Opinion on Wealth Management and Private Banking in North America

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Type Product title / description Pub Price
Expert View
Expert View

Is Julius Baer overstretching?

Julius Baer's announcement that it is increasing its stake in GPS from 30% to 80% is just the most recent of a series of acquisitions. Datamonitor Financial thinks that the company is starting to overstretch.

Published By Datamonitor
25 Mar 2014
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Expert View

HNW NRIs: lucrative but competitive

Its large size makes the high net worth (HNW) non-resident Indian (NRI) market an attractive target, but wealth managers looking to exploit this opportunity have to expect fierce competition, making a differentiated strategy critical.

Published By Datamonitor
18 Mar 2014
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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
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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
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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
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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
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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
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Services not tax evasion will differentiate offshore centers

In an increasingly transparent global banking industry, offshore centers will compete against one another based on the quality of their services and the stability of their economy, rather than their ability to shield HNW assets from tax authorities.

Published By Datamonitor
28 Oct 2013
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Expert View

The downturn in wealth management has begun

Since the financial crisis many financial institutions have invested in their wealth management arms to drive overall growth; however, this is about to change.

Published By Datamonitor
27 Sep 2013
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Expert View

Bank of America improves brand through ethical positioning

In successfully communicating its positioning as a charitable and ethical bank, Bank of America has improved its reputation among affluent consumers following the tribulations of the financial crisis.

Published By Datamonitor
22 Aug 2013

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