Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
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Fidelity's SmartFund Account: first Hong Kong, then Asia?

Fidelity's new execution-only asset management product will find a receptive market among Hong Kong's retail investors, making it a good test for a wider Asian rollout.

Published By Datamonitor
28 Aug 2013
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UAE investors hold 45% of their wealth offshore

Due to the underdevelopment of the local investment market, Emirati HNW investors offshore almost half of their wealth, the most significant proportion globally. This means that international wealth managers are best placed to service their needs.

Published By Datamonitor
28 Aug 2013
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Bank of America improves brand through ethical positioning

In successfully communicating its positioning as a charitable and ethical bank, Bank of America has improved its reputation among affluent consumers following the tribulations of the financial crisis.

Published By Datamonitor
22 Aug 2013
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Changing IFA market offers up divestment opportunities

The IFA market still offers lucrative expansion opportunities, but is now also developing as a divestment platform into which less lucrative lower threshold client books can be off-boarded.

Published By Datamonitor
21 Aug 2013
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HSBC steps back from HNW expats in the UK

HSBC's decision to close its UK immigration service desk for HNW investors indicates the bank's struggle to gain significant market share.

Published By Datamonitor
12 Aug 2013
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New investments, new mis-selling?

New capital instruments for banks brought about by the demands of Basel III need to be marketed carefully by the wealth management industry, while compliance teams must be vigilant.

Published By Datamonitor
12 Aug 2013
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Swiss wealth managers must adapt to survive

While Switzerland is still home to many of the leading global wealth managers, the country has lost just over $120bn in deposits from non-residents between 2012 and the 2007 peak.

Published By Datamonitor
07 Aug 2013
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UAE: inheritance planning vital for HNWs

Expats dominate the HNW population in the UAE and thus present a lucrative client base for wealth managers. However, to gain significant market share wealth managers must ensure that they provide appealing expat services.

Published By Datamonitor
31 Jul 2013
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Go West, where wealth is aplenty

Supported by a thriving economy, wealth in Western Australia is growing rapidly, making it an attractive target market for wealth managers.

Published By Datamonitor
26 Jul 2013
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Abenomics spurring Japanese wealth M&A

Divergent views on Japan are resulting in motivated sellers and willing buyers. Societe Generale has become the latest foreign player to sell out of Japan's wealth management market, but Datamonitor doubts it will be the last.

Published By Datamonitor
26 Jul 2013

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