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Private Banker International 2010

PBI 263 August 2010
PBI 262 July 2010
Behavioural finance key for engaging HNW
Deutsche aims to double Asian business by 2013
Spain latest to go after HSBC Swiss accounts
Credit Suisse confirms Shafir as asset head
Citi snares former UBS MENA head
Hong Kong regulator fines Julius Baer HK$3m
StanChart wealth management fees grow
Mirabaud targets 15% AuM growth in Spain
Barclays eyes Japanese HNWI with SMBC deal
Kleinworts completion signals growth phase
Flavel jumps to JP Morgan for Asian HNW push
Vontobel targets Germany in one bank approach
Barclays Wealth boosts growing trust unit
Rothschild Private Bank creates professional advisers team
BNP governance changes shift focus to Asia
RBC wealth head eyes Asia and LatAm deals
Global HNW assets rise, bank profitability drops
Raft of Asia hires signals Barclays’ growth push
SocGen signs custody deal with Abu Dhabi bank
StanChart targets Nigeria, Ghana and Kenya
StanChart leverages its Africa expertise
Nordic leader deepens Eastern hold
Combine and conquer
Global custody: Pictet’s icing on the cake
Ireland gains from clean offshore image
PBI Global Wealth Awards: Nominations closing
Fiduciary duty in US reform spotlight
Deutsche bolsters North Asia capability
COMMENT: Emerging EU wealth not under threat
Private banks cost-income at 10-year high
Operating margins drop 19% for asset managers
Fiduciary duty in US Reform Bill ‘game changing’
PBI 262 PDF
Appetite builds for sports wealth management
Think-tank questions private equity returns
UBS assets continue slide, slows outflow
Rockefeller names former US diplomat CEO
EFG hedge losses lead to CHF860m write-down
Wealth managers score poorly with female clients
Extension of UK pay rules to hit asset managers
Kedge Capital turns to global asset management
PBI 261 June 2010
ANZ opens wealth management office in Nagoya
Hinduja Bank snaps up KBC private banking arm
Russians lack succession plans, wealth strategy
HSBC snaps up second $200m Washington block
Italian police claim HSBC accounts hold $6.9bn
Finantix launches iPad wealth applications
Swiss report raps govt over UBS tax probe
Coutts, Adam & Co to cut 500 back office staff
'Private banks not serving families well'
Islamic wealth pool grows 20%, funds stagnate
BNP Paribas consolidates UK wealth businesses
Vontobel sets up US private client unit
Swiss parliament votes down US tax accord
Global AuM up 12%, wealth revenues drop 7%
Barclays Wealth nears JV deal with Sumitomo
ANZ adds Indonesia to private bank expansion
Swiss banking secrecy is not over: Mirabaud
HIRE Act to be ‘massive’ burden
Coutts pushes its investment capability
Swiss banking secrecy is not over: Mirabaud
AH Loder Advisers: Leaving the family fold
How banks can compete with family offices
Succession planning: Futureproofing families
Pictet’s Consilium: A forum for UHNW families
BCG report puts offshore banks on notice
HIRE Act’s ‘massive’ burden on wealth managers
Deutsche and RBS Coutts add strategy hires
COMMENT: Regulation raises alternative investment fund challenges
2010 PBI Global Wealth Awards: Celebrating champions
PBI 261 PDF
PBI 260 May 2010
Banco Sabadell to advise sports stars with IMG
Flavel hands over StanChart private bank reins
UBS re-enters Brazil market with brokerage buy
UHNW clients returning to UBS
SocGen Private Bank takes net income knock
EFG Bank picks up Commerzbank Singapore arm
UK hung parliament will not ‘paralyse economy’
Barclays Wealth bolsters Africa team
Julius Baer AuM up 14%, ING integration nears
Sarasin ends Spanish JV, again eyes Bahrain
Investec signs on Mercer for HNW research
Discretionary managers outperform funds: ARC
COMMENT: Breathing new life into fixed life investments
Lloyds wants top 5 spot in 3-5 years
Wealthy German clients threaten to switch banks
Lack of confidence clouds Middle East outlook
Lloyds eyes top-5 UK spot in 3-5 years
Leaders shape up to regain global bank crown
Jupiter: A case of interplanetary overdrive?
Bankhaus Lampe: Benefits of breaking the mould
Understanding what makes family wealth tick
Middle East: Creating the right model mix
Middle East: Rebuilding wealth confidence
Middle East: Family wealth, professional strain
Sharia investing: promising or premature?
