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Private Banker Industry Report 2014

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Published Date : Mar 2014

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No. of Pages : 112 Pages


  • The definitive report on global private banking, the Private Banker Industry Report 2014 provides the inside track on the markets, sectors and people of the industry.
  • With sections covering regulation, consolidation and trends as well as emerging challengers, and various country reports and investigations into big banks and new business models, this report delivers a critical account of the private banking industry in 2013 and what the industry look like in 2014.
Executive summary

With exclusive content from industry experts, comprehensive 2013 news highlights, the definitive breakdown of technology innovations, philanthropy and M&A themes, interviews with thought leaders from across the industry, and profiles of leading banks, the Private Banker Industry Report 2014 is a must-have for anyone involved in the global private banking industry.


  • A look at the worlds most influential private banks and wealth management firms and how they fared during 2013, and a look ahead to 2014
  • A detailed look at the companies and individuals who shaped the private banking industry over the past 12 months, and how they are shaping the industry
  • Industry analysis and insight into all aspects of private banking strategy from investment trends to ethics and tax matters
  • Sought-after country reports
Reasons to buy

  • The Private Banker Industry Report 2014 from Timetric analyses key trends in private banking in 2013, and looks ahead to 2014
  • It reveals opinion from industry leaders on issues from growth strategy, business restructuring, technology, consolidation, taxation, inshore/offshore relevance and client segmentation
  • The report features predictions and priorities from industry leaders for 2014 and a detailed look at the strategy of major banks in every region
  • C-level interviews with the biggest wealth managers globally
Key highlights

  • Comprehensive news highlights from the past 12 months
  • Foreword by Private Banker International Editor Mark Foxwell 
  • Interviews with industry leaders such as Pictet, ABN Amro, Societe Generale, Coutts, Citi, Standard Chartered, Kleinwort Benson and many more 
  • Exclusive insights into PBI\'s global events (London and Singapore)
  • The top features from 12 issues of Private Banker International
Table of Contents

Conferences and Awards
PBI Conference, London 2013 16
PBI Global Wealth Awards 22
Richard Briance 28
James Hoare and Annamarie Koerling 29
Dino de Angelo 31
Jean-Francois Mazaud 32
Jeroen Rijpkema 34
Rory Tapner 36
Surveys and Research
US 38
UAE 40
Singapore 42
UK 45
Switzerland 49
Mexico 51
Greater China 53
Israel 55
Poland 58
Canada 61
Basel III 64
PWC 65
US/Swiss Business 66
Headhunting 68
Next generation 70
RDR 72
Family Offices 74
Ethics 76
Beyond 2038 78
Offshore 80
Ultra High DIY 82

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