Opinion on Wealth Management and Private Banking in North America

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Type Product title / description Pub Price
Expert View
Expert View

Analyst interview: The Global Wealth Market in 2015

Senior Analyst Bartosz Golba has recently been working on our "The Global Wealth Market in 2015" report. Here we ask him more about what he discovered and the key trends to look out for over the course of the year.

Published By Datamonitor
23 Apr 2015
Expert View
Expert View

Self-directed investors still need help

The mass affluent segment is believed to be the primary target group for robo-advisors and brokerage platforms. But some HNW individuals also opt to self-direct. The key is to develop a successful strategy when approaching them.

Published By Datamonitor
23 Apr 2015
Expert View
Expert View

Investors favor equity ETPs over mutual funds

In terms of global assets under management, mutual funds account for more than 10 times the assets held in exchange-traded products (ETPs). However, equity ETPs have recently been attracting more new money than mutual funds.

Published By Datamonitor
16 Apr 2015
Expert View
Expert View

Charles Schwab's robo offering not for HNW investors

Schwab Intelligent Portfolios took just three weeks to attract over $500m in client assets. The US giant's entrance into the robo-advisor space will further accelerate the growing popularity of these services, but not necessarily among HNW investors.

Published By Datamonitor
02 Apr 2015
Expert View
Expert View

Equities finally return UK HNW investors' affection

UK high net worth (HNW) investors hold over two thirds of their portfolios in equities - double the global average. After a volatile 2014 this risk-seeking attitude is starting to pay off, but wealth managers must be on guard.

Published By Datamonitor
25 Mar 2015
Expert View
Expert View

Falling oil prices hit the wealthy twice

Although the price of oil has recently been relatively stable compared to 2014, it remains more than 50% lower than in June 2014. And as our data shows, this will have a double impact on HNW individuals' portfolios.

Published By Datamonitor
11 Mar 2015
Expert View
Expert View

No point in pursuing billionaires

The gap between the richest and the poorest is growing not only in the overall world population, but also within the HNW segment, our data shows. Wealth management firms have to remember this when forming their propositions.

Published By Datamonitor
06 Mar 2015
Expert View
Expert View

Investors still prefer the human touch

Retail investors would likely fare better by putting their money into index funds, but many still prefer to trust human judgment when making their investment decisions.

Published By Datamonitor
04 Mar 2015
Expert View
Expert View

US stock market peaks, but investors need alternatives

US stock prices have already tripled since panicky March 2009. There is nothing more exciting for investors than a bullish market, but wealth managers have to start thinking about rebalancing their clients' portfolios.

Published By Datamonitor
19 Feb 2015
Expert View
Expert View

Time is money for wealth managers

Private banks and wealth management firms are dedicated to increasing cost efficiency, but they should not underestimate the potential of IT investment. Not only can it reduce costs in the long term, it can also increase revenue and profit.

Published By Datamonitor
13 Feb 2015

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