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Swiss bank buys Brazil’s biggest multi-family office; wealth management industry continues to grow fast despite economic turbulence.

Bernardo Parnes opens IB and wealth management boutique; consultancy aims to differentiate by seniority of advisers.

Lombard Odier may be a traditional Swiss private bank, but its investment in technology and impact investing has made it an example of a next generation wealth manager.

With increasing wealth and a desire to create sustainable social and environmental impacts, Asia is overtaking the US as the driver of innovation in philanthropy. It’s also creating a great opportunity for private banks and others.

Since 1996, Turkey’s leading local investment bank has not only held its own against international competitors but maintained a dizzying pace of expansion. Now chairman and founder, Mahmut Unlu, is looking to transform the country’s private banking market.

Local regulation will formalize wealth management industry; Argentine tax amnesty has provided another boost to AuM.

It started out as one of 3,000 peer-to-peer lenders in China. In six years, it has become a broad wealth management platform that may raise as much as $5 billion in an international IPO this year. The pace of its growth has been every bit as breathtaking as Tencent’s WeChat or Alibaba’s Alipay, yet few outside China have heard of it. They will. CEO Gregory Gibb tells us why.

Hiring more than anyone else in the wealth management industry and hoovering up the assets of failing competitors, Julius Baer is going head-to-head with its two larger Swiss competitors in Asia and Europe. Given CEO Boris Collardi’s tenacity, if the markets go his way, he may just pull it off.

The Swiss bank stands apart from its peers. It helped its clients profit, both in the serene waters of 2019 and in the wake left by Covid-19 as it spread across the world in 2020

“I think this crisis has shown why being with a firm focused on wealth management as a primary business and having a global perspective matters to clients,” says Tom Naratil, co-chief executive of UBS global wealth management (GWM) and president of UBS Americas.

Our review period was a difficult one for private banking operations in the region, as it was worldwide: the fourth quarter wiped out huge chunks of revenues and assets for some international and local players, and it was a year that required sound individual advice for clients.

For the second year running Credit Suisse is Latin America’s best bank for wealth management, this year bolstered by the completion of a three-year turnaround across the whole bank.

With a new strategy of regionalization, integration and innovation, Credit Suisse’s wealth management business has set itself apart from its peers and brought the ethos of Swiss personalized service to an international platform.

Household net financial wealth in CEE has roughly doubled since 2006 and private banking and wealth management services are increasingly in demand across the region.