Wealth Reports

Benchmarking of Top50-Banks Mobile Apps

Mobile Apps for Banking

The future of banking is increasingly tied to mobile devices such as smartphones and pads. As our research shows, most of the banks are not prepared for the radically new demands yet. This 230-page report analyzes in detail the strengths and weaknesses of the mobile apps of the 50 largest banks worldwide and provides an assessment and recommendations for each of them. Based on 46 criteria grouped into 8 main categories of evaluation, the report benchmarks the ... more

Benchmarking of World`s Top 40 Private-Banking-Websites

How Wealth Managers Can Win Clients Online

The future of Private Banking and Wealth Management is increasingly tied to the Internet. This 170-page report analyzes in detail the strengths and weaknesses of the Private Banking websites of the 40 largest Private Banks and Wealth Managers worldwide. Based on this analysis the report derives best practices and gives in-depth recommendations for winning over affluent clients through the Internet.... more

Benchmarking the Top-30 Banks Social Media Presence

Wealth Management and Social Media

Despite the immense growth of social media usage, the majority of leading banks and wealth managers have failed to discover the potential of social media and act on it. This detailed, 95-page report analyzes the strengths and weaknesses of the social media presence of the 30 largest Private Banks and Wealth Managers worldwide. Using 32 criteria, the social media activities of each bank are ranked, on the basis of an individual evaluation of each bank’s presence in Facebook, Twitter & Co.... more

Client Monitor Wealth Management (Germany)

Needs, Attitudes, Satisfaction Levels of Wealthy Private Clients

MyPrivateBanking Research’s Monitor monitoring of wealth management clients in Germany presents a thorough analysis of the needs and satisfaction levels among clients of the German wealth management market. 300 wealthy private clients with asset amounting to more than 250,000 euros and/or a yearly gross income of more than 150,000 euros were interviewed. The clients’ attitudes were analyzed extensively. Profiles of satisfaction levels, clients’ willingness to change banks.... more

MyPrivateBanking Equity Fund Report 2009

Most Equity Funds of Wealth Managers Disappoint

This report (free of charge) aims to analyse and rank the performance of fund managers who are subsidiaries of, owned by, or part of some of the largest global private banks or wealth managers. Wealth managers can demonstrate their competence not only in the long-term performance that they deliver to private clients’ accounts but also by the performance of mutual funds managed by them... more

European Private Banking Report 2009

Insufficient Client Focus – A Survey of European Private Banks

This report (free of charge) covers the european market with respect to private banking. We have selected 20 of the most important European private banks based in Switzerland to assess the quality of their customer interface, their investment proposal and the total cost of asset management. Our analysts have approached all these banks as test clients (mystery shopping) and graded all them based on these criteria.... more