Opinion on Wealth Management and Private Banking in North America

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Type Product title / description Pub Price
Expert View
Expert View

Wealth giants stand up to robo challengers

While growing fast, robo-advisors still represent only a fraction of the wealth management industry. To really take off, the automated investment space must be entered by the traditional incumbents on a larger scale.

Published By Datamonitor
23 Jul 2015
Expert View
Expert View

Investors remain unaware inflation erodes savings

Cash in savings accounts consistently offers returns lower than inflation - thus eroding savings - but investors remain unaware of the realities. Wealth managers must remind clients that equities offer the best long-term protection against inflation.

Published By Datamonitor
10 Jul 2015
Expert View
Expert View

SCOTUS ruling a client acquisition opportunity

The recent US Supreme Court ruling is a watershed civil rights development, but it also presents an ideal client acquisition opportunity. Wealth managers must ensure advisors are primed to provide advice to the wave of newlywed same-sex partners.

Published By Datamonitor
30 Jun 2015
Expert View
Expert View

Global commission model in retreat

Canada has become the latest jurisdiction to consider banning the commission advice model, with the publication of the Brondesbury Report confirming that investors often lose out under this system.

Published By Datamonitor
23 Jun 2015
Expert View
Expert View

Aspiration and reality clash in HNW inheritance planning

High net worth (HNW) individuals are keen to secure the financial future of their offspring, but are often unsure of the preparations they need to make. Wealth managers can capitalize by guiding their clients on how to pass their assets on to the next generation.

Published By Datamonitor
23 Jun 2015
Expert View
Expert View

Retail investors are looking for liquid alternatives

With HNW investors keen to see both return and diversification benefits, wealth managers must ensure their propositions provide the opportunity for alternative investment strategies.

Published By Datamonitor
22 Jun 2015
Expert View
Expert View

Moving abroad makes financial life complicated

Seeking financial advice while adjusting to life in a new country can be confusing for many. In a new environment, navigating the financial advice market can be more difficult than at home.

Published By Datamonitor
13 Jun 2015
Expert View
Expert View

Understanding end customers key for asset managers

Client-centricity was among the themes discussed on the second day of the 2015 Distribution in Retail and Wholesale Asset Management conference. Asset managers have to understand their end customers if they wish to develop successful products.

Published By Datamonitor
26 May 2015
Expert View
Expert View

Analyst Interview: Distribution in Retail Asset Management Event

In May our Wealth Management analysts, Helen Allingham, Bartosz Golba, and Katri Tuomainen, attended the Distribution in Retail and Wholesale Asset Management event organized by FC Business Intelligence. Here the analysts discuss what they learnt.

Published By Datamonitor
18 May 2015
Expert View
Expert View

Why do US millionaires always want more?

According to UBS Investor Watch 2Q 2015, while millionaires in the US are more satisfied with their standard of living when their net worth increases, they are still not completely happy with their situation.

Published By Datamonitor
15 May 2015

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