Timetric Wealth Reports
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After the Credit Crisis: Best Practice in Banking the High Net Worth Individual
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- Credit crisis
- High net worth individual
- HNWI
- HNWI banking
- High net worth business drivers
- Wealth management
- BNY MELLON
- Royal Bank of Scotland
- EFG International
- HSBC
- ICICI Bank
- St. James’s Place Wealth Management
- SOCIÉTÉ GÉNÉRALE
- UBS
Synopsis
- The objective of this VRL report is to analyze how banks manage this segment to maximize its long term earnings contribution. To extract such best practice, we have first gathered much of the relevant research material in the public domain, largely surveys by major consulting firms.
- We believe the real incremental value of the report is derived from the eight case studies of successful practice and the insights gathered from some 15 in-depth, off the record interviews with senior private banking practitioners, researchers and consultants. Quite simply, such insights provide in our view the flesh to place on the bones of the many excellent research reports prepared by others which scope, segment and profile the market as a whole. A list of the interviewees is included in the Appendix.
Details
- Product code: VR0734MR
- Published: Feb. 16, 2009
- 134 pages
- Single-user: $3800
- Site License: $7600
- Enterprise License: $11400
- Terms & Conditions
Executive summary
Managing the wealth of individual clients has been one of the banking world's most attractive businesses over recent years. The current banking crisis has posed multiple challenges to the wealth management model and in addition, the sale of "toxic" products has created further reservations. Over the long term, the prospects for the sector remain positive with projected annual global asset growth, albeit at a slower rate, with higher growth rates within selected emerging markets. This VRL report analyses how banks manage this segment to maximise their long term earnings contribution.
Scope
- This VRL report provides insights into the following sections:
- Drivers of the high net worth segment
- Placing the high net worth client in the wealth management context
- The client and their needs
- Products for the high net worth client
- Alternative providers
- How the organisation delivers the service
- Regulatory issues
- Profitability
- Case studies
Key highlights
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Reasons to buy
- Drive strategic initiatives in the high net worth wealth management segment
- Gain in-depth insights and best practice knowledge from the eight case studies presented in the report
- Understand the wealth management model and market for HNWIs
Table of contents
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List of tables
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List of figures
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