Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

SEBI entrenches conflict of interest in Indian market

Previous SEBI regulatory announcements have had major impacts on the wealth management industry, with banning entry loads for mutual fund distributors in 2009 being the most dramatic. In contrast, the latest move to set up an SRO for mutual fund distributors will have little positive impact on the industry or its commission-based conflict of interest.

Published By Datamonitor
16 Apr 2013
Expert View
Expert View

Asia Pacific growth driven by deposits

Asia Pacific (excluding Japan) retail savings and investments are concentrated in deposits, which will be responsible for much of the growth in the years to 2017. The astounding economic performance in the region has resulted in strong wealth creation, most of which has remained trapped in deposits, a situation that is not expected to change for the foreseeable future.

Published By Datamonitor
12 Apr 2013
Expert View
Expert View

Australia: super still attractive for HNW investments

Proposed changes to Australia's superannuation regulation will fall heavily on the top end of the market, with asset-rich Australians hit with a new tax on superannuation income. While the changes are a negative for the rich with large super balances, Datamonitor still feels that superannuation is an attractive option for HNW individuals compared to directly held investments.

Published By Datamonitor
10 Apr 2013
Expert View
Expert View

Taiwan's growth as a wealth hub fueled by renminbi

Taiwan's growing importance as a renminbi offshore center is making the country an attractive target market for wealth management providers.

Published By Datamonitor
09 Apr 2013
Expert View
Expert View

A time bomb: China's wealth management products

In China, investments in wealth management products have soared in recent years. However, these products' underlying assets are often linked to high-risk real estate investments, which means that in the event of an economic slowdown the risk may not be systematic, but defaults, especially among smaller lenders, are likely.

Published By Datamonitor
05 Apr 2013
Expert View
Expert View

FATCA: UK follows in US's footsteps

The Cayman Islands has announced that it will implement a FATCA Model 1 intergovernmental agreement with the US and that it will seek similar automatic exchanges of information with the UK. The announcement marks the latest major offshore jurisdiction to enter into a FATCA agreement with the US and, unsurprisingly, also with the UK.

Published By Datamonitor
05 Apr 2013
Expert View
Expert View

French HNWs seek refuge in Belgium

Over the coming years the number of French HNW expats to Belgium is likely to rise due to fears surrounding increased taxation in France under President Hollande's socialist government. Belgium is already an attractive location for French HNW expats, due to its close proximity to France, favorable business taxes, and shared language.

Published By Datamonitor
04 Apr 2013
Expert View
Expert View

Spain's unstoppable decline

Spain's savings and investment market is headed for the fourth straight year of decline. Its appalling economic performance, stagnating wages, and high unemployment are all impacting the market and will hinder any real recovery for at least another three years. To make things worse, Spain could easily be the next victim of a Cyprus-style scenario, further intensifying the problems in the market.

Published By Datamonitor
28 Mar 2013
Expert View
Expert View

Greek retail deposits will not see growth until 2016

In 2012, for the third consecutive year, Greek retail deposits experienced a steep decline. Last year was testing for retail deposits due to high levels of unemployment and continued real wage declines. Datamonitor's Global Retail Savings and Investments Analytics now forecasts that Greek retail deposits will not see positive growth until 2016.

Published By Datamonitor
27 Mar 2013
Expert View
Expert View

Australia: new bond regulation to pass HNW investors by

The effect of Australia's newly introduced bond legislation on the allocation of HNW individuals' assets is expected to be marginal, as the law's changes regarding the provision of prospectuses only apply to a small proportion of the country's HNW community when considering their total asset pool.

Published By Datamonitor
26 Mar 2013

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