UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

What does the UK’s referendum on EU membership mean for the world of wealth? And importantly, does it matter?

Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note

The success or failure of Credit Suisse’s new Eleven Group will be dependent on the extent to which it understands client engagement and provides a flexible framework for collaboration driven by users  

The largest transfer of wealth in history is due to happen in the coming years, but surprisingly few wealthy individuals have plans in place

Leading wealth managers may believe they need to be of a certain size to succeed in Asia, but there is little evidence to back up these claims and smaller players can still thrive

Financial service firms often struggle to communicate their values to clients, which makes UBS’ new branding campaign all the more impressive

Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right