Wealth Reportsmore on Wealth Reports
Benchmarking of World`s Top 20 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 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
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. banks in Switzerland.... more
Wealth Guidesmore on Wealth Guides
Wealth Guide 1
Choosing the Right Wealth Manager
There are many reasons why you could be looking for a wealth manager. Perhaps you have just come into an inheritance and are looking for a reliable wealth manager. Perhaps you are not happy with your existing banker and are looking for a change. Or, you don’t want to keep your assets in a current account any more, and need help. Most people do not have the faintest idea on how to go about this properly. ... more
Wealth Guide 2
Cut the Costs of Wealth Management
The total cost of wealth management is the single biggest lever you as a client can influence to boost the performance of your portfolio. However, because of lack of knowledge, most clients do not fully explore the possibilities for cost reduction. Our wealth guide analyzes the reasons and tells you how to get in control of your costs.... more
Wealth Guide 3
Making the Right Asset Allocation
It is critical to identify the right asset allocation for you. The correct mix of assets depends on your financial personality. Your financial personality is defined mainly by your financial goals, your risk tolerance and your psychological ability to cope with uncertainty. You have to identify if your financial personality type is conservative, balanced or long-term oriented. You could also be a combination of these types. ... more
Wealth Guide 4
First Steps to Wine as an Investment
It is definitely possible to make money through investing in top wines; however, it is certainly not as easy as is often suggested. Well known financial market-rules and risks do apply to wines also, sometimes even more so. You might have heard that the wine market is generally moving up? Not true at all! ... more
Wealth Briefsmore on Wealth Briefs
MyPrivateBanking Research Brief
Privacy Vulnerable on Private Banking Websites
The majority of Private Banks and Wealth Managers worldwide shows little regard for the protection of personal data on their public websites. MyPrivateBanking Research surveyed 195 websites of providers in the 17 most important banking markets and found that 61% of the banks do not offer secure web messaging. Almost as high, at 59%, is the proportion that do not give privacy warnings to users of their website about sending unprotected e-mails to recipients at the bank. ... more
Special Brief
UBS Settlement: What It Really Means
Yesterday the US and the Swiss government disclosed some (but not all) details of their agreement regarding the case IRS vs. UBS. It required only six pages for the US and the Swiss authorities to determine how the private financial data of thousands of US citizens will be swiftly handed over by the UBS to the Swiss government and thereafter to the waiting hands of the US authorities. ... more
Wealth Brief 1
No Future for Offshore Banking
We are convinced that offshore banking will largely come to an end within the next 10 years due to a triple assault by cash strapped governments around the world. This triple assault is happening right now, lead by the US and major EU countries to end offshore banking as we know it.... more