Private Banking

Picture investment recommendations tailored or customized to individual needs or personality traits, provided cheaply via a highly intuitive digital interface.

For the first time, Asia’s super-rich have surpassed their North American counterparts in both population and wealth. China and Japan, in particular, stood out as wealth powerhouses despite a volatile year for Asian equity markets.  Asia Pacific’s 5.1 million high-net-worth ...

U.S Trust’s 2016 Wealth and Worth survey of high net worth Americans (those with $3 million or more in assets) revealed a decidedly traditional bent among the country’s wealthiest individuals.

The so-called Panama Papers, more than 11 million leaked documents from a Panamanian law firm, are shining a spotlight on the scope and financial impact of the offshoring financial industry and global efforts to move assets to tax havens or less-regulated jurisdictions.

BNY Mellon Wealth Management, based in New York, oversees more than $191 billion in client assets and chief investment officer Leo Grohowski discusses the best options for managing market volatility.

Andrea Fiano, Editor of Global Finance Interviews the Award Winners of the Best Private Banks 2015.

Global Finance’s inaugural Best Private Banks Awards highlight those firms that aim to serve their clients better through the innovative use of technology, new products and service models.