About 200 reports

  • Supplier performance in 2016
  • New regulations and implications

One large project has been at CFM, a Monaco-based bank owned by Crédit Agricole, which offers private, as well as commercial and corporate, banking services.

  • Banking
  • Private Banking
  • Switzerland
  • United Kingdom
  • Notenstein Private Bank Ltd
  • António Simões - Global Private Banking CEO
  • HSBC HAS REVAMPED ITS PRIVATE BANKING STRUCTURE IN EUROPE

In 2018, one in every three new Global Private Banking client relationships was introduced by Commercial Banking.

  • Banking
  • Private Banking
  • Retail Banking
  • Wealth Management
  • World
  • 2.4.1. Leading wealth managers are still primarily operating in the HNW space
  • 2.4.2. Citigold and HSBC Premier boast two of the most established mass affluent investor propositions, but other banks are keen on this segment too

The loss of AUM was minimal (less than ##%) and should be a one-off.

  • Private Banking
  • Wealth Management
  • World
  • For seven out of 10 private banking services demand exceeds supply
  • Portfolio performance as a means of client retention is of particular importance in the

Operating such services under a private banking umbrella represents a cost-effective way to build ties with those who have not yet crossed the private banking threshold.

  • Private Banking
  • Wealth Management
  • World
  • Peter Boyles - Global Private Banking chief executive
  • MARKET COVERAGE: HSBC HAS 24 PRIVATE BANKING OFFICES IN EUROPE

Strategy ORGANIZATIONAL STRUCTURE: HSBC PRIVATE BANK OPERATES AS PART OF THE UNIVERSAL BANK - HSBC' s Global Private Banking division is one of four global businesses within the company.

  • Private Banking
  • Wealth Management
  • Europe
  • United Kingdom
  • World
  • Macroeconomic Overview

Banca Arner offers private banking, wealth management, and investments services to individuals, families, and institutional investors in Switzerland.

  • Private Banking
  • Wealth Management
  • Switzerland
  • Forecast
  • Banque Cramer & Cie SA
  • Bars: financial advisors Bubbles: AUM per advisor ($m)
  • CITI PRIVATE BANK'S AUM PER ADVISOR SAW SLOWER GROWTH IN 2016

The bank also plans to expand its capabilities in private banking, treasury and trade services, corporate and investment banking, and capital markets in these cities.

  • Private Banking
  • North America
  • United States
  • World
  • Citigroup Inc.
  • Crédit Agricole Private Banking
  • CRÉDIT AGRICOLE PRIVATE BANKING PERFORMED STRONGLY

TABLE OF CONTENTS ##.

  • Private Banking
  • France
  • World
  • Market Size
  • Crédit Agricole S.A.
  • The company offers the following solution in the wealth management platform market:
  • 12.12 DORSUM

The company offers its solutions for private banking departments, affluent banking divisions, portfolio and wealth managers, and its clients. ## ##. ## ##. ## P L A T F O R M S O F F E R E D ## ##. ## ##. ## Headquarters : Budapest, H

  • Private Banking
  • Broadridge Financial Solutions, Inc.
  • ComArch S.A.
  • Fiserv, Inc.
  • Temenos Group AG
  • Private Banking Revenues ($m)
  • Credit Suisse Private Banking

PRIVATE BANKING PERFORMANCE Note: Please see the Appendix for details on what is captured as combined " Private Banking" performance.

  • Private Banking
  • APAC
  • Switzerland
  • World
  • Credit Suisse Private Banking
  • Private banking contributes a third of Credit Suisse's revenues

TABLE OF CONTENTS ##.

  • Private Banking
  • Switzerland
  • Market Size
  • ETPS, 17.9% (5.1% OF THE TOTAL PORTFOLIO)
  • Executive Summary

Wealth managers need a trust strategy While the importance of relationships in the private banking industry is not open to debate, trust remains a concern in many instances - as becomes evident when reviewing our data.

  • Private Banking
  • Wealth Management
  • China
  • World
  • Demand
  • AGRICULTURAL BANK OF CHINA

It also delivers financial planning, private banking, credit, investment management and fiduciary services to high-net worth individuals and families.

  • Private Banking
  • World
  • Market Size
  • NorthStar Asset Management Group Inc.
  • NorthStar Realty Finance Corp.
  • OTHER INVESTMENT MANAGEMENT SYSTEMS

It supports private banking, wealth management, personal trust, institutional trust, and global custody operations.

  • Private Banking
  • United States
  • World
  • 3.1. Expats are a below average but growing segment of the HNW market

The bank' s private banking division is able to build relationships with internationally active HNW investors through its partnership with Immigration New Zealand.

  • Private Banking
  • Wealth Management
  • New Zealand
  • Demand
  • ambit Private Banking
  • Functionality of Ambit Private Banking

It is one of many parts within Sungard.

