Asia and emerging markets provide the bulk of net new assets for UBS in the first quarter.

The chairman of Swiss private bank J Safra Sarasin explains in an interview with Euromoney how nimble execution is key in the private-banking consolidation wave that has freed up relationship managers, in a deal that also reflects Morgan Stanley’s strategic shifts.

Some SFr475 billion is to move between private banks within three years, as a result of regulatory and industry pressures – a move that should limit M&A in the private-banking industry, say analysts.

As offshore becomes a dirty word in wealth management globally, a report published on Tuesday from Aite Group shows who’s who in offshore wealth for the world’s wealthy.

Euromoney asked the CIOs and strategists of the leading private banks: are you adding or taking away China risk in your portfolios?

According to a new international poll, money is the most uncomfortable topic of conversation for high-net-worth individuals.

As Asia’s ultra-rich entrepreneurs prepare to pass on their businesses and wealth to the next generation, Euromoney asks leading industry experts to discuss the challenges and implications of wealth transfer in a region unprepared for it.

Owners bored with remote investing; real estate, energy, health and finance preferred.

There is no tougher client than a multi-billionaire. Few private bankers get the relationship right.

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.