Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
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Tax efficiency still in demand

HSBC's latest decision to review its Jersey accounts is another step towards greater transparency in the banking sector. However, anonymity and tax efficiency remain the main drivers for HNW individuals offshoring their wealth from the UK.

Published By Datamonitor
18 Mar 2015
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FCA clears up social media confusion

The Financial Conduct Authority (FCA) has published a set of guidelines for financial promotion on social media to ensure that firms are compliant.

Published By Datamonitor
18 Mar 2015
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Next Bank Sydney Interview: Black Marketing

Our Senior Wealth Analyst Heike van den Hoevel spoke to the CEO of Black Marketing, Chris J Reed, about the importance of social media in Asia Pacific.

Published By Datamonitor
12 Mar 2015
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Falling oil prices hit the wealthy twice

Although the price of oil has recently been relatively stable compared to 2014, it remains more than 50% lower than in June 2014. And as our data shows, this will have a double impact on HNW individuals' portfolios.

Published By Datamonitor
11 Mar 2015
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Next Bank Sydney: Analyst Profile by Heike van den Hoevel

> Which area of financial services are you interested in?

Published By Datamonitor
10 Mar 2015
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Next Bank Sydney: Analyst Profile by Andrew Haslip

Ahead of the Next Bank Sydney conference due to take place on March 10-12, our Head of Content for Asia Pacific considers savings habits and disruption within financial services.

Published By Datamonitor
06 Mar 2015
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No point in pursuing billionaires

The gap between the richest and the poorest is growing not only in the overall world population, but also within the HNW segment, our data shows. Wealth management firms have to remember this when forming their propositions.

Published By Datamonitor
06 Mar 2015
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Investors still prefer the human touch

Retail investors would likely fare better by putting their money into index funds, but many still prefer to trust human judgment when making their investment decisions.

Published By Datamonitor
04 Mar 2015
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No deterring foreign property buyers in Australia

The Australian government's proposal to charge a fee to foreign nationals buying residential property and to fine those who break foreign investment laws will do little to counteract affordability issues.

Published By Datamonitor
03 Mar 2015
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US stock market peaks, but investors need alternatives

US stock prices have already tripled since panicky March 2009. There is nothing more exciting for investors than a bullish market, but wealth managers have to start thinking about rebalancing their clients' portfolios.

Published By Datamonitor
19 Feb 2015

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