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Analyst Opinions
Super League In-Depth Analysis: HSBC Private Bank 2016
HSBC Private Bank is a brand used by HSBC’s Global Private Banking division, which caters for customers with at least $5m in investable assets. The bank has been reviewing its strategy and consequently significantly reducing its international foothold, in 2016 closing private banking offices in markets including Brazil and Turkey. The HSBC brand has suffered from tax evasion investigations in a number of countries, and the bank’s name was also widely mentioned in relation to the so-called Panama Papers scandal....
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Analyst Opinions
Super League In-Depth Analysis: Julius Baer 2016
Julius Baer is a Swiss financial services provider that offers clients a range of wealth management services. Led by CEO Boris F J Collardi, Julius Baer does not specialize in a particular demographic segment beyond HNW; rather, the company’s customer targeting strategy aims to create a global footprint. Julius Baer carries out its global expansion by pursuing a merger and acquisition (M&A) strategy: it has entered markets around the world as part of its plan to continuously invest in existing...
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Analyst Opinions
Super League In-Depth Analysis: Morgan Stanley 2016
Morgan Stanley is a US-based financial services provider that operates three main business segments. The company’s wealth management segment, Morgan Stanley Wealth Management (MSWM), is comprised of 15,000 financial advisors in four regions around the world, offering various financial and advisory services, wealth planning, insurance products, and retirement services. Led by Colm Kelleher, MSWM continues to display strong performance both in revenues and contribution to Morgan Stanley group revenues. Morgan Stanley targets HNW clients and UHNW individuals with more than...
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Analyst Opinions
HNW Offshore Investment: Booking Center Preferences 2016
2015 was a weak year for the global offshore market. However, there have been clear winners and losers as the dynamics of the offshore markets continue to shift. The recent focus of most Western governments on tackling offshore tax evasion has affected certain traditional offshore centers more heavily, while the so-called mid-shores that combine on- and offshore traits have experienced strong fund inflows in recent years. The key centers for HNW individuals are the US, Singapore, Switzerland, the UK, India,...
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Analyst Opinions
Modern Philanthropy: New Ways for Organizations to Target HNWIs
The report examines the attitudes of high net worth (HNW) philanthropists and their preferred philanthropic causes, and identifies the key differences in giving. It looks at preferred philanthropic causes of high net worth individuals (HNWI) based on the analysis of WealthInsight’s proprietary HNWI database, and segments them by age, gender, wealth band and region. The report provides an in-depth analysis of current trends in philanthropy, covering foundation work, social entrepreneurship and collaborative philanthropy, and identifies new approaches that philanthropic organizations...
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Sector Analysis
The Cards and Payments Industry in Hong Kong: Emerging Trends and Opportunities to 2020
This report provides top-level market analysis and insights into the Hong Kong cards and payments industry. In addition to comprehensive analysis of the competitive landscape, the report contains current and forecast values for each main payment instrument. Furthermore, the report includes an outline of the current regulatory framework in the industry.
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Sector Analysis
The Cards and Payments Industry in Ukraine: Emerging Trends and Opportunities to 2020
GlobalData’s 'The Cards and Payments Industry in Ukraine: Emerging Trends and Opportunities to 2020' report provides top-level market analysis, information and insights into the Ukrainian cards and payments industry, including: • Current and forecast values for each market in the Ukrainian cards and payments industry, including debit and pay later cards. • E-commerce market analysis. • An overview of the country's key alternative payment instruments. • Analysis of various market drivers and regulations governing the Ukrainian cards and payments industry....
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Sector Analysis
The Cards and Payments Industry in Australia: Emerging Trends and Opportunities to 2020
GlobalData’s 'The Cards and Payments Industry in Australia: Emerging Trends and Opportunities to 2020' report provides top-level market analysis, information and insights into the Australian cards and payments industry, including: • Current and forecast values for each market in the Australian cards and payments industry, including debit, credit and charge cards. • Detailed insights into payment instruments including direct debit, credit transfers, cash transactions, checks and payment cards. It also includes an overview of the country's key alternative payment instruments....
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Analyst Opinions
Super League In-Depth Analysis: Crédit Agricole 2016
Crédit Agricole has four business divisions: Specialized Financial Services, Large Customers, Retail Banking, and Asset Gathering. Asset Gathering hosts Indosuez Wealth Management. The French private banking entities of LCL and Regional Banks are located under the Retail Banking division. In January 2016 Crédit Agricole unified its numerous international private banking operations under the brand Indosuez Wealth Management. Indosuez Wealth Management has not been involved in any M&A activity since 2014, when a private banking office with bank Cariparma in Italy...
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Analyst Opinions
Super League In-Depth Analysis: RBC Wealth Management 2016
Royal Bank of Canada (RBC) is a Canada-based financial services provider that operates five main business segments. The company’s wealth management division offers clients a range of investment, trust, and other wealth management solutions. Led by Douglas A. Guzman, RBC Wealth Management has focused on strengthening its presence in its core markets, Canada and the US, through a series of divestments and acquisitions. In Canada, RBC Wealth Management targets HNW clients and UHNW individuals with more than $1m in investable...
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