Flavel hands over StanChart reins
Comment: The US private client challenge
PBI 260 PDF
PBI 259 April 2010
Italy’s VBH takes over Intermobiliare Bank
Wealth management M&A deals top $20b in Q4
DBS names Tan Su Shan as private banking head
UBS to post highest quarterly profit in 2 years
Standard Chartered names North East Asia hires
Soc Gen Geneva launches Middle East desk
JP Morgan private bank Q1 revenue up 20%
UNHW investors in “trust crisis” with advisers
ANZ closes RBS Taiwan private bank purchase
BoA net income up $497m, Citi revenue drops
Merrill Lynch names Swiss bank replacement
BNY Mellon 1Q net inflows drop, Evercore builds
Sleeping giants could once again become asset-gathering machines
2010 PBI Global Wealth Awards: Celebrating champions
Rathbone lifts its retail game
SocGen launches internal audit into Singapore anomalies
Rothschild plans Hong Kong branch as profits drop 32%
Adam & Co posts £24m profit
Citibank launches CitiGold Private Client
ABN AMRO moves Middle East private banking base to Dubai
HK forum report: Client focus remains crucial
Family offices gain appeal with bankers
Feri Family Trust: Acting local, thinking global
ETFs return to favour
BofA and Coutts expand luxury finance plans
Raising the bar in philanthropy services
Tan DBS move set to spark Asian rivalry
RBC expands advisory service in Barbados
Ex-Coutts team to set up multi-family office
Investec takes control of Rensburg Sheppards
Industry veteran takes on SocGen ASEAN role
Small US bank rebrands to Charter Private Bank
Middle East desk for SocGen Geneva
Evercore wealth fees up four-fold on Q109
Tax amnesty: Switzerland 0 – 1 Italy
PBI 259 PDF
PBI 258 March 2010
Genspring seeks European MFO, SFO deals
StanChart AuM up 12% globally, 26% in Asia
HSBC Private Bank opens Gstaad branch
Patel is Rothschild’s third Morgan Stanley hire
Family office consultancy lands 100th client
Evercore targets $5 billion AuM by 2015
EFG sustains onshore push with Florida office
Investors study climate change risks
Industry adopts ‘wait-and-see’ RDR policy
Hinduja Group: ‘In talks on several M&A deals’
The professionalisation of family offices
Abu Dhabi focus for Emirates NBD private bank
Germany’s oldest bank plans UK team
Private Office breaks away from Heritage
NAB private bank in growth mode
Scotiabank’s global move gathers steam
Uncertainty remains on regulation
Rockefeller has 1.2 to 1 client-employee ratio
UBS looks to add 400 A-P advisers
Private equity underperforms S&P 500
Germany’s Berenberg plans 10-man UK team
Raising the bar in philanthropy services
PBI 258 PDF
PBI 257 February 2010
Next 18 months key in India
New Sarasin fee model delivers profit hike
News digest
EFG sets up rep office in Shanghai
Segmenting sports pros and entertainers
Fisher denies report Towry Law incentivised advisers to ‘sell’ services
CS AuM ‘will be bigger than UBS in Q4’
Overlay management gains ground
BNP sets up in Morocco, eyes Egypt
Russia’s $650bn opportunity
‘Disappointment’ at tech investment results
Clients agree to disagree on transparency
SulAmérica: Need for advice grows in Brazil
OCBC’s giant leap for Singapore
Tax amnesty outflows near an end
Merrill loses ‘half’ UK discretionary team
600 client leads from HSBC marketing campaign
Barclays CEO Varley wants bigger Wealth arm
PBI 257 PDF
PBI 256 January 2010
Clients consolidate as crisis fades
News Digest
Philanthropy moves in-house
BoC steps up overseas focus
Foreign banks in Asia face renewed domestic challenge
Heading a private bank: an impossible job?
Family offices 'to hire in-house analysts'
UHNW turn to fixed-fee consultants
Family offices becoming more professional investors
Onshore on the up in Brazil
VP Bank to double Asia-Pacific team
UBS website top in online client battle
Lack of quality holds back bidders
OCBC sets ups Singapore’s first ‘pure-play’
AuM growing 30% in entertainer segment
UBS ’09 outflows top CHF100bn
Client portfolios claw back losses
Standard Chartered to double RMs in India
Credit Suisse Asia-Pacific AuM grows 46%
PBI 256 PDF