Credit Suisse’s $2.6 billion fine and criminal conviction in the US tax-evasion case raises many questions.

The number of family and multi-family offices is steadily increasing thanks to technology developments and a desire for objective advice, say wealth management industry executives.

Barclays’ latest round of restructuring is hitting the investment banking business hard, but the future for the wealth management business might not be so bright either.

As the ultra-high-net-worth individuals gain purchasing power, the role of the middle man is questioned.

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?

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.