Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

Shanghai-HK Stock Connect a win for China

The launch of the Shanghai-HK Stock Connect scheme in 2015 will change the way in which Chinese HNW individuals invest. For wealth managers in China this should mean better, more lucrative business.

Published By Datamonitor
17 Sep 2014
Expert View
Expert View

Sharia products essential to Malaysian investors

In the Sharia-compliant wealth management market the focus has long been on the riches of the Middle East, but affluent investors from Southeast Asia are increasingly becoming the Islamic finance market to target.

Published By Datamonitor
10 Sep 2014
Expert View
Expert View

Singapore wealth managers must heed investor demand

The Monetary Authority of Singapore's proposal to facilitate bond offerings for retail investors is unlikely to see a rebalancing of the typical HNW portfolio towards fixed income products. Instead, wealth managers should lead with alternative investments.

Published By Datamonitor
04 Sep 2014
Expert View
Expert View

Wealth management products on the rise in China

Fueled by new players entering the market, rising wealth levels, and underperforming financial markets, China's wealth management product sector has been growing rapidly. Whether this is good news for the wealth industry remains to be seen.

Published By Datamonitor
29 Aug 2014
Expert View
Expert View

Australian banks must develop mass affluent programs

The Australian market is ripe for mass affluent banking programs, but authorized deposit-taking institutions (ADIs) have been slow to offer joined up solutions. ADIs will need to do better if they want to be their customers' investment manager as well as their credit card provider.

Published By Datamonitor
27 Aug 2014
Expert View
Expert View

FCA stance on social media still tentative

The UK Financial Conduct Authority's recently published consultation on financial promotions in social media is a step in the right direction and will drive uptake. Yet in the absence of more concrete actions wealth managers must support staff through the provision of internal guidelines.

Published By Datamonitor
19 Aug 2014
Expert View
Expert View

UBS Advice will be a hit in Taiwan

UBS has announced that it has extended its UBS Advice package to Taiwan. The service will prove popular in the country, where HNW investors overwhelmingly favor advisory asset management.

Published By Datamonitor
12 Aug 2014
Expert View
Expert View

Mass affluent programs key in Germany

HNW entrepreneurs are big business for wealth managers in Germany. However, building relationships early on during the wealth accumulation phase is key in the increasingly competitive wealth market.

Published By Datamonitor
06 Aug 2014
Expert View
Expert View

Singapore moves to protect investors

The Monetary Authority of Singapore has released a consultation paper on proposals to improve investor protection, which will strengthen confidence in the market over the long term.

Published By Datamonitor
30 Jul 2014
Expert View
Expert View

Switzerland still key for wealth managers?

Leumi's recent sale of its Swiss operations casts doubt on the need to have a wealth presence in Switzerland. With secrecy eroding and compliance costs rising, the wealth hub is losing its prestigious appeal.

Published By Datamonitor
23 Jul 2014

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