Evaluation of Financial Products in Private Banking
Table of Contents
1 Executive Summary
2 Financial Product Evolution: An Overview of Currency Financial Product Offerings in Private Banking
2.1 Issues and Concerns Faced by the Industry: Practices of the Financial Banking Industry
2.2 Growing Optimism in Emerging Markets: Asia-Pacific’s Financial Market on the Rise
2.3 Business Model Modifications: Regulatory Requirements and Client Needs Adjustments
2.4 Tax Issues in Offshore Private Banking
2.5 Future Wealth Distribution and Segmentation
2.6 Financial Wealth of HNWIs
2.7 Population Growth of HNWI
2.8 Financial Characteristics of HNWIs: Segmentation and Categorizing the Rich
2.9 Financial Capacities of HNWIs: Where Does the Money Come From?
2.1 Asset Management and Investment Behavior of HNWIs and UHNWIs
2.11 Asset Management Behavior of HNWIs: Changing Behavior and Investment Inclination of the Affluent
2.12 Investment Behavior: HNWI Population’s Inclination to Invest in Diversified Passion Safe Havens
2.13 Art: An Increasingly Attractive Investment for HNWIs
2.14 Jewellery, Gems and Watches: Shining Investment Strategies for the Middle Eastern Affluent
2.15 Luxury Collectibles: Investments of Choice for HNWIs
2.16 Sports Investments: Sports Franchising and Holdings of HNWIs
2.17 Wine, Coins and Antiques: Showing Potential for Financial Gains
2.18 Effects of Financial Turmoil
3 Regulatory Trends and Challenges in Private Banking
3.1 Trends in Private Banking: Various Changes in the HNWI Market
3.2 Diversified Clientele
3.3 Expanding Asia-Pacific HNWI Clientele
3.4 Continuous Effort to Rebuild and Obtain the Trust of Clients
3.5 Private Banking: Challenges and Issues
3.6 Private Banking in the Middle East: Adjusting to the Cultural and Economic Requirements in Gulf Cooperation Council Countries
3.7 Asian Private Banks: Challenges in Business Cycle and Talent Management
3.8 Changes in Wealth Allocation and Management Practices of HNWIS
3.9 Risks vs Returns: Cautious Investments
4 Diversity in Financial Product Offerings
4.1 Products and Services: Development of Private Products
4.2 Recent Product Developments
4.3 Wealth Management Services
4.4 Financial and Investment Advisory
4.5 Cross-Border Capital Allocation Services
4.6 Banking and Credit Products
4.7 HNW Clientele’s Banking and Product Preferences
5 IT Trends in Private Banking
5.1 Early Involvement of the Younger HNW Generation and Preference for Technology-Based Wealth Management
5.2 Optimizing the Wealth Management Industry via Technology
6 Development of Offshore Private Banking
6.1 Tax, Regulations and Expertise
6.2 Post-Crisis Realities in Offshore Private Banking
6.3 Alternative Client Behavior to Risk Aversion
6.4 Offshore Banking Brings De-Concentration and the Global Distribution of Wealth
6.5 Pitfalls, Risks, and Challenges in Offshore Private Banking
7 Private Banking in The Americas – Existing Conditions and Financial Product Offerings
7.1 North America’s HNWIs Remain on Top
7.2 Latin Americas’ Support for Onshore Private Banking Prompts International Banks to Move to the Region
7.3 The US
7.4 Bank of America Merrill Lynch – US
7.4.1 Investment management
7.4.2 Banking and lending
7.4.3 Concentrated stock management
7.4.4 Tax minimization strategies
7.4.5 Other services
7.4.6 Merrill Edge
7.6 Itaú Unibanco
7.6.1 Treasury products
7.6.2 Investment funds
7.6.4 Pension plan
7.6.5 Social products
7.6.6 Alternative Products
8 Private Banking in Europe, Middle East and Africa (EMEA) – Existing Conditions and Financial Product Offerings
8.1 EMEA Eclipsed by Asia-Pacific in 2011
8.2 Challenges and Threats to the EMEA Private Banking Industry
8.4 UBS AG – Switzerland
8.4.5 Fixed Income
8.4.6 Alternative and quantitative investments
8.4.7 Global real estate
8.4.8 Global fund solutions
8.4.10 Fund services
8.5 Middle East
8.6 Hong Kong Shanghai Banking Corporation (HSBC) – Middle East
8.6.2 Structured and Alternative
8.7 South Africa
8.8 Deutsche Bank AG – South Africa
8.8.1 Global markets
8.8.2 Global debt markets
9 Private Banking in Asia-Pacific – Existing Conditions and Financial Product Offerings
9.1 The Growth in Asia-Pacific Wealth Management Market
9.2 Threats and Challenges in Asia-Pacific Growth
9.4 Hong Kong Shanghai Banking Corporation (HSBC) – China
9.4.1 Structured investment
9.4.2 Dual currency investment
9.5 Hong Kong
9.6 Credit Suisse Group – Hong Kong
9.6.1 Foreign exchange and commodities
9.6.2 Fixed income
