Opinion on Wealth Management and Private Banking

Published within

« | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | ... | » »|

Type Product title / description Pub Price
Expert View
Expert View

Chinese equities: there's hope after all

Despite a slow-down in the world's second largest economy, Chinese retail equity holdings are forecast to finally show some decent growth rates over the coming years.

Published By Datamonitor
19 Jul 2013
Expert View
Expert View

Maybank aspires to capture greater share of wallet

Maybank is expanding its reach in the Malaysian market, targeting mass affluent clients with its ASPIRE brand. The predicted growth in mass affluent numbers means the move should prove to be lucrative.

Published By Datamonitor
19 Jul 2013
Expert View
Expert View

Realtime compliance key to wealth app success

The next step for onboarding wealth management advisor apps is the ability for compliance departments to view documents in realtime as they are uploaded during initial advisor-client onboarding meetings.

Published By Datamonitor
18 Jul 2013
Expert View
Expert View

Citi taps China's growing mutual fund market

China Securities Regulatory Commission has granted eight licenses to foreign banks. The move is good news for the country's retail mutual fund market, which is now set for growth after years of decline.

Published By Datamonitor
12 Jul 2013
Expert View
Expert View

HMRC sharpens focus on resident non-domiciled segment

The crucial non-domiciled status that is key to the tax planning of HNW expats in the UK will become increasingly redundant in the future as HMRC looks to grow tax revenues from this segment.

Published By Datamonitor
11 Jul 2013
Expert View
Expert View

Deposits dominate Eastern European retail investments

Wealth managers face an uphill battle in Eastern Europe, with local investors preferring to hold assets in cash and deposits.

Published By Datamonitor
10 Jul 2013
Expert View
Expert View

Term deposits: attracting money only half the battle

Attracting term deposits is becoming more important with Basel III looming on the horizon. However, providers will have to step up their game and increase transparency if they want to convince customers to lock away their money.

Published By Datamonitor
08 Jul 2013
Expert View
Expert View

Irish mutual funds outperform the market

Buoyant growth in Ireland's onshore retail mutual fund industry in 2012 has significantly boosted the country's overall retail investment market. Looking ahead, more growth is yet to come in the years to 2017.

Published By Datamonitor
05 Jul 2013
Expert View
Expert View

Wealth advisors can use technology to justify cost of advice

In an era where the cost of advice is becoming more transparent and needs to be justified, wealth advisors can utilize technology to make their offering more appealing to HNW individuals.

Published By Datamonitor
27 Jun 2013
Expert View
Expert View

Reputation and regulation are ultimately linked

There is a tendency to approach challenges in wealth management from different angles, but ultimately reputation and customer loyalty and regulation and compliance are more interlinked than ever before.

Published By Datamonitor
27 Jun 2013

« | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | ... | » »|

No help is available.