Opinion on Wealth Management and Private Banking

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Type Product title / description Pub Price
CommentWire
CommentWire

Zurich: waving goodbye to asset management

Having struggled to maintain profitability in its asset management business over the past few years, Zurich Financial Services has now rid itself of Threadneedle. This has given Amex a bargain-basement entry into the world of asset management but the near future is not looking too rosy for this sector.<BR />

Published By Datamonitor
18 Jun 2003
Expert View
Expert View

Why investment banks are of utmost importance to wealth managers

Recent issues have brought investment banking into the spotlight and have led some large global wealth managers to redefine the focus of their businesses. In the post financial crisis environment the reputation of investment banking has been shattered, but wealth managers simply cannot justify closing investment banking operations.

Published By Datamonitor
05 Jan 2012
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Expert View

What will an offshore yuan trading center in London mean for wealth managers?

A forum has been established between the UK and the Hong Kong Monetary Authority (HKMA) to discuss the development of London as an offshore yuan trading center. Reaching the status that Hong Kong holds for the offshore currency will not happen overnight, but wealth managers should be aware of approaching implications.

Published By Datamonitor
19 Jan 2012
Expert View
Expert View

What conclusions can be drawn from the net inflows at Credit Suisse Private Banking?

Credit Suisse has announced strong net inflows within its private wealth management unit. In Q1 2012, net inflows from wealth management clients reached CHF5.8bn, up 45.0% on Q4 2011. The origins of the new assets highlight a number of characteristics that define the global wealth management industry in 2012.

Published By Datamonitor
30 Apr 2012
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Expert View

Wells Fargo launches Abbot Downing brand to serve the US UHNW market, a highly lucrative segment

The new Abbot Downing brand has been launched by Wells Fargo and is aimed at the growing UHNW market in the US. According to Datamonitor figures, this market is set to grow considerably through to 2015, which could lead to the brand holding a strong position among wealth managers in the future.

Published By Datamonitor
12 Apr 2012
Expert View
Expert View

Wealthy Hong Kong clients are on the hunt for attractive investments

A new Datamonitor survey has found that high net worth individuals in Hong Kong are actively hunting for the best money making opportunities. Indeed, the country's future is promising after its economy successfully emerged out of recession in the second quarter of 2009. Investor confidence has flourished and clients are willing to accept extreme risks if greater returns are to be had.

Published By Datamonitor
26 Nov 2009
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Expert View

Wealth managers one downturn from losing clients

Global economic growth is suffering yet another bout of wobbles. Wealth managers are at risk of losing business and must invest in client relationships now, so that they can retain clients when the economic storm clouds inevitably gather once again.

Published By Datamonitor
29 Oct 2014
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Expert View

Wealth managers need to join the mobile bandwagon

Private wealth managers are by necessity more cautious than the rest of the financial services market, as they are responsible for the preservation and growth of their clients' money. As such, technological innovation comes slow to the market. However, the mobile banking revolution is unfolding so fast that wealth managers have to develop a mobile strategy or risk losing affluent customers.

Published By Datamonitor
01 Mar 2013
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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
CommentWire
CommentWire

Wealth management: the rush to pick up the pieces

The global wealth management market is now seeing a number of M&A deals, with Kleinwort Benson and parts of ING's private banking division now under the hammer. Yet the actual number of top-tier businesses coming to market remains small and competition for these assets is becoming fierce as more wealth managers get back on their feet, making it essential to move cautiously and strategically.

Published By Datamonitor
30 Sep 2009

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