15.07.2025
Building Bespoke Portfolios with Agility
How UBP is deepening its client-centric investment proposition in Asia?
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15.07.2025
How UBP is deepening its client-centric investment proposition in Asia?
03.06.2025
For the younger generation, private banking is no longer necessarily as attractive a business sector as it was for their predecessors. Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them. So how can private banks attract and retain the next generation?
20.05.2025
The world as we have known it for the past few decades now looks to have been fundamentally turned on its axis, as indeed have traditional portfolio-management models. In light of this new environment, in which crises – each of which is not necessarily related to the next – appear thick and fast, private banks have to have the right asset management tools to protect their clients’ assets.
03.04.2025
They are increasing affluence through careers, entrepreneurship, investments and savy wealth management.
22.10.2024
Lately, several commentators have suggested that Switzerland’s dominance in global wealth management, particularly in Asia, is fading. But is this narrative accurate?
23.01.2024
The importance of a financial centre or bank cannot be assessed based on assets under management alone. First and foremost, what makes Switzerland the world leader in cross-border private banking is the excellent service and management know-how it offers, rather than the volume of assets it manages.
22.08.2023
Many of today’s youngsters see private banking as a much less exciting career option than tech start-ups, yet they have the wrong perception. The private banking industry keeps evolving. It has recognised the need to change and has adapted. Today, it has all the hallmarks of a desirable sector to work in for budding professionals.
12.07.2023
作为由企业家家族所有的私人银行,瑞士瑞联银行在助力超高净值家族管理财富方面别具优势。对一些家族来说,设立自家的家族办公室以作为内部财管部门,是实现世代财富管理的最佳方式。
05.08.2022
Will the first half of 2022 be remembered as the turning point? It certainly looks that way, judging by the shift in the prevailing mood since last winter.
12.10.2020
Few have been forced by their environment to go through such a deep professional change as private bankers. While relationship-building and advising remains their core role, their job today does not have much in common with what it was before the 2008 slump.
Speakers: Peter Kinsella
Speakers: Norman Villamin, Patrice Gautry, Peter Kinsella