Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

Credit Suisse revs up US entrepreneurs

Credit Suisse is taking client targeting to a new level with an initiative called Entrepreneurs Circle. Particularly in mature markets such as the US, private wealth managers need more such programs to develop a sustainable pipeline of new clients.

Published By Datamonitor
13 Nov 2014
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Expert View

ADCB follows HNW clients to Singapore

Abu Dhabi Commercial Bank is to open a representative office in Singapore. With a fifth of the funds offshored by UAE residents booked into the Asian city state, this offers a key competitive advantage necessary in the crowded Emirates banking market.

Published By Datamonitor
04 Nov 2014
Expert View
Expert View

Online investment management steps up

The proliferation of online investment services poses an increasingly severe threat to the traditional brick and mortar business model. Only those wealth managers willing and able to evolve will remain competitive in the mass affluent space.

Published By Datamonitor
03 Nov 2014
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Expert View

Wealth managers one downturn from losing clients

Global economic growth is suffering yet another bout of wobbles. Wealth managers are at risk of losing business and must invest in client relationships now, so that they can retain clients when the economic storm clouds inevitably gather once again.

Published By Datamonitor
29 Oct 2014
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Expert View

Business advisory services key in China

Starting up a business is the most common reason that HNW individuals emigrate to China, suggesting that assisting clients during the start-up phase is critical. Yet few wealth managers offer targeted services.

Published By Datamonitor
22 Oct 2014
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Expert View

Switzerland finally loosens bank secrecy laws

The Swiss government's announcement that it will further loosen bank secrecy laws is likely to lead to further deposit outflows.

Published By Datamonitor
15 Oct 2014
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Expert View

All change in the offshore market

The performance of offshore centers around the globe has varied enormously in recent years. While some hubs have thrived, others have struggled due to increasing regulation and changing client needs.

Published By Datamonitor
08 Oct 2014
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Hong Kong's reputation at risk

The recent political unrest in Hong Kong will have a negative effect on its attractiveness as an investment destination, resulting in a loss of offshore business to other centers.

Published By Datamonitor
01 Oct 2014
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Expert View

Can Julius Baer snag another?

Reports that Julius Baer is interested in Coutts' international arm could mean a quick sale, but another major acquisition on the heels of recent ones would be a challenge not to be taken lightly.

Published By Datamonitor
24 Sep 2014
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Expert View

Tough times for Russian wealth managers

Geopolitical uncertainty following Russia's ongoing involvement in Ukraine is motivating HNW individuals to offshore their wealth. While this is bad news for the local market, it puts wealth managers with an international reach at an advantage.

Published By Datamonitor
24 Sep 2014

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