You are here: Home » Private Banker International

Lead Story

Morgan Stanley pushes UBS into third

Morgan Stanley pushes UBS into third

Morgan Stanley-Smith Barney has edged past UBS to become the world’s second-largest wealth manager in Private Banker International’s Global Index. PBI’s analysis of company half-year results shows larger wealth managers continue to bleed client assets.

 


Latest Headlines

Citi Private Bank creates family office, focus on HNWI

Citi Private Bank has launched a family office extending its focus on high net worth individuals.

BNY Mellon acquisition expands Canada presence

Bank of New York (BNY) Mellon has completed its acquisition of I3 Advisors, a Toronto-based wealth strategy company.

SocGen Private Banking appoints South Asia CEO

Société Générale (SocGen) Private Banking has appointed Olivier Gougeon as chief executive for South Asia as it looks to the region as a potential hotspot for expansion

Read more stories from the latest issue



Latest Features

Boldly stepping into hedge funds

Boldly stepping into hedge funds

Italian multi-family office Global Wealth Management chief executive Peter Sartogo on his group’s 7H Absolute fund that is targeting €400m. PBI asks is now a wise time to go into hedge funds?

Canadian, compliant, confidential

Canadian, compliant, confidential

RBC international wealth management CEO Michael Lagopoulos discusses why the attacks on UBS are good for RBC, banking secrecy and how Canada sits above Switzerland in the private banking world

The dollars behind decision making

The dollars behind decision making

JP Morgan has invested $30bn in a behavioural finance framework, showing how investor behaviour theory has moved mainstream. It is also providing early warnings for market turning points

 

     View Media Packs