Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

Education key for Malaysian investors

Low investor sophistication is preventing Malaysians from diversifying their assets and growing the local wealth management market. Investor education will be necessary to remedy the problem.

Published By Datamonitor
17 Apr 2014
Expert View
Expert View

Indian private banks lagging on internal referrals

Indian private wealth managers need to improve their internal referrals processes to tap into the growing number of newly affluent investors.

Published By Datamonitor
16 Apr 2014
Expert View
Expert View

Russia's HNW to increase offshore investments

Russian HNW clients already allocate substantial assets in foreign markets. The uneasy domestic political situation and favorable global bond and equity markets look set to drive further offshore investment, and with it, portfolio diversification.

Published By Datamonitor
02 Apr 2014
Expert View
Expert View

Is Julius Baer overstretching?

Julius Baer's announcement that it is increasing its stake in GPS from 30% to 80% is just the most recent of a series of acquisitions. Datamonitor Financial thinks that the company is starting to overstretch.

Published By Datamonitor
25 Mar 2014
Expert View
Expert View

HNW NRIs: lucrative but competitive

Its large size makes the high net worth (HNW) non-resident Indian (NRI) market an attractive target, but wealth managers looking to exploit this opportunity have to expect fierce competition, making a differentiated strategy critical.

Published By Datamonitor
18 Mar 2014
Expert View
Expert View

DBS-Societe Generale deal a sign of the times

DBS's purchase of Societe Generale's Asian private bank highlights the need for scale in the region.

Published By Datamonitor
18 Mar 2014
Expert View
Expert View

China: now is not the time to be creative

Increased competition for Chinese deposits as a result of internet giants Baidu and Alibaba entering financial services is not necessarily a good thing for the market.

Published By Datamonitor
04 Mar 2014
Expert View
Expert View

Fidelity to target wealthy women

Fidelity has announced its intention to target female investors more aggressively. However, to be successful it will need to provide dedicated services to attract both independent female investors and those in couples.

Published By Datamonitor
21 Feb 2014
Expert View
Expert View

RBC leverages the North American connection

Following an extensive reorganization in 2010, RBC is successfully focusing on UHNW and HNW clients both in Canada and strategic markets globally.

Published By Datamonitor
18 Feb 2014
Expert View
Expert View

Even the rich have credit needs

Wealth managers need to look after their clients' borrowing needs as well as their investments, or risk seeing competitors step into the breach.

Published By Datamonitor
13 Feb 2014

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