Opinion on Wealth Management and Private Banking

Published within

« | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | ... | » »|

Type Product title / description Pub Price
Expert View
Expert View

Greek retail deposits continue their decline

Greek retail deposit balances at the end of June saw a drop of 22% compared to the end of 2014. Capital controls will have since slowed the decline, but the loss of trust in the local banking system means this market has some way to fall yet.

Published By Datamonitor
30 Jul 2015
Expert View
Expert View

Credit Suisse looks to Asia for growth

Credit Suisse is looking to expand its private banking business in Asia. Targeting the region makes sense, but doing so will be costly. The Swiss bank needs to prepare to pay for faster growth.

Published By Datamonitor
29 Jul 2015
Expert View
Expert View

Wealth giants stand up to robo challengers

While growing fast, robo-advisors still represent only a fraction of the wealth management industry. To really take off, the automated investment space must be entered by the traditional incumbents on a larger scale.

Published By Datamonitor
23 Jul 2015
Expert View
Expert View

HSBC should look to robo-advice and gamification

While HSBC has created a successfully targeted product and campaign for affluent consumers with its Advance account, taking steps to "gamify" the application process and offering automated investment support would give it a further, innovative edge.

Published By Datamonitor
21 Jul 2015
Expert View
Expert View

Revamped SIV places emphasis on private equity

Australia's revamped Significant Investor Visa (SIV) will drive investments in riskier asset classes. Wealth managers are set to benefit, as the changes should lead to both higher margins and higher returns.

Published By Datamonitor
21 Jul 2015
Expert View
Expert View

UK pension freedom highlights the advice gap

UK citizens have been taking advantage of greater access to their pension pots, following new rules that came into force in April. The unanswered question is: what will happen with the money that has been "liberated?"

Published By Datamonitor
17 Jul 2015
Expert View
Expert View

Investors remain unaware inflation erodes savings

Cash in savings accounts consistently offers returns lower than inflation - thus eroding savings - but investors remain unaware of the realities. Wealth managers must remind clients that equities offer the best long-term protection against inflation.

Published By Datamonitor
10 Jul 2015
Expert View
Expert View

French HNW individuals love life insurance

The French life insurance market provides steady returns with its non-unit-linked policies. This means the product enjoys strong demand among high net worth (HNW) clients, offering opportunities for those including insurance in their product range.

Published By Datamonitor
08 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

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

« | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | ... | » »|

No help is available.