Opinion on Wealth Management and Private Banking

Published within

« | ... | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | ... | » »|

Type Product title / description Pub Price
Expert View
Expert View

HNW investors want in on advice

The HNW investor does not have the same profile as five years ago, and firms most capable of adapting their service to embrace these new traits are most likely to be successful. 2013 will see the HNW client meeting change from a one-way conversation to a two-way interaction, satisfying both the increased focus on the cost of advice and the heightened involvement desires of HNW customers.

Published By Datamonitor
14 May 2013
Expert View
Expert View

UBS targets Asian philanthropy

Despite the comparatively low demand for philanthropy in Hong Kong, UBS's decision to launch its first Asia Pacific UBS Optimus Foundation office in the SAR represents a strategic move. Growing demand in the wider region means that UBS will be able to reach out to philanthropists across Asia Pacific, capitalizing on Hong Kong's position as a financial hub.

Published By Datamonitor
14 May 2013
Expert View
Expert View

UK HNW numbers boosted in 2012

The UK's HNW population grew by 8% in 2012 to reach 329,000. This welcome boost can largely be attributed to the strong performance of the UK stock market in the latter half of 2012, which contributed to notable performance gains in mutual funds. This momentum has thus far carried on into 2013, but the future outlook is one of cautious optimism.

Published By Datamonitor
10 May 2013
Expert View
Expert View

Germany must set deposits free

In light of retail investors' strong preference for deposits, German wealth managers will have to actively influence consumers' investment behavior in order to ensure profitability.

Published By Datamonitor
09 May 2013
Expert View
Expert View

Perpetual bulks up in philanthropy

Australian wealth manager Perpetual has announced its intention to acquire The Trust Company, a major player in the Australian and New Zealand professional trustee service markets. While this will have little impact on the company's retail wealth and HNW market shares, it does stand to expand Perpetual Private's philanthropy and estate planning offerings.

Published By Datamonitor
08 May 2013
Expert View
Expert View

Competition for renminbi heats up

As countries such as Singapore, the UK, and Taiwan compete to be yuan offshore trading centers, Hong Kong will have a tough time maintaining its leading role in the long term.

Published By Datamonitor
01 May 2013
Expert View
Expert View

The pain in private banking Spain

Lloyds Banking Group has decided to sell its loss-making Spanish retail and private banking units to Banco Sabadell. While some banks like Sabadell are seeing an opportunity to expand, others are undergoing major retail business restructures that are affecting private banking divisions. This has implications for market competition, private banking employment, and the wider onshore wealth market.

Published By Datamonitor
30 Apr 2013
Expert View
Expert View

Investment choice drives South Africans offshore

According to Datamonitor's 2012 Global Wealth Managers Survey, HNW individuals offshore wealth because of better investment options available overseas. The UK is the primary booking center for offshore wealth. This is not surprising considering the diverse range of products and services available in advanced financial centers such as London.

Published By Datamonitor
26 Apr 2013
Expert View
Expert View

Investec launches app for South African clients

Investec's new iPad app for HNW clients in South Africa should get a warm reception. Datamonitor's 2012 Global Wealth Managers Survey shows that South African HNW clients demand regular reporting on their asset performance, with the majority interacting with their wealth manager's website at least once a week. The next key step is to make it available across more mobile platforms.

Published By Datamonitor
18 Apr 2013
Expert View
Expert View

UBS Brazil: crunch time

UBS finally received a banking license and approval to take over Link Investimentos in early 2013 after an arduous two year wait. Now sources at the bank suggest it is cutting non-wealth management staff. 2013 is becoming a crunch year for UBS to cement its local presence.

Published By Datamonitor
17 Apr 2013

« | ... | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | ... | » »|

No help is available.