Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

Irish mutual funds outperform the market

Buoyant growth in Ireland's onshore retail mutual fund industry in 2012 has significantly boosted the country's overall retail investment market. Looking ahead, more growth is yet to come in the years to 2017.

Published By Datamonitor
05 Jul 2013
Expert View
Expert View

Reputation and regulation are ultimately linked

There is a tendency to approach challenges in wealth management from different angles, but ultimately reputation and customer loyalty and regulation and compliance are more interlinked than ever before.

Published By Datamonitor
27 Jun 2013
Expert View
Expert View

Brazil wealth growth not over yet

After low growth during 2010-11, liquid assets held by the Brazilian affluent population returned to 10% growth during 2011-12. Despite the recent protests, Datamonitor predicts growth will persist at approximately 7.1% year-on-year up to 2017.

Published By Datamonitor
27 Jun 2013
Expert View
Expert View

Wealth advisors can use technology to justify cost of advice

In an era where the cost of advice is becoming more transparent and needs to be justified, wealth advisors can utilize technology to make their offering more appealing to HNW individuals.

Published By Datamonitor
27 Jun 2013
Expert View
Expert View

Advisors need more tech to become high touch

New technology can allow advisors to bridge the gap between customer needs and costs.

Published By Datamonitor
26 Jun 2013
Expert View
Expert View

UBS sounding the India retreat a bigger concern

Another wealth management big-hitter could be exiting the Indian market. Underlying economic weaknesses and strong local competition are maintaining weighty Indian market inefficiencies for foreign players.

Published By Datamonitor
25 Jun 2013
Expert View
Expert View

Credit Suisse's immigration-driven investments

Financial returns need not always be the primary point of a fund, with Credit Suisse's new Significant Investor Visa (SIV) investment portfolios returning more than just money.

Published By Datamonitor
24 Jun 2013
Expert View
Expert View

Germany: rise of the independents

Having lost trust in the banking industry, German affluent investors are looking for alternative sources of investment advice. In particular, independent advisors have been able to gain market share in Germany's mature wealth management market.

Published By Datamonitor
18 Jun 2013
Expert View
Expert View

US wealth managers offer social media best practice

US wealth managers are adding value to their service propositions by utilizing social media for meaningful interaction with HNW clients.

Published By Datamonitor
18 Jun 2013
Expert View
Expert View

Sabadell mops up retrenchment fallout

As retrenchment sweeps across the finance sector, Banco Sabadell stands out. Recent acquisitions in Spain and the US will benefit from the bank's past acquisition integration success and strengthen its international banking presence.

Published By Datamonitor
12 Jun 2013

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