Notícias

The Boston Consulting Group’s most recent Global Wealth Report, published on 27 May, has ruffled some feathers in the Swiss finance industry, by showing that Hong Kong has for the first time overtaken Switzerland as the world’s largest wealth management centre.

How UBP’s Family Office Solutions helps wealthy families preserve and transmit wealth across generations through governance, investment strategy, and family advisory.

84% of women report feeling unprepared to manage inherited wealth, with many finding the experience challenging when it arrives.

Over the past decade, the Middle East has evolved from a region primarily associated with energy resources into a sophisticated hub for global capital and private investment.

Nadège Lesueur-Pène, Head of Wealth Management Developing Markets & Europe at Union Bancaire Privée (UBP), explains what sets Swiss private banks – and UBP in particular – apart in an increasingly complex and competitive world.

The region’s sovereign wealth funds along with a growing number of institutional investors and family offices, are deploying increasing volumes of capital into private markets.

The Middle East stands on the cusp of an unprecedented generational wealth transfer, with an estimated US$1 trillion poised to change hands by 2030.

How UBP is deepening its client-centric investment proposition in Asia?

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?

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.

They are increasing affluence through careers, entrepreneurship, investments and savy wealth management.