Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

Asian UHNW clients receptive to discretionary services

Asian investors are opening up to discretionary mandates, but focusing on the wealthiest clients will be the most efficient approach for wealth managers.

Published By Datamonitor
28 Aug 2015
Expert View
Expert View

Nutmeg lures abandoned and confused Brewin Dolphin clients

Brewin Dolphin is ceasing advice services for individuals with portfolios of less than £150,000, effective September 2015. But communication with affected clients has been confusing, and competitors like Nutmeg have decided to take advantage.

Published By Datamonitor
13 Aug 2015
Expert View
Expert View

Financial services must keep up with modern families

As the traditional family structure no longer dominates - not even among the wealthiest of Americans - financial services companies should acknowledge the need to provide services that are tailored to more modern family setups.

Published By Datamonitor
12 Aug 2015
Expert View
Expert View

Chinese HNW investors rush to the US

The Chinese are already the second-largest expat population among HNW individuals in the US. Provided political gridlock in Washington doesn't derail the renewal of key visa programs, the number of Chinese HNW expats is set to soar even higher.

Published By Datamonitor
04 Aug 2015
Expert View
Expert View

Chinese equities: don't panic

Despite the Shanghai Stock Exchange's recent collapse, there is no reason to panic: the effects on the household sector and the wider economy will be limited.

Published By Datamonitor
03 Aug 2015
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

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

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

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