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Latest Intelligence
Strategy and talent analysis for senior private banking professionals.
Switzerland Is Running Out of Banks
Why that should worry the people who run them and not the people who own them. Swiss private banking is consolidating at a pace not seen since the 1970s — and the franchise walks out of the building every evening at six.
When Wall Street Hits 7,000 and the Pump Hits $5
The two wars your clients are living through and why the decoupling will not last. The S&P at 7,000 is the loudest financial narrative in the world right now. The pump at five dollars is the quietest. They are both telling the truth about the same war.
The Americans Are Already Here
What the UBS headlines are obscuring: the US wealth playbook has become the dominant model in Swiss private banking, arriving through three different doors — JP Morgan, Goldman Sachs, and Julius Baer's new CEO.
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