Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
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Services not tax evasion will differentiate offshore centers

In an increasingly transparent global banking industry, offshore centers will compete against one another based on the quality of their services and the stability of their economy, rather than their ability to shield HNW assets from tax authorities.

Published By Datamonitor
28 Oct 2013
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Small players sweep up UK acquisitions

In the UK large international wealth managers have taken a back seat, with smaller competitors becoming the most active in the market as a result of the fallout from the Retail Distribution Review.

Published By Datamonitor
17 Oct 2013
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Julius Baer steps up the pace in Brazil

Julius Baer continues to expand its footprint in Latin America, as the private bank aims to profit from the robust growth of new wealth in Brazil.

Published By Datamonitor
16 Oct 2013
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Australia: no end to consolidation trend in sight

Independent financial advisors will have to reconsider their business models to survive in a market where regulatory issues dominate providers' agendas, and lack of scale is driving consolidation.

Published By Datamonitor
11 Oct 2013
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Fidelity targets GBP150bn self-directed wealth proposition

Fidelity UK has launched a new wealth management service aimed at the rising HNW self-directed market, and with limited existing competition the move is likely to prove successful.

Published By Datamonitor
30 Sep 2013
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The downturn in wealth management has begun

Since the financial crisis many financial institutions have invested in their wealth management arms to drive overall growth; however, this is about to change.

Published By Datamonitor
27 Sep 2013
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Investec bets on Scottish growth

Investec is building its Scottish wealth teams with eight new appointments, in what should be an effective strategy for the company to grow its market share.

Published By Datamonitor
20 Sep 2013
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Australia's love affair with equities set to rekindle

Recent interest rate cuts combined with positive stock market conditions will see Australia's love affair with equities reawaken, supporting the strong growth of its retail savings and investment market.

Published By Datamonitor
13 Sep 2013
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International wealth managers wave goodbye to India

Macquarie Bank is the latest in a series of international wealth managers to exit India, casting doubt over the viability of the country's wealth management market.

Published By Datamonitor
09 Sep 2013
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NAB private banking unit finally targets corporate clients

NAB's decision to merge its private and corporate units should finally boost intercompany referrals in a market plagued by limited cross-selling activity.

Published By Datamonitor
06 Sep 2013

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