Press Releases

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2011


21.11.2011
Global Banks Offer Surprisingly Few Good Mobile Apps
Deutsche Bank, Caisse d´Epargne and Bank of China have the best mobile apps for private clients


06.07.2011

Private Investors should Avoid Internet IPOs
Same banks, business models and promises might lead to same, disasterous results
 

31.05.2011
Wealth Managers Slow to Adopt Mobile Apps
Half of the major Banks and Wealth Managers do not offer Mobile Applications


18.05.2011

Wealth Managers Shun Transparency
Only 22% of providers offer data on fees, 10% publish performance figures


03.05.2011
Promises of Restitution of Dictator´s Assets are Empty Phrases
Only 5% of assets stolen by 25 former dictators were frozen


06.04.2011

New Report: Majority of Private Websites Not User-friendly, Lacking Relevant Content
Best Private Banking Websites: UBS, Deutsche Bank, Merrill Lynch


09.02.2011
Some 225bn Dollars of Illegal Money from the Middle East and Africa Stashed in Offshore Accounts
Banks need to cooperate with new Arab governments in returning illegaly obtained assets
 

2010


04.11.2010

Most Wealth Managers ignore Facebook, Twitter & Co.
Deutsche Bank, Crédit Agricole and BNP Paribas have the best social media presence
 

07.07.2010
MyPrivateBanking Offers Re-negotiation of Wealth Management Costs
Benchmarking and Re-negotiation will reduce costs and increase portfolio performance 

14.06.2010
How to Avoid Five Insidious Risks of ETF Investing
Exchange Trades Funds (ETFs) became a very popular investment, but risks and unwanted side-effects are increasing as well. 


18.05.2010

Wealthy Clients in Germany Threathen to Switch Banks  
Nearly half of the clients consider switching to another provider - Direct Banks and private banks get highest scores 


04.03.2010

Privacy Vulnerable on Private Banking Websites  
60% of surveyed providers offer no secure website messaging on public websites 

2009


17.12.2009
Best Private Banking Websites: UBS, Deutsche Bank and Credit Suisse  
Majority of Wealth Managers showed shortcomings in their websites usuability, content and privacy.

 

08.10.2009
Most Equity Funds of Wealth Managers Disappoint  
Nearly 80% of the funds perform worse than the benchmark index – Funds from Deutsche Bank, BlackRock and Lombard Odier show the best results


10.9.2009
Largest Independent Information and Evaluation Database of Wealth Managers Now Online
Free data on more than 500 providers from 60 countries allow easier search and selection


16.7.2009
Five Crucial Steps to Find the Right Wealth Manager
Clients should take time for thorough Self-Analysis and Screening of Candiates and Proposals 


18.6.2009
Private Banking Lacks Customer Orientation - Nordea, Sal. Opp and UBS are Exceptions   
Swiss survey shows considerable shortcomings in leading European private banks 


4.6.2009
New Guide: How Clients Can Cut Costs of Wealth Management
Increase portfolio performance by understanding pricing schemes and hidden costs