Sponsored research guide

BTG Pactual to acquire Swiss private bank BSI; in line with bank’s international strategy.

As China’s wealthy become more investment-savvy, domestic banks will have to expand or look for new partners

As offshore moves onshore, will there be a challenge to the position of Singapore and Hong Kong as the wealth centres of Asia?

Leading private bankers and nontraditional wealth advisers discuss how the industry can embrace technology.

While other industries have embraced technology to win clients and become more efficient, wealth management and private banking are still finding their way. Euromoney gathered leading private bankers and nontraditional wealth advisers to discuss how the industry can embrace innovation

Despite the stunning revival of emerging-market currencies, and the fragile five in particular, high and ultra-high net worth individuals remain reluctant to increase their exposure, suggesting many funds have missed out on the rally.

UBS announces that Alex Friedman, global chief investment officer, will be leaving the firm.

A new advisory platform targeting US households that have between $100,000 and $1 million of investable assets could disrupt the wealth management industry.

Few banks have navigated turbulent times so well, posting record revenues on the back of strong net inflows and rising markets.

JPMorgan Private Bank clients enjoy the best of both worlds: an intimate relationship with a US lender that is allied to the power of a genuinely global financial leader. It is led by Mary Callahan Erdoes.

In the US, JPMorgan has 55 dedicated private banking offices, from Austin to Seattle, and Cincinnati to Fort Lauderdale. Elsewhere, it focuses heavily on serving high and ultra-high net-worth customers in Europe, where it has eight offices, including the UK and Germany, Asia, through Hong Kong and Singapore, and Latin America, with clients served out of Miami, New York and Switzerland.

JPMorgan Private Bank wins this year’s top award, as well as being named the world’s best private bank for ultra-high-net-worth individuals 2023, and the world’s best private bank for investment research 2023.

The global wealth expert has expanded its vision, horizon and profits this year

The great financial innovator shone again in global wealth management.