Opinion on Wealth Management and Private Banking in North America

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Type Product title / description Pub Price
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Credit Suisse revs up US entrepreneurs

Credit Suisse is taking client targeting to a new level with an initiative called Entrepreneurs Circle. Particularly in mature markets such as the US, private wealth managers need more such programs to develop a sustainable pipeline of new clients.

Published By Datamonitor
13 Nov 2014
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Expert View

Online investment management steps up

The proliferation of online investment services poses an increasingly severe threat to the traditional brick and mortar business model. Only those wealth managers willing and able to evolve will remain competitive in the mass affluent space.

Published By Datamonitor
03 Nov 2014
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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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All change in the offshore market

The performance of offshore centers around the globe has varied enormously in recent years. While some hubs have thrived, others have struggled due to increasing regulation and changing client needs.

Published By Datamonitor
08 Oct 2014
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Morgan Stanley continues its expansion

Morgan Stanley's acquisition of the remaining stake in its joint venture with Citi puts the wealth manager into third place in terms of "published" 2013 assets under management (AUM) in Datamonitor Financial's Wealth Management Super League.

Published By Datamonitor
04 Jun 2014
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Sharia demand can no longer be ignored

There's no question about it: the Islamic finance market is in for some sustained growth, a trend that wealth managers can no longer afford to overlook.

Published By Datamonitor
06 May 2014
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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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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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