Opinion on Wealth Management and Private Banking in North America

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Type Product title / description Pub Price
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
Expert View
Expert View

Analyst interview: HNW Asset Allocation Trends

Senior Analyst Heike van den Hoevel has been working on our "HNW Asset Allocation Trends" report. Here we ask her about what she discovered in her research, and the key trends to look out for over the course of the year.

Published By Datamonitor
06 May 2015
Expert View
Expert View

Not all millionaires enjoy investing

While millionaires may have ample funds to invest and grow, not all of them find investing worthy of their time or effort. According to UBS Wealth Management's Investor Watch 1Q2015, only 30% of US millionaires actually enjoy investing.

Published By Datamonitor
06 May 2015
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

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