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private banks

October 28, 2014

Financial services firms serve their own agenda – selling and distributing products and services – and should not be confused with family offices, despite often positioning themselves as such, a new journal paper has argued.

Financial services firms serve their own agenda – selling and distributing products and services – and should not be confused with family offices, despite often positioning themselves as such, a new journal paper has argued.

February 13, 2014

As private banks increasingly court the lucrative family office market, a peer-reviewed survey has ranked UBS the top provider for the lucrative customer segment.

As private banks increasingly court the lucrative family office market, a peer-reviewed survey has ranked UBS the top provider for the lucrative customer segment.

The Euromoney Private Banking and Wealth Management Survey placed UBS’s Swiss-rival Credit Suisse second, while JPMorgan, Pictet and HSBC rounded off the list.

September 9, 2013

What are the key characteristics that distinguish a family office from a private bank or asset manager? In a follow up to last week’s CampdenFB editorial examining misuse of the term, Greg Ellison, chief executive of financial services provider and family office Boston Group, adds his two cents to the debate.

As David Bain highlighted in Family Offices and Nightclubs the label "family office" seems to be appearing everywhere these days. Bain questions, "Are they really family offices or just private banks in family offices’ clothing?"

September 2, 2013

What is it with family offices these days? They appear to be everywhere. But are they really family offices or just private banks in family offices' clothing? The new vogue for the title "family office" could be undermining the credibility of the model. 

What is it with family offices these days? They appear to be everywhere. How much so? Well for starters Bloomberg Markets recently ran a big story about the top 50 multi family offices in the world, which was picked up by much of the world’s financial press afterwards.

May 2, 2013

The wealthy are less in love with their banks than they are with the other brands and services they spend their money on due to banks' failure to capitalise on digital marketing opportunities, according to recent research.

The wealthy are less in love with their banks than they are with the other brands and services they spend their money on due to banks' failure to capitalise on digital marketing opportunities, according to recent research.

November 25, 2010

Only a third of Swiss private banks have begun modifying their business models in order to accommodate new regulatory requirements and client needs, according to a new study by KPMG and the University of St Gallen.

Only a third of Swiss private banks have begun modifying their business models in order to accommodate new regulatory requirements and client needs, according to a new study by KPMG and the University of St Gallen.

September 1, 2005

Fuelled by smart globalisation of business and investment interests, the explosion in family wealth across India and the Far East has private banks salivating and eager to set up shop in this fruitful and burgeoning new territory, finds Melanie Stern

Melanie Stern is section editor of Families in Business

Fuelled by smart globalisation of business and investment interests, the explosion in family wealth across India and the Far East has private banks salivating and eager to set up shop in this fruitful and burgeoning new territory, finds Melanie Stern

September 1, 2005

As the need for outside investment slowly erodes a corrupt regulatory environment and the shackles of state control, Shamil Magomedov and Melanie Stern find foreign private banks looking to Russia to tap into the burgeoning family business sector

Shamil Magomedov is editor-in-chief of the Russian version of Families in Business. He lives in Moscow
Melanie stern is section editor of Families in Business

As the need for outside investment slowly erodes a corrupt regulatory environment and the shackles of state control, Shamil Magomedov and Melanie Stern find foreign private banks looking to Russia to tap into the burgeoning family business sector

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