Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

The UK is ready for robo-advisors

Hargreaves Lansdown is yet another UK wealth manager to enter the direct-to-consumer simplified advice market. Thus far UK competitors have been hesitant to follow the exact business model US robo-platforms use, but this will change.

Published By Datamonitor
21 May 2015
Expert View
Expert View

Wealth managers beware: MiFID II is coming!

"Regulation" was one of the most frequently used words at the 2015 Distribution in Retail and Wholesale Asset Management conference. This bodes well for European high net worth (HNW) investors, but wealth managers may need to rethink their offerings.

Published By Datamonitor
18 May 2015
Expert View
Expert View

Analyst Interview: Distribution in Retail Asset Management Event

In May our Wealth Management analysts, Helen Allingham, Bartosz Golba, and Katri Tuomainen, attended the Distribution in Retail and Wholesale Asset Management event organized by FC Business Intelligence. Here the analysts discuss what they learnt.

Published By Datamonitor
18 May 2015
Expert View
Expert View

Why do US millionaires always want more?

According to UBS Investor Watch 2Q 2015, while millionaires in the US are more satisfied with their standard of living when their net worth increases, they are still not completely happy with their situation.

Published By Datamonitor
15 May 2015
Expert View
Expert View

Analyst interview: HNW Asset Allocation Trends

Senior Analyst Heike van den Hoevel has been working on our "HNW Asset Allocation Trends" report. Here we ask her about what she discovered in her research, and the key trends to look out for over the course of the year.

Published By Datamonitor
06 May 2015
Expert View
Expert View

Not all millionaires enjoy investing

While millionaires may have ample funds to invest and grow, not all of them find investing worthy of their time or effort. According to UBS Wealth Management's Investor Watch 1Q2015, only 30% of US millionaires actually enjoy investing.

Published By Datamonitor
06 May 2015
Expert View
Expert View

LGBT wealth in China: an untapped opportunity

Due to the sheer size of China's mass affluent population wealth managers need to implement more refined strategies to narrow in on desirable segments, such as the country's lesbian, gay, bisexual, and transgender (LGBT) community.

Published By Datamonitor
23 Apr 2015
Expert View
Expert View

Analyst interview: The Global Wealth Market in 2015

Senior Analyst Bartosz Golba has recently been working on our "The Global Wealth Market in 2015" report. Here we ask him more about what he discovered and the key trends to look out for over the course of the year.

Published By Datamonitor
23 Apr 2015
Expert View
Expert View

Self-directed investors still need help

The mass affluent segment is believed to be the primary target group for robo-advisors and brokerage platforms. But some HNW individuals also opt to self-direct. The key is to develop a successful strategy when approaching them.

Published By Datamonitor
23 Apr 2015
Expert View
Expert View

Australian love affair with equities continues - for now

Record dividend payouts in Australia continue to drive equity investments, even as the S&P/ASX 200 Benchmark Index's failure to push past the 6000 point mark frustrates investors.

Published By Datamonitor
17 Apr 2015

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