Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
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
Expert View
Expert View

Cayman Islands to adapt or falter

In an increasingly transparent global banking order, the Cayman Islands' popularity will be judged on its ability to adapt. It must complement its existing offshore booking center proposition with increased service provision if it is to remain the US HNW booking center of choice.

Published By Datamonitor
10 Jun 2013
Expert View
Expert View

2017: a turning point for wealth managers

The 2007-08 financial crisis has had an enduring effect on the composition of the global retail savings and investments market and has put significant pressure on wealth managers, but the situation is slowly improving.

Published By Datamonitor
05 Jun 2013
Expert View
Expert View

Lloyds Banking Group calling time on Switzerland

Lloyds Banking Group's decision to sell its international private banking business and refocus on the UK comes as no great revelation. However, the inclusion of its Swiss business in the sale is more of a surprise.

Published By Datamonitor
31 May 2013
Expert View
Expert View

New regulation in China hits smaller players

Following the introduction of new regulation governing the issuance of wealth management products in China, smaller players will struggle to maintain their margins and attract new clients as they will not be able to lure investors with high yields without taking a substantial hit on their bottom line.

Published By Datamonitor
29 May 2013
Expert View
Expert View

NAB Private Wealth bucks the trend in Asia

NAB Private Wealth's new branding in Asia Pacific gives it a fresh face, but it is the bank's strategic customer targeting efforts focusing on the region's expats and affluent women that will win it market share. Datamonitor believes that a focus on these segments will play a crucial role in building the bank's client base and developing its brand in a highly competitive market.

Published By Datamonitor
23 May 2013
Expert View
Expert View

Ashcourt Rowan joins outsourcing bandwagon

Ashcourt Rowan's move to outsource investment management administration to TD Wealth underlines the balance that must be made between company focus and meeting client demand in the post-RDR world.

Published By Datamonitor
21 May 2013
Expert View
Expert View

ING Belgium leverages personal banking for private bank

Private banks such as ING dominate the wealth management market in Belgium. The breadth of services provided by private banks is the major differentiating factor that has pushed them into this market-leading position. In addition, private banks that are part of a universal banking group have been very successful due to their strategic targeting of the aspiring mass affluent segment.

Published By Datamonitor
17 May 2013
Expert View
Expert View

Pure-play Van Lanschot fits Dutch market

Van Lanschot has decided to reduce its corporate loan book by almost half in the next five years and to reposition itself as a pure wealth management player in an effort to improve its Tier 1 capital position and reduce its risk exposure. The streamlined offering will fit the entrepreneur-heavy Dutch market and offers good growth opportunities for the bank.

Published By Datamonitor
16 May 2013

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