ResearchMoz

Evaluation of Financial Products in Private Banking

Timetric
Published Date » 2012-10-17
No. Of Pages » 59
     
 Synopsis  
 
 Financial institutions need to design new financial products to cater to the emerging new segment of wealthy individuals, particularly within the Asia-Pacific region. Retail banks need to identify new products and services to improve the revenues, assess needs and offer convenient, effective service to targeted, high yield accounts 
 This report assesses the emerging opportunities available to both senior strategic staff and those at regional and branch level, looking to attract wealthy individuals with personalized financial products 
 It covers various emerging financial products targeted to new emerging segments in the banking industry 
 Key issues in segmentation and the various approaches for handling the issues are thoroughly discussed 
 It also...
Table of Content

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-Pacifics 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 Populations 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 Clienteles 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 Americas 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
7.5 Brazil
7.6 Itau Unibanco
7.6.1 Treasury products
7.6.2 Investment funds
7.6.3 Brokerage
7.6.4 Pension plan
7.6.5 Social products
7.6.6 Alternative Products
7.6.7 Escrow

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
8.3 Switzerland
8.4 UBS AG – Switzerland
8.4.1 Equities
8.4.2 Bonds
8.4.3 Gold
8.4.4 Equities
8.4.5 Fixed Income
8.4.6 Alternative and quantitative investments
8.4.7 Global real estate
8.4.8 Global fund solutions
8.4.9 Infrastructure
8.4.10 Fund services
8.5 Middle East
8.6 Hong Kong Shanghai Banking Corporation (HSBC) – Middle East
8.6.1 Liquidity
8.6.2 Structured and Alternative
8.6.3 Equity
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
9.3 China
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
9.6.3 Equities
9.6.4 Alternative investments
9.6.5 Fund products
9.6.6 Structured derivatives
9.6.7 Singapore
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 Appendix
11.1 Methodology
11.2 Contact Us
11.3 About Timetric
11.4 Disclaimer

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

Upcoming Reports:

Poland: potatoes market
By - Williams and Marshal Strategy
This report presents a comprehensive overview of the potatoes market in Poland and its state as of January 2014. It provides detailed analysis of the industry, its dynamics and structure. The purpose of the report is to describe the state of the potatoes market in Poland, to present actual and retrospective information about the volumes and dynamics of production, imports, exports and consumption, the characteristics of the market for the period 2008-2012 and to build a forecast for the market development until 2018. In the same way, the report presents an elaborate overview of the main...
Greece: market of animal fats and oils
By - Williams and Marshal Strategy
This report presents a comprehensive overview of the animal fats and oils market in Greece and its state as of January 2014. It provides detailed analysis of the industry, its dynamics and structure. The purpose of the report is to describe the state of the animal fats and oils market in Greece, to present actual and retrospective information about the volumes and dynamics of production, imports, exports and consumption, the characteristics of the market for the period 2008-2012 and to build a forecast for the market development until 2018. In the same way, the report presents an elaborate...
Greece: market of plastic tubes, pipes and hoses
By - Williams and Marshal Strategy
This report presents a comprehensive overview of the plastic tubes, pipes and hoses market in Greece and its state as of January 2014. It provides detailed analysis of the industry, its dynamics and structure. The purpose of the report is to describe the state of the plastic tubes, pipes and hoses market in Greece, to present actual and retrospective information about the volumes and dynamics of production, imports, exports and consumption, the characteristics of the market for the period 2008-2012 and to build a forecast for the market development until 2018. In the same way, the report...

Research Assistance

We will be happy to help you find what you need.
Please call us or write us:

866-997-4948 (Us-Canada Toll Free)
Tel: +1-518-618-1030
Email: sales@researchmoz.us
Select License type:

Share this report

Related News

World Cup Stadium at Qatar to be Renovated for 2022 FIFA World Cup
Nov 26, 2014  
The design for renovation of the Khalifa International Stadium will soon be unveiled by the organization that is responsible for building the infrastructure and stadiums for the 2022 FIFA World Cup Qatar. The main construction work on the stadium is being looked into by two prominent construction companies. The joint venture is between Six Construct and Midmac Contracting. Six Construct is a...
DOD Spending Low, Corps Look for More Work in Alaska
Nov 24, 2014  
Military construction across Alaska continues to decline. Government contractors expect to keep busy for the time being with work delegated by other federal agencies. The United States Army Corps of Engineers expects to have more than US$410 million worth of work available on at least 400 projects in the 2015 fiscal year. Chris Tew, the Alaska Contracting Division chief said that is...
China Consumer Products Fair Kicks-Off in Abu Dhabi
Nov 24, 2014  
Seeking to market products in the United Arab Emirates (UAE) and Mena regions, more than 100 consumer goods makers from China showcased their mid-to-high-end consumer goods at the China Consumer Products Fair. The second edition of the China Consumer Products Fair 2014 began on Monday in Abu Dhabi’s National Exhibition Center (Adnec). The event was officially inaugurated by the Economic...
Ford Recalls 65,000 Fusion Models Due to Issues in Ignition Key
Nov 20, 2014  
If anything defines the world of automobiles currently, it would be recalls. It seems that a flood of automobiles has surrounded the global automobiles industry, which once represented a flourishing and highly profitable industry.  The current automobile giants ordering yet another recall is Ford Motors Co. Ford declared on Tuesday that it is recalling nearly 65,000 sedans from...
3D Printed Heart Model for Better Cardiological Treatment
Nov 20, 2014  
According to research carried out by the American Heart Association’s Scientific Sessions 2014, surgeons will be able to treat complex heart disorders in patients, with the help of a three dimensional experimental printed model of the heart. For surgical planning, most cardiac surgeons make use of two dimensional images of the heart taken by MRI, ultrasound, and X-ray. But the problem is...