Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
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
Expert View
Expert View

Lack of trust the greatest barrier to advice

Following the defeat of the FoFA disallowance motion in Australia, establishing trust in the advisor-client relationship is becoming more important than ever.

Published By Datamonitor
16 Jul 2014
Expert View
Expert View

Succession planning means client retention

Inheritance planning can be a delicate topic; however, discussing a client's legacy planning strategies well ahead of time is becoming increasingly important in Switzerland's HNW market.

Published By Datamonitor
11 Jul 2014
Expert View
Expert View

HSBC/LGT deal shows Europe is worth a second look

The acquisition by LGT Bank of HSBC Suisse's book of primarily European client assets suggests that the region is finally recovering as a source of wealthy clients. Expect more assets to change hands as banks become more motivated to buy and sell.

Published By Datamonitor
03 Jul 2014
Expert View
Expert View

Brand-building key for Malaysian wealth managers

The significance of relationship managers' own contacts in acquiring new clients in Malaysia poses a challenge to private banks. To minimize this threat, effective brand-building and tailored customer engagement programs are critical.

Published By Datamonitor
01 Jul 2014
Expert View
Expert View

HSBC Wealth takes punt on Aberdeen

As HSBC makes a move into the oil capital of the UK - Aberdeen - the question over Scottish independence doesn't seem to have put off the wealth manager.

Published By Datamonitor
23 Jun 2014

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