, 2013

Time for banks to reflect on branding

In their pursuit of new money, private banks are trying to build up brand recognition, be it by highlighting their traditional values or the way they have embraced the digital revolution

Oleksii Aleksandrov, UkrSibbank
From Wealth Management / Private Banking July 19, 2013

Global heavyweights set sights on Ukraine

Ukrainians are worried about the security of their assets, creating opportunities for global wealth managers

Christian Gattiker, Julius Baer
From Wealth Management / Private Banking April 8, 2013

Private banks put brakes on inflation

With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices

PWM 0312 cover image
From Wealth Management / Private Banking February 28, 2013

Private banks reaching into new asset pools

Private banks and fund houses are facing huge upheavals to the way they do business, but some see the current environment as a chance to boost dialogue with clients and increase their share of wallet

Peter Harrison, RWC Partners
From Wealth Management / Private Banking January 31, 2013

Private banks pressed to use ESG lens

By boosting its headcount, London-based RWC Partners has improved the firm’s ability to forge links with wealth managers

Catherine Tillotson
From Wealth Management / Private Banking January 31, 2013

Reputations take a pounding from regulators’ firing squads

The damage to banks reputations from scandals will make it harder for these institutions to secure private client business

Ray Soudah, MilleniumAssociates
From Wealth Management / Private Banking December 4, 2012

Leading players to dispose of private banking offshoots

It is looking increasingly likely that many of the big global financial players will seek to offload some of their private banking operations, but who might step in to buy them?

Su Shan Tan, DBS Bank
From Wealth Management / Private Banking December 3, 2012

Private banks turning Eastern promise into reality

The potential for private banks to expand in Asia is huge but newcomers must choose their target markets carefully and be aware of the risks and costs they will face in becoming established

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Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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