UBS rewrites rules on how to charge Swiss clients fees; cross-border banking woes to hit smaller banks.

Wealth preservation a growing focus; succession issues come to the fore.

A new analytics system for private banks – allowing clients to track peers’ investments – is being launched in Asia this week, responding to calls for greater peer advice and recommendations.

‘Plenty of work for wealth advisers’ in Asia, says HSBC in a report this week, citing how the region ex-Japan’s wealth will eclipse the US by the end of 2015.

After braving the exodus of retail and crossover investors, embattled bourses in emerging markets (EMs) have faced a new challenge in recent months: outflows from family offices. However, the prospects for EM debt allocations look relatively brighter this year, say analysts.

Citi Private Bank is set to launch its new client/banker technology platform at the end of February, with the hope it will be the industry standard for digitalization.

Change is afoot in the private-banking industry as UBS launches a ‘middle-way’ approach to charging clients fees for advice, Euromoney can reveal.

You'll find a new private banking channel on euromoney.com, comprising analysis of trends shaping the industry, interviews with heads of private banking at the largest global wealth management institutions, interviews with the top five CIOs at the private banks, and much more.

How can private banking CIOs cement their positions as key drivers of the wealth management business? And to what extent are they able to differentiate their strategies to clients? Euromoney attempts to shine some light on these challenges by asking the chief investment officers of five of the world’s biggest wealth managers for their views on how to beat the market in 2014 and beyond. Their responses suggest that differentiation will come at the margins, at best.

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.