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

The future of Private Banking and Wealth Management is increasingly tied to the Internet. This 110-page report analyzes in detail the strengths and weaknesses of the Private Banking websites of the 20 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

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

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. banks in Switzerland.... more