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:

PET Imaging Systems Market - Global Industry Analysis, Size, Share, Growth, Trends And Forecast 2014 - 2020
By - Transparency Market Research
Positron emission tomography (PET) is a functional three dimensional imaging technique based on detection of photons originating from the destruction of emitted positrons with electrons from surrounding tissue. The imaging system produces a three-dimensional image of functional processes in the body. PET involves labeling of biomolecules with positron emitters also known as neutron deficient nuclei. As such, the whole body distribution of positron-emitting biomarkers in the whole body can be imaged with high sensitivity with the use of PET imaging system. Three-dimensional images of tracer...
High Throughput Screening (HTS) Market - Global Industry Analysis, Size, Share, Growth, Trends and Forecast, 2013 - 2019
By - Transparency Market Research
High Throughput Screening (HTS) refers to a scientific experimentation method used in the process of drug discovery. HTS enables automated assays of biological or biochemical activity of compounds similar to drugs. These assays facilitate discovery of enzymes, ligands for receptors and other pharmacological tests. In addition this process aids in rapid identification of antibodies, genes or active compounds that are responsible for alteration of a specific biomolecular pathway. Presently, the HTS industry is expected to reduce the costs involved in drug discovery process and...
Greece: aubergines (eggplants) market
By - Williams and Marshal Strategy
This report presents a comprehensive overview of the aubergines 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 aubergines 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 overview of the...

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

AWU to Bid Renewable Energy Target Reforms
Sep 17, 2014  
The Australian Workers Union has asked for exemptions for the aluminum industry from the Renewable Energy Target. This is speculated to place increased pressure on Labor to draw up a bipartisan deal with the Coalition regarding amendments to the scheme. Scott McDine, the national secretary for AWU has stated the Renewable Energy Target, if it progresses in its current state, would...
James White Drinks Introduces New Look in its Apple Juice Range
Sep 17, 2014  
James White Drinks – premium fruit and vegetable juice maker has introduced a new and fresh look to its Classics English Apple Juice range. The brand has launched the range in time for the Christmas market season which is due in a few months.  Sourced from the English orchards featuring a richly-fine taste as perfect as a non-alcoholic alternative to wine products, this has...
Demand for Big-Screen iPhones Observed More by 4 Million than for Earlier Versions
Sep 16, 2014  
Apple Inc. has observed pre-orders more than 4 million for its new version of iPhone as compared to what was observed for previous versions of iPhones, in the first 24 hours of launch. The demand for the smartphones already seems to outstrip supply, expected to start by the end of this week.   iPhone 6 and iPhone 6 Plus, company’s recent smartphone launches with bigger...
LiquidM Launches New Mobile with Improved Retargeting Facilities
Sep 15, 2014  
Mobile Advertising Management Platform (MAMP) the only white-labeled LiquidM introduced retargeting capabilities in its newly launched mobile today. These capabilities help the mobile advertisers and developers reestablish contacts with their customers. It helps remind people to revisit the website, complete the purchase or remind people who have already visited the website for digital...
Open to Hiring Malaysia Airlines Retrenched Employees : AirAsia CEO
Sep 11, 2014  
After reports that Malaysia Airlines will be letting go nearly 6,000 of its staff, chief executive officer of low-cost carrier AirAsia Tan Sri Tony Fernandes has said that he is open to hiring MAS ex-employees as part of its own workforce.  Fernandes said that he welcomes the MAS overhaul and the transition will be a good move for the AirAsia group as well as Malaysia Airlines....