Latest Intelligence on Wealth Management and Private Banking

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Type Product title / description Pub Price
Expert View
Expert View

$14.2tn global offshore market relocates to more legitimate and safe shores

The total amount of deposits and mutual funds held by non-residents in 12 of the largest offshore centers reached a post-crisis high of $14.2tn in 2011. However, this was still below the 2007 peak. Increased pressure on offshore centers to clean up their acts has limited their role as bases for tax avoidance for companies and individuals, to the benefit of safe havens such as the US and the UK.

Published By Datamonitor
25 Jul 2012
CommentWire
CommentWire

'Green' or ethical financial services set to become more mainstream

Socially responsible investing or ethical funds have never been so popular. The European ethical wealth management market is now worth E1 trillion, and ethical wealth management looks set to grow in popularity. Indeed, it appears ethical wealth management is not just a fashionable fad, and impressive returns suggest it will become a significant feature of Europe's wealth management landscape.

Published By Datamonitor
25 Oct 2006
Expert View
Expert View

2017: a turning point for wealth managers

The 2007-08 financial crisis has had an enduring effect on the composition of the global retail savings and investments market and has put significant pressure on wealth managers, but the situation is slowly improving.

Published By Datamonitor
05 Jun 2013
Expert View
Expert View

A broad portfolio of wealth management services is necessary to attract Australian investors

The wealth management sector in Australia is experiencing rapid growth. Consequently it has become a target market for many international players, as well as domestic competitors looking to expand. However, providers of wealth management services need to offer a flexible portfolio, which appeals both to the self-governing investor as well as to those who require more financial guidance.

Published By Datamonitor
04 Apr 2011
Expert View
Expert View

A Spanish offshore tax amnesty will have to be very lenient to encourage uptake

As part of Spain's tough new austerity package, the government has announced plans to launch an offshore tax amnesty. Such amnesties have been highly successful in other Western European countries such as the UK and Italy, but Spain will have to work hard to encourage wealthy individuals back into the struggling domestic banking sector.

Published By Datamonitor
04 Apr 2012
Expert View
Expert View

A time bomb: China's wealth management products

In China, investments in wealth management products have soared in recent years. However, these products' underlying assets are often linked to high-risk real estate investments, which means that in the event of an economic slowdown the risk may not be systematic, but defaults, especially among smaller lenders, are likely.

Published By Datamonitor
05 Apr 2013
Expert View
Expert View

Abenomics spurring Japanese wealth M&A

Divergent views on Japan are resulting in motivated sellers and willing buyers. Societe Generale has become the latest foreign player to sell out of Japan's wealth management market, but Datamonitor doubts it will be the last.

Published By Datamonitor
26 Jul 2013
CommentWire
CommentWire

ABN Amro / BNP Paribas: private progression

BNP Paribas [BNP.PA] is to enter the Dutch private banking market with the purchase of Nachenius, Tjeenk & Co from ABN Amro [AAB.AS]. The deal reflects both banks' continuing plans to create a pan European private banking network. If the same pro-active approach can be extended to developing their recently acquired businesses then both groups look very well-placed for the future growth.

Published By Datamonitor
21 Apr 2005
CommentWire
CommentWire

ABN Amro/State Street: it's all about focus

ABN AMRO Asset Management [ABN] has agreed to outsource its investment operations services in Europe to State Street [STT]. The deal represents another big win for State Street, and is a further example of the importance of specialist focus in a competitive environment. State Street and ABN AMRO Asset Management's deal leaves both players able to concentrate on what they do best.

Published By Datamonitor
17 May 2004
CommentWire
CommentWire

ABN Amro: building in Belgium

Dutch finance group ABN Amro [AAB.AS] is continuing to pursue a strategy of buying small domestic private banks to further its European ambitions. Building on its existing private banking operations in Belgium, this latest acquisition will expand the bank's reach in an increasingly valuable onshore market.

Published By Datamonitor
16 Mar 2005

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