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:

Greece: vapour generating boilers market
By - Williams and Marshal Strategy
This report presents a comprehensive overview of the vapour generating boilers 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 vapour generating boilers 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...
Inflammatory Bowel Disease Market - Global Industry Analysis, Size, Share, Growth, Trends and Forecast, 2013 - 2019
By - Transparency Market Research
Inflammatory bowel disease (IBD) is an immune-mediated disease in which the body’s own immune system attacks the parts of the digestive system of the human body. Such disease involves inflammation of lower gastrointestinal tract and causes irreversible damage to the bowel. Ulcerative colitis and Crohn’s disease are the two major forms of IBD; both having distinct pathologic and clinical characteristics. IBD is a difficult to manage medical condition with a higher morbidity rate and thus its diagnosis and management is of utmost importance.  The global...
Wireless and Wireline Infrastructure: Customization
By - Winter Green Research
Wireless and Wireline Infrastructure: Customization

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

Stem Cells to Lead to Healing of Tendons and Lower the Risk of Retears in Rotator Cuff Operations
Mar 30, 2015  
While conducting a rotator cuff operation when an injection comprising the stem cells of bone marrow is used in a patient, it leads to greater tendon durability and better healing. On an annual basis, the U.S. reports close to 2 million cases of rotator cuff surgery. This surgery basically aims at re-attaching the shoulder tendon with the top part of the bone of the upper arm (also known as...
Discovery of a Genetic Link for Treating Liver Related Anomalies
Mar 30, 2015  
Most of the times, any kind of damage that happens to the liver is an irreversible process. But in almost 25 to 30% alcoholics the only solution for issues such as fibrosis, fat accumulation in the liver, and cirrhosis is liver transplant. Latest research and study indicates that certain types of gene mutations might lead to liver cirrhosis that is irreversible. There is likely to be a...
Antacids May Lead to Greater Risk of Bone Fractures
Mar 30, 2015  
Latest observations and research studies have pointed out that a major chunk of the American population who take to antacids and acidity medicines that are available over the counter are at a high risk of suffering bone fractures and cracks. The latest report from Forsyth discusses that the stomach acid present in the gastrointestinal tract has a very important role to play since it enables...
Scottish Construction Industry Reaches an all-time high in Confidence
Mar 30, 2015  
The new Scottish Construction Monitor is now flashing a record confidence level – plus 29 – up by three points than those observed at the end of 2014.  These positive ratings recorded by the quarter one of 2015 in the construction monitor states that the industry has now been rated as positive confidence for continuously seven financial quarters since Q2 of the year...
New Namibian Ministers Set Focus on NHE’s Mass Housing Project
Mar 30, 2015  
Many new ministers in the Namibian ministerial committee caught in the tumultuous mass housing program are awaiting for the country’s project review panel to beat the project. The project review committee is chaired by country’s President Hage Geingob and includes ministers of the National Planning Commission, urban and rural development, and finance....