Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

Chinese HNW expats: Hong Kong's loss is Australia's gain

The suspension of Hong Kong's Capital Investment Entrant Scheme and the launch of a new investor visa in Australia will directly lead to a large influx of cash-up Chinese expats down under.

Published By Datamonitor
26 Jan 2015
Expert View
Expert View

St. James's Place to overtake Coutts and Barclays?

Coutts and Barclays remain the UK wealth management leaders in terms of private client assets under management, but they need to watch their backs as St. James's Place has seen the fastest growth in the last five years.

Published By Datamonitor
22 Jan 2015
Expert View
Expert View

Understanding the empowered consumer is critical to success

Consumers are now at a stage of information parity with financial services providers, but the key driver in capturing and retaining the empowered consumer will be the relevance of propositions.

Published By Datamonitor
21 Jan 2015
Expert View
Expert View

Chinese equities: outlook remains positive

China's recent share market rally was interrupted by the country's securities regulator cracking down on margin accounts to curb excessive speculation. However, our view on Chinese equities remains positive.

Published By Datamonitor
20 Jan 2015
Expert View
Expert View

Free-floating franc unbalances Swiss wealth managers

New competitive dynamics are emerging within private wealth management markets globally, as the Swiss franc jumps in response to the abandonment of the currency ceiling.

Published By Datamonitor
20 Jan 2015
Expert View
Expert View

Mobile key to capturing the "always on" consumer

Consumer expectations of the financial services industry continue to rise; the successful players in 2015 will be those that can effectively meet these needs.

Published By Datamonitor
19 Jan 2015
Expert View
Expert View

Consumers will drive digital revolution in 2015

Financial services providers must listen carefully to customers' voices when introducing new technologies. Consumers no longer want to just "consume" - instead their needs and expectations will help drive new developments.

Published By Datamonitor
16 Jan 2015
Expert View
Expert View

Germany: new inheritance tax to boost succession planning

The federal constitutional court's ruling that Berlin has to overhaul its inheritance tax law before June 2016 will spark demand for business succession planning among Germany's sizable HNW entrepreneurial community.

Published By Datamonitor
08 Jan 2015
Expert View
Expert View

ETFs appeal across the Australian wealth spectrum

When serving HNW investors, wealth managers in Australia need to offer a range of exchange-traded funds (ETFs) in addition to more complex private banking products.

Published By Datamonitor
08 Jan 2015
Expert View
Expert View

Russian HNW hungry for property

As economic conditions worsen, Russian HNW clients are requiring more than traditional investment knowledge from their wealth managers. Credit, mortgage, and property support is becoming increasingly important as a safe means of investing wealth.

Published By Datamonitor
19 Dec 2014

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