Wealth management firms have suffered from falling valuations and need to adapt their business models to an environment of rising regulation and a frail economic recovery

Wealthy Asians are gradually coming round to the need to put firm plans in place for the transfer of wealth between generations, creating opportunities for private banks offering suitable structures

By combining buy-and-hold investing with short-term opportunism, wealth managers are learning from institutional investors

Global wealth and asset managers are increasingly looking overseas for partnerships with local players, but this road to expansion can be a hazardous one

It is looking increasingly likely that many of the big global financial players will seek to offload some of their private banking operations, but who might step in to buy them?

A number of UK-based financial services firms are likely to come onto the market in the near future, but any such developments are more likely to be about sellers wanting out than buyers looking to get into private banking

By buying Bank Of America Merrill Lynch’s wealth management arm, Julius Baer has doubled its presence in Asia, but their new unit needs something of an overhaul if it is to become profitable

Although assets under management have been changing hands, the Swiss financial industry is not seeing the kind of consolidation through mergers and acquisitions that many were predicting