Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
CommentWire
CommentWire

ABN Amro: Private Clients doing well

Wealth manager ABN Amro [ABN] struggled in 2003, but it has worked on its domestic business and reaped the rewards. Its Private Client arm in particular has improved significantly on last year. With the right strategy ABN Amro should now be well placed to make inroads into the tough German market.

Published By Datamonitor
29 Apr 2004
Expert View
Expert View

Advisors miss out on tablets

Applications giving wealth management clients access to investment and market information were very popular in 2012, as were applications allowing banking and trading transactions. However, despite numerous firms offering software to create applications for advisors uptake was limited. Granted, implementation is costly, but the security benefits and client interaction offer unique advantages.

Published By Datamonitor
28 Feb 2013
Expert View
Expert View

Altaira Wealth Management: another Swiss player focusing on the Middle East

Geneva-based Altaira Wealth Management has set up an office in Bahrain, hoping to entice wealthy Middle Eastern clients with its Swiss asset management offering. Altaira follows other wealth managers like Falcon Private Bank in offering Swiss expertise to these consumers, but with local competition increasing, foreign entrants may struggle in the region.

Published By Datamonitor
22 Feb 2012
Expert View
Expert View

Alternative investments to flourish in Hong Kong

Measures proposed by the Hong Kong government to develop the country's alternative asset industry are expected to drive demand for hedge funds and private equity, meaning wealth managers should position their product and service offerings accordingly.

Published By Datamonitor
08 Mar 2013
Expert View
Expert View

AMP uses enhanced Elevate wealth protection to target Australian miners

AMP has upgraded its insurance offer, Elevate. The upgraded suite was launched at AMP Expo 2012, the first in a series of nationwide expos for financial planners and advisors running throughout May. The enhancements focus on improvements for people working in the mining industry, giving AMP a tailored option for the most important growth market for wealth managers in Australia.

Published By Datamonitor
14 Jun 2012
CommentWire
CommentWire

AMP: insurance sell-off will sharpen wealth focus

AMP has sold its insurance and reinsurance businesses to US company Enstar Group for A$585 million, booking a profit of around A$83million. The sale frees up capital for AMP and, more importantly, allows the group to focus on its core operations, including wealth management, a market set to benefit from new government retirement savings initiatives.

Published By Datamonitor
14 Dec 2007
CommentWire
CommentWire

AMP: looks on the bright side of the credit crisis

AMP has announced that its earnings growth for 2008 is likely to be lower as a result of the global credit crisis. Although the Australian wealth manager agreed with several other banks that the worst of the crisis is likely to be over, Datamonitor feels that financial institutions in Australia should be cautious over the next 12 months as some of the world's leading economies slow down.

Published By Datamonitor
16 May 2008
CommentWire
CommentWire

AMP: marketing push to revive its retail banking brand

AMP is looking to redefine its retail banking business and to capitalize on the opportunity created from having fewer players in the market. To achieve this, the company has launched a new marketing campaign, focusing on an innovative transaction account. This novel product will attract consumer interest and Datamonitor expects other banks to develop similar accounts in the future.

Published By Datamonitor
05 Mar 2009
CommentWire
CommentWire

AMP: profits fall amid tough economic conditions

AMP's 41% decline in net profits for 2008, which was driven by declining equity markets and a volatile financial environment, affected both the wealth management and insurance divisions of the company. However, despite this negative news, early trading saw AMP's stock rise by several percent, indicating that the market may have expected the company's announcement to have been even worse.

Published By Datamonitor
24 Feb 2009
CommentWire
CommentWire

AMP: selling the leaking boat before it floats?

Old Mutual [OML.L] is reportedly lining up a GBP1.5 billion bid that could put AMP's plans to float its northern hemisphere business on hold. Old Mutual's expansion outside of South Africa is in stark contrast to AMP's retrenchment to its home markets. Indeed, the weakened AMP group might even attract bids for more than just its UK operations.

Published By Datamonitor
23 Jul 2003

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