Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

Greek crisis: there will be winners

Although no one is certain what would happen to the European economy if Greece defaults and exits the Eurozone, most comments express anxiety about the future. But wealth managers and their clients could in fact benefit from the crisis in Greece.

Published By Datamonitor
01 Jul 2015
Expert View
Expert View

Switzerland remains HNW expat favorite

Switzerland has long attracted an international crowd with its prosperous economy and stable outlook. It is no wonder then that the country enjoys the highest proportion of HNW expats in Europe, offering opportunities for tailored expat services.

Published By Datamonitor
01 Jul 2015
Expert View
Expert View

SCOTUS ruling a client acquisition opportunity

The recent US Supreme Court ruling is a watershed civil rights development, but it also presents an ideal client acquisition opportunity. Wealth managers must ensure advisors are primed to provide advice to the wave of newlywed same-sex partners.

Published By Datamonitor
30 Jun 2015
Expert View
Expert View

Greek deposit flight temporarily paused

Greek savers have been withdrawing money from banks at an increasing rate over the last few months. As savers seek to transform their deposits into euro notes in the hope of greater security, they represent a market for new investment options.

Published By Datamonitor
29 Jun 2015
Expert View
Expert View

Banking license not enough for wealth management success

There have been few new entrants in the UK wealth management space in recent years, with most being boutique ventures by staff who left other competitors. The latest newcomer, Hampden&Co, has decided to run its business as a licensed private bank.

Published By Datamonitor
25 Jun 2015
Expert View
Expert View

Aspiration and reality clash in HNW inheritance planning

High net worth (HNW) individuals are keen to secure the financial future of their offspring, but are often unsure of the preparations they need to make. Wealth managers can capitalize by guiding their clients on how to pass their assets on to the next generation.

Published By Datamonitor
23 Jun 2015
Expert View
Expert View

Global commission model in retreat

Canada has become the latest jurisdiction to consider banning the commission advice model, with the publication of the Brondesbury Report confirming that investors often lose out under this system.

Published By Datamonitor
23 Jun 2015
Expert View
Expert View

Retail investors are looking for liquid alternatives

With HNW investors keen to see both return and diversification benefits, wealth managers must ensure their propositions provide the opportunity for alternative investment strategies.

Published By Datamonitor
22 Jun 2015
Expert View
Expert View

Moving abroad makes financial life complicated

Seeking financial advice while adjusting to life in a new country can be confusing for many. In a new environment, navigating the financial advice market can be more difficult than at home.

Published By Datamonitor
13 Jun 2015
Expert View
Expert View

Turkish investors must diversify away from local assets

The Turkish lira hit another record low against the US dollar in April 2015, emphasizing once again the need for Turkish investors to diversify their assets to hedge against the currency risk.

Published By Datamonitor
11 Jun 2015

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