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

Investment houses must come to terms with the realities of the modern financial world by redeveloping their business models to preserve client capital while being able to seize opportunities as they arise

High net worth individuals’ investable assets have fallen this year, while the costs associated with managing that money is on the rise