Wealth Reportsmore on 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
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 Guide 5

ETFs - Get the Most Out of Them Without Taking All the Risks

Passive investing and Exchange Trades Funds (ETFs) are all the rage. Increasingly, investors have come to the conclusion that active investing rarely beats market performance. However, as always when new products are becoming popular very quickly risks and unwanted side-effects are increasing as well. For the private investor especially it becomes trickier to select the optimal funds for his or her needs.... more
Wealth Briefsmore on Wealth Briefs

MyPrivateBanking Research Brief (July 2011)

Why Private Banking Clients Should Avoid Internet IPOs

It is a common practice that the investment banking division and the wealth management division of large banks collaborate to distribute IPO shares among their wealthy individual clients. MyPrivateBanking sees a substantial risk for investors that the mix of the same major players, mechanisms and promises that were seen in the last tech boom eventually leads to the same, disastrous results.... more

Dictators' Stolen Assets

Billions Without a Trace

The recent events in North Africa and the Middle East show once again that every time a dictator falls from power, governments, politicians and banks across the world announce that his, his family’s and follower’s assets in foreign countries will be frozen and later returned to the new, legitimate government. But the fact of the matter, according to this new report by the research company MyPrivateBanking, is that these announcements have only been paying lip service to the public. ... more

MyPrivateBanking Research Brief (February 2011)

What the Arab Revolution means for Wealth Managers

Every overthrow of a corrupt leadership could become a highly critical situation for a number of private banks and wealth managers who have been personally and financially heavily involved with the Middle Eastern and African political elites around the world. This research brief estimates the amount of assets from the Middel East and Africa legally and illegaly deposited on offshore accounts and analyzes the financial, legal and reputational challenges for banks administering these accounts.... more

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