Private Wealth Services Publications

• Private Wealth Services
  A holistic approach for your family's business and wealth

Owners of family businesses and wealthy families are confronted with a variety of challenges: in a difficult global economic environment, they need to define a strategy to grow organically or by acquisition, seek new investors, protect and structure their personal wealth, invest their assets in a tax efficient way and perhaps the toughest challenge of all - prepare for succession.

• Version française : Planification patrimoniale - Une approche globale pour votre patrimoine familial

• Anticipating a new age in wealth management
  Global private banking-wealth management survey 2011

The status quo in the private banking and wealth management industry is changing as the focus shifts to client service and value delivery, according to our 2011 Global Private Banking and Wealth Management survey -Anticipating a New Age in Wealth Management. New competitors are challenging the dominance of established firms, and the impact of new regulations and more demanding client expectations are forcing private banks and wealth managers to change their client service infrastructures and the way they operate. Those who can master change will be in a position to lead the industry and we believe that clear industry leaders and losers will emerge by the middle of this decade.