Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

Chinese equities: outlook remains positive

China's recent share market rally was interrupted by the country's securities regulator cracking down on margin accounts to curb excessive speculation. However, our view on Chinese equities remains positive.

Published By Datamonitor
20 Jan 2015
Expert View
Expert View

Mobile key to capturing the "always on" consumer

Consumer expectations of the financial services industry continue to rise; the successful players in 2015 will be those that can effectively meet these needs.

Published By Datamonitor
19 Jan 2015
Expert View
Expert View

Consumers will drive digital revolution in 2015

Financial services providers must listen carefully to customers' voices when introducing new technologies. Consumers no longer want to just "consume" - instead their needs and expectations will help drive new developments.

Published By Datamonitor
16 Jan 2015
Expert View
Expert View

Germany: new inheritance tax to boost succession planning

The federal constitutional court's ruling that Berlin has to overhaul its inheritance tax law before June 2016 will spark demand for business succession planning among Germany's sizable HNW entrepreneurial community.

Published By Datamonitor
08 Jan 2015
Expert View
Expert View

ETFs appeal across the Australian wealth spectrum

When serving HNW investors, wealth managers in Australia need to offer a range of exchange-traded funds (ETFs) in addition to more complex private banking products.

Published By Datamonitor
08 Jan 2015
Expert View
Expert View

Russian HNW hungry for property

As economic conditions worsen, Russian HNW clients are requiring more than traditional investment knowledge from their wealth managers. Credit, mortgage, and property support is becoming increasingly important as a safe means of investing wealth.

Published By Datamonitor
19 Dec 2014
Expert View
Expert View

Mobile apps critical for Malaysian mass affluent

While mobile banking apps are essential to servicing all mass affluent individuals across Asia Pacific, in Malaysia this is a key banking channel.

Published By Datamonitor
09 Dec 2014
Expert View
Expert View

Credit demand plummets among wealthy Singaporeans

Wealth managers in Singapore are feeling the effects of government efforts to cool the property market, with demand for mortgages set to be muted.

Published By Datamonitor
28 Nov 2014
Expert View
Expert View

Credit Suisse revs up US entrepreneurs

Credit Suisse is taking client targeting to a new level with an initiative called Entrepreneurs Circle. Particularly in mature markets such as the US, private wealth managers need more such programs to develop a sustainable pipeline of new clients.

Published By Datamonitor
13 Nov 2014
Expert View
Expert View

ADCB follows HNW clients to Singapore

Abu Dhabi Commercial Bank is to open a representative office in Singapore. With a fifth of the funds offshored by UAE residents booked into the Asian city state, this offers a key competitive advantage necessary in the crowded Emirates banking market.

Published By Datamonitor
04 Nov 2014

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