Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

China: now is not the time to be creative

Increased competition for Chinese deposits as a result of internet giants Baidu and Alibaba entering financial services is not necessarily a good thing for the market.

Published By Datamonitor
04 Mar 2014
Expert View
Expert View

Fidelity to target wealthy women

Fidelity has announced its intention to target female investors more aggressively. However, to be successful it will need to provide dedicated services to attract both independent female investors and those in couples.

Published By Datamonitor
21 Feb 2014
Expert View
Expert View

RBC leverages the North American connection

Following an extensive reorganization in 2010, RBC is successfully focusing on UHNW and HNW clients both in Canada and strategic markets globally.

Published By Datamonitor
18 Feb 2014
Expert View
Expert View

Even the rich have credit needs

Wealth managers need to look after their clients' borrowing needs as well as their investments, or risk seeing competitors step into the breach.

Published By Datamonitor
13 Feb 2014
Expert View
Expert View

Middle Eastern multimillionaires to increase by 45%

Middle Eastern wealth markets, driven by stubbornly high oil prices and the stabilization of the world economy, are expected to continue booming. As a result, the number of individuals with $10m+ will increase by 45% between 2013 and 2017.

Published By Datamonitor
29 Jan 2014
Expert View
Expert View

Wealth managers finally getting social

After a slow initial take-up wealth managers are catching on to the idea of social media, with significantly more client contact taking place via this communication channel in 2013.

Published By Datamonitor
29 Jan 2014
Expert View
Expert View

M&A to continue in Australian wealth market

Continuing consolidation is on the cards as wealth firms in Australia scramble to gain economies of scale.

Published By Datamonitor
14 Jan 2014
Expert View
Expert View

Growth at the cost of profit in Asia Pacific

Private banks in Asia Pacific have been chasing the region's impressive growth rates rather than profits. Now it is time to pay the price as providers are increasingly forced to reduce their Asian footprint.

Published By Datamonitor
07 Jan 2014
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

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