9.6.4 Alternative investments
9.6.5 Fund products
9.6.6 Structured derivatives
9.7 The Citi Private Bank – Singapore
9.7.1 Short-term assets
9.7.2 Liquid assets
9.7.3 Long-term assets
10 Risk Management and Changing Private Banking Relations
10.1 Risk Management: The Game Changer for Private Banking
10.2 Managing Risks and Transforming Operations
10.3 Information Technology: Shaping the Future of Private Banking
11.2 Contact Us
11.3 About Timetric
List of Tables
Table 1: Behavior of UHNWIs in Various Market Conditions
Table 2: Financial Products Preference of HNW clientele
List of Figures
Figure 1: Impact of Downturn on Personal Net Worth by Region
Figure 2: Survey Results Showing the Categorizing Criteria Used by Wealth Managers in Classifying Their HNW Clientele
Figure 3: Comparison of Age Distribution of UHNWIs in Different Countries
Figure 4: Distribution of HNWIs Around the World (millions)
Figure 5: Comparison of Investments of Passion Amongst HNWIs from 2008-2010
Figure 6: Various Challenges and Concerns in Private Banking
Figure 7: Banking Preferences and Characteristics of HNWIs in Gulf Cooperation Council Countries
Figure 8: Breakdown of HNWIs’ Financial Asset Allocations, 2006-2012
Figure 9: Private Banking Product Range
Figure 10: Financial Product Preference of HNW Clientele
Figure 11: Characteristics that HNW Clientele seek in a Private Bank
Figure 12: Transfer of HNW Market Share in the US
Figure 13: Financial Information Sources of HNWIs (Based on Age)
Figure 14: Percentage Share of Wealthy US Investors Interested in using Technology to Interact with Financial Advisers or Investment Firms (by Age)
Figure 15: GDP Performances of Developed and Emerging Markets
Figure 16: Return on Investment in Emerging Markets by Sector
Figure 17: Emerging Markets’ Performance in Private Equity Deals
Figure 18: Global Average Projected Level Growth
Figure 19: 2007–2010 Distribution of HNWIs by Region (US$ Trillion)
Figure 20: Earlier Forecasts of HNWI Population Distribution by Region
Figure 21: Principal Areas of Risks, According to Private Banking Practitioners
Figure 22: Private Banking Standards for Client Segmentation
The Kuwait Projects Market 2012
Published: 01-Feb-2012 Price: US 4000 Onwards Pages: 100
A comprehensive forecast and review of opportunities in Kuwait’s projects market
There are more than $115bn worth of projects in Kuwait planned or announced as of early 2012, making it one of the most promising future projects markets in the region. The most encouraging aspect is the fact that of all the GCC states it has the highest growth potential when past activity is compared to indicative future contact awards. Historically underachieving, the value of contract awards o......
Qatar Projects Market Organogram 2012
Published: 01-Apr-2012 Price: US 3000 Onwards Pages: 0
The who’s who in the Qatar projects market.
In addition to providing you with important company and individual information, this organogram can also be used digitally where it is fully searchable and it can also be printed out for easy visual reference so you can save time, effort and investment on research of the key players in the country.
You will benefit from detailed insight into:
Who’s who in the market along with the position in the decision-making process, their......
The Algeria Projects Market 2012
Published: 01-Jun-2012 Price: US 4000 Onwards Pages: 180
A comprehensive overview of the projects market in Algeria. This report provides a detailed overview of key sectors, such as:
oil and gas, rail, construction, renewable energy and wastewater.
In addition, it offers you insight into key areas of spending, major project plans and opportunities, government policy toward infrastructure spending, macroeconomic and political data and much more.
Through this report you will be able to:
understand specific opportuni......
Mena Projects Forecast & Review 2012
Published: 25-Jul-2012 Price: US 4000 Onwards Pages: 100
This report is an update to the hugely successful 2011 edition and offers you an in-depth overview of the projects market in the region, focusing on data in particular. It also critically provides you with a forecast for contract awards by country and sector for full year 2012 - 2013. In addition, the MENA Projects Forecast & Review 2012 will help you quantify and assess specific opportunities, which in turn will aid you with you business development strategy. Based on MEED Projects’ extensi......
