Opinion on Wealth Management and Private Banking

Published within

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Type Product title / description Pub Price
Expert View
Expert View

Returning expats need more advice from providers

Most providers are aware that the expat community requires offshore advice. However, much more could be done to target affluent citizens who have returned to their country of origin after an extended absence.

Published By Datamonitor
17 Dec 2013
Expert View
Expert View

Philanthropy on the rise in Hong Kong

As philanthropy grows in popularity in Hong Kong, the country's private wealth managers should start helping their clients with giving.

Published By Datamonitor
05 Dec 2013
Expert View
Expert View

UAE: hub for HNW entrepreneurs

Due to the success of the Emirati government in attracting entrepreneurs, wealth managers in the UAE need to provide specialized support to expats arriving to set up new enterprises.

Published By Datamonitor
18 Nov 2013
Expert View
Expert View

Asia Pacific migrants an attractive target

Migrants from Asia Pacific are an underserved segment when it comes to financial advice, making them an attractive target market for wealth managers globally.

Published By Datamonitor
08 Nov 2013
Expert View
Expert View

Look east for self-directed growth

Asia Pacific is expected to see the greatest growth in the self-directed market, as HNW individuals there invest an increasing proportion of their wealth independently of a wealth manager.

Published By Datamonitor
05 Nov 2013
Expert View
Expert View

Discretionary asset management on the rise in Singapore

Private banking clients still prefer advisory asset management when investing their wealth, but discretionary is finally making headway in Singapore.

Published By Datamonitor
01 Nov 2013
Expert View
Expert View

Hong Kong wealth managers must drive social media

Lack of regulation is the principle hindrance to relationship managers using social media to engage with HNW clients. Wealth managers should devise an internal code of conduct to encourage usage and reap the benefits the channel has to offer.

Published By Datamonitor
31 Oct 2013
Expert View
Expert View

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
Expert View
Expert View

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
Expert View
Expert View

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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