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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

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