  • Private Banking
  • Switzerland
  • 2.1. SUCCEEDING IN THE UK'S HNW MARKET REQUIRES AN UNDERSTANDING OF EVOLVING HNW DEMAND PATTERNS
  • Most of the strengths of the London offshore market will endure even a messy Brexit

Respondents represented a cross-section of both foreign and domestic firms in the UK, including independent investment managers, private banks, and the private banking units of universal banks.

  • Private Banking
  • Wealth Management
  • United Kingdom
  • Demand
  • 2.6. Offshore preferences: a good investment track record and a wide range of products can entice wealth home
  • 2.1. Hong Kong's wealth market requires a keen competitive edge

For example Wing Lung Private Wealth Management is, besides being a longstanding local banking name, also part of China Merchants Bank, one of the largest private banks in China.

  • Private Banking
  • Wealth Management
  • China
  • Demand
  • Proportion of wealth managers offering automated investment services
  • 4.1. Adoption of technology in wealth management has been growing

The mass affluent have less of a personal tie to advisors compared to private banking clients.

  • Cybercrime
  • Private Banking
  • Wealth Management
  • World
  • 8.4. Methodology
  • 4.2. Targeting the next generation of HNW investors early is paramount

The conservative nature of the private banking sector has left little room for this channel in the past.

  • Private Banking
  • Wealth Management
  • United Kingdom
  • 2. Overview
  • HNW expats: Reasons for expatriation

The lender merged its investment bank and private bank into one unit in Asia, which allows it to address entrepreneurs' total banking needs, including facilitating an initial public offering or finding a good investment in a private equity fund.

  • Private Banking
  • Wealth Management
  • China
  • Demand
  • 8.5. SCOTIABANK GLOBAL WEALTH MANAGEMENT
  • 8.3.1. Company Overview

The segment offers its private banking services through Harris Private Bank.

  • Private Banking
  • Canada
  • Company
  • TD Securities Inc.
  • The Toronto-Dominion Bank
  • investments than their European peers
  • benefit less from client referrals when targeting entrepreneurs

Respondents represented a cross-section of both foreign and domestic firms in Germany, including independent investment managers, private banks, and the private banking units of universal banks.

  • Private Banking
  • Wealth Management
  • Germany
  • Demand
  • Providers are Set Up to Capitalize
  • 9. Appendix

NAB PRIVATE IS STRONGLY POSITIONED TO SERVICE CUSTOMERS' PRIVATE AND BUSINESS BANKING NEEDS NAB Private stands in an optimal position to capitalize on cross-selling opportunities.

  • Private Banking
  • Wealth Management
  • Australia
  • Demand
  • CITI PRIVATE BANK'S HEAD HAS SERVED THE BANK FOR OVER 24 YEARS
  • CITI PRIVATE BANK IS HIRING STAFF ACROSS ASIA AND EUROPE

The bank also plans to expand its capabilities in private banking, treasury and trade services, corporate and investment banking, and capital markets in these cities.

  • Private Banking
  • Asia
  • United States
  • World
  • Citigroup Inc.
  • 2.1. Singapore is a crowded market, requiring a targeting strategy customized to a diverse array of HNW investors
  • 9.3. Definitions

Respondents represented a cross-section of both foreign and domestic firms, including independent investment managers, private banks, and the private banking units of universal banks.

  • Private Banking
  • Wealth Management
  • Singapore
  • Demand
  • 6.3. METHODOLOGY
  • 9.4. Methodology

Respondents represented a cross-section of both foreign and domestic firms in Sweden, including independent investment managers, private banks, and the private banking units of universal banks.

  • Private Banking
  • France
  • Demand
  • BNP Paribas Group
  • Société Générale group
  • 2.3.1. The few big contractions were the result of disposals by HSBC and Deutsche Bank
  • 2.4.1. Leading wealth managers are still primarily operating in the HNW space

Morgan Julius Baer Lombard Odier Morgan Stanley Northern Trust OCBC Pictet RBC RBS Santander HSBC Private Bank Private Banking n/ a Private Banking n/ a Private Clients Wealth Management Wealth Management Bank of Singapore n/ a

  • Private Banking
  • Wealth Management
  • United States
  • World
  • Barclays Bank PLC
  • 9. Appendix

Respondents represented a cross-section of both foreign and domestic firms in Sweden, including independent investment managers, private banks, and the private banking units of universal banks.

  • Private Banking
  • Wealth Management
  • Sweden
  • Demand
  • 5.5. Bibliography
  • 4.6. The best targeting efforts are to no avail if HNW expats terminate the relationship after repatriating

At the end of 2017, Bank of China launched private banking services in the UK.

  • Private Banking
  • China
  • United Arab Emirates
  • United Kingdom
  • World