Steven Wieting, global chief investment strategist for Citi Private Bank, shares his firm's views on the surprises of 2014 and the market ahead.

Manuela D’Onofrio, head of global investments at UniCredit Private Bank, offers her views on 2014 and the year ahead.

US wealth to reach $54 trillion by 2018; European banks expand their efforts

Coutts International has plenty of attractive assets to offer its many possible new owners. Julius Baer looks the best fit.

BNP Paribas Wealth Management CIO Florent Bronès shares his firm's views on last year's surprises and the risks ahead in 2015.

Revenues on the rise; More lending and discretionary mandates.

Recognising wealth management industry leaders in client services, products, and back office technology in every region around the world.

BNY Mellon is to expand aggressively in the Asia-Pacific region, targeting increased market share in the wealth business, offering a discretionary model to customers.

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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.

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.

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.