Creating Female-Friendly Financial Services: Strategies, Opportunities and Lessons
Published: 07-Aug-2012 Price: US 3800 Onwards Pages: 97
This report assesses and evaluates the global strategies, opportunities and best practices adopted to target female clients for various financial services.
It provides detailed case studies from North America, the UK, India, Pakistan, the Middle East, South-East Asia and Australia to illustrate the various responses made by financial services companies to their respective female audiences.
The female financial services sect......
Emerging Opportunities in the Sub-Saharan African Consumer Finance Market: Market Size, Strategies, Products and Competitive Landscape
Published: 10-Aug-2012 Price: US 2950 Onwards Pages: 141
The report provides market analysis, information and insights on the Sub-Saharan African consumer finance market, including:
Current and forecast values for the Sub-Saharan African consumer finance market
Comprehensive, country-specific analysis of the industry’s market attractiveness and key trends and drivers supporting the growth of the consumer finance market in Sub-Saharan African countries
Detailed analysis of the marketing st......
Consumer Payments in the U.S.: The Latino Market
Published: 27-Aug-2012 Price: US 3995 Onwards Pages: 124
Latino consumers are a bright spot in an otherwise dreary picture for issuers of credit cards. According to Experian Simmons National Consumer Study (NCS) data, between 2004 and 2011 the total number of American consumers with credit cards dropped 5%, while the number of non-Latinos with credit cards fell 7%. During this same period, however, the number of Latino cardholders increased 23%. Thus, the vibrant growth in the number of Latino cardholders helped arrest what would have been an even ......
Changing Consumer Attitudes and Future Outlook for the Budget Hotel Industry in BRIC
Published: 31-Aug-2012 Price: US 2950 Onwards Pages: 109
The report provides market analysis, information and insights, including:
In-depth analysis of the budget hotel industry in the four BRIC countries: Brazil, Russia, India and China
A comprehensive understanding of country-specific market trends, drivers, opportunities and challenges across key customer segments
Detailed market sizing of the budget hotel industry in each BRIC country for a period of ten years (2007–2016)......
Business Process Management (BPM) Market Shares, Strategies, and Forecasts, Worldwide, 2012-2018
Published: 05-Sep-2012 Price: US 3700 Onwards Pages: 533
WinterGreen Research announces that it has published a new study Business Process Management (BPM: Market Shares, Strategy, and Forecasts, Worldwide, 2012 to 2018. The 2012 study has 533 pages, 172 tables and figures. Worldwide markets are poised to achieve significant growth as people seek to control automated process better and interact with it in a more flexible manner.
According to Susan Eustis, lead author of the WinterGreen Research team that prepared the study, “Cloud computing and sma......
Value for Money
We believe in "optimum utilization of available budget and resources". While servicing our clients' (your) market research requirements, we keep the same approach in focus to help you get the best value for your $$s.
Ever Growing Inventory
Ranging from the smallest feasible / required data (datasheets, data facts, SWOT analysis, company profiles, etc) to full research reports that help you make decisions, our inventory is updated almost on a daily basis with the latest industry reports from domain experts that track more than 5000 niche sectors.
One Stop Solution
Need a custom research report on medical devices market? Require all available business intelligence on 3D printing industry? Exploring F&B sector of a particular country/region? RnRMarketResearch.com is your one-stop-solution to all market intelligence needs. We not only offer custom research and consulting services, we also "bundle" reports to meet your needs and help you fetch the data analysis you require for your business.
Dedicated Client Engagement
Not limited to only "finding" relevant reports for you, our client engagement team dedicates its efforts to understand your "business need" and accordingly maps available research data to help you move forward. Call "your" client engagement executive any time of your day and get your questions answered in order to make the correct business decision.
Saving Time and Efforts
Simply share your research requirement details with us and let us do all the hard work to find required intelligence for you. When you add up our "one stop solution" and "dedicated client engagement" services mentioned above, you obviously know the time and effort saving you do by working with us.
Working with Fortune 500 organizations, we understand the importance of being flexible for payments. Share your payment terms with us and we will surely match up to them to ensure you get access to required business intelligence data without having to wait for the payment to be done.
Post-Purchase Research Support
Have questions after reading a report / datasheet bought through us? Not sure about the methodology used for data available in the research? Talk to us / Share your questions with us and if required, we will connect you with the analyst(s)/author(s) of the report(s) and ensure you get satisfactory answers for the same. Need more data / analysis / report(s) on the topic of your research/project? The RnRMarketResearch.com team is here for you 24X7 to support you with your post-purchase requirements.
Subscription Offers & Packages (Get in touch with us for more details - [email protected]
/ +1 888 391 5441 )
- Ad Hoc
- Pay - as - you - go / Bucket Subscriptions
- Fixed Cost for #of reports
- Customize / Personalize as per your needs