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UBS has long been seen as a leader in discretionary portfolio management.

In the wake of the global financial crisis of 2008, Morgan Stanley executives shook up the firm.

No international lender is better at serving privately wealthy China clients wherever they are in the world than HSBC.

Euromoney has recognized the best in private banking worldwide for the last 20 years through our Private Banking and Wealth Management survey. This year, we have built on this experience to launch our first Private Banking awards. This new awards programme examines the industry in more depth, recognizing institutional achievement across all aspects of the business. The categories include high and ultra-high net worth, family office services, wealth transfer and succession planning, digital services, discretionary portfolio management and ESG investing.

It is widely known that China’s wealth management industry has two faces: one looking out (the offshore part) and one gazing in (the onshore part). Fewer realise India, and indeed the broader subcontinent – a region full of large, fast-growing developing economies with strict capital controls – works in much the same way.

The echoes of 2014 have been loud in Brazil’s private banking industry over the past 12 months. A precipitous fall in interest rates – followed by a meteoric rise – has left the market completely the same but also very different.

Pure-play Swiss private bank Julius Baer has had to reconfigure its business model for the 2020s. Chief executive Philipp Rickenbacher talks to Euromoney about why scale and nurturing talent are key to the long-term success of a firm that does just one thing and one thing well: serving wealthy private clients.

Citi’s Wealth at Work, which delivers wealth services to white-collar professionals in sectors from law and asset management to private equity, is less than two years old. Its founder and global head Naz Vahid talks to Euromoney about the concept and where the division can go from here.

Private banks that fled India in the 2010s are returning in force. Those that never left are frantically hiring. With a fast-growing economy creating a lot of new wealth across every sector, India is once again the toast of wealth managers.

A few years ago, some big banks didn’t have a chief investment officer. Today, CIOs oversee a vast network of experts churning out reports, podcasts and webinars to help corporates plan ahead and families grow their wealth. How is all this content created? And how much does it all cost?

For ultra-high net-worth (UHNW) clients with a global purview, the advantage of being able to rely on an international network of fully-licensed private banks is immense. Santander Private Banking Colombia leverages its operations in Miami and Geneva to provide comprehensive investment advisory services and tailor-made financial solutions.

Unibank Privé opened its doors in 2015 and has firmly established itself as one of the country’s leading private banking and wealth management services. Trust and transparency are crucial attributes for any private bank. Unibank OJSC boasts an excellent record earned over more than two decades of public service. The firm’s network of over 50 branches across Armenia and the surrounding region gives it real reach.