Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

Investors favor equity ETPs over mutual funds

In terms of global assets under management, mutual funds account for more than 10 times the assets held in exchange-traded products (ETPs). However, equity ETPs have recently been attracting more new money than mutual funds.

Published By Datamonitor
16 Apr 2015
Expert View
Expert View

Russian investors feel safer abroad

While the Russian economy has never been particularly stable, the recent currency volatility and a worsening economic outlook are encouraging wealthy Russians to seek safe investment strategies and look abroad for secure investment options.

Published By Datamonitor
16 Apr 2015
Expert View
Expert View

Coutts International not the last European retreat

The long-heralded sale of Coutts' international private wealth management arm is the latest in a string of Western retreats from global markets, and Coutts is certainly not the last European player set to divest.

Published By Datamonitor
08 Apr 2015
Expert View
Expert View

Charles Schwab's robo offering not for HNW investors

Schwab Intelligent Portfolios took just three weeks to attract over $500m in client assets. The US giant's entrance into the robo-advisor space will further accelerate the growing popularity of these services, but not necessarily among HNW investors.

Published By Datamonitor
02 Apr 2015
Expert View
Expert View

UK the top destination for HNW expats

The UK is the number one destination for HNW expats, according to "The Wealth Report 2015" by Knight Frank. Wealth managers must emphasize their global reach and expertise in order to tap into this lucrative yet niche market.

Published By Datamonitor
01 Apr 2015
Expert View
Expert View

Equities finally return UK HNW investors' affection

UK high net worth (HNW) investors hold over two thirds of their portfolios in equities - double the global average. After a volatile 2014 this risk-seeking attitude is starting to pay off, but wealth managers must be on guard.

Published By Datamonitor
25 Mar 2015
Expert View
Expert View

Budget to boost demand for planning services

UK wealth managers have many reasons to be happy following the government's 2015 budget announcement. HNW clients are likely to need more advice than ever, not only on their already accumulated wealth, but also on their future plans.

Published By Datamonitor
19 Mar 2015
Expert View
Expert View

FCA clears up social media confusion

The Financial Conduct Authority (FCA) has published a set of guidelines for financial promotion on social media to ensure that firms are compliant.

Published By Datamonitor
18 Mar 2015
Expert View
Expert View

Tax efficiency still in demand

HSBC's latest decision to review its Jersey accounts is another step towards greater transparency in the banking sector. However, anonymity and tax efficiency remain the main drivers for HNW individuals offshoring their wealth from the UK.

Published By Datamonitor
18 Mar 2015
Expert View
Expert View

Next Bank Sydney Interview: Black Marketing

Our Senior Wealth Analyst Heike van den Hoevel spoke to the CEO of Black Marketing, Chris J Reed, about the importance of social media in Asia Pacific.

Published By Datamonitor
12 Mar 2015

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