ORDER 2011 REPORT The future of Private Banking and Wealth Management is increasingly tied to the Internet. The new generation of clients uses the website of a wealth manager as the primary information source for starting any potential business relationship. New social networks are employed by clients to gather information and opinions about their wealth adviser. These are radically new demands for the vast majority of wealth managers. As our research shows, most of them are not prepared for change yet.
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 50 criteria grouped into three main categories of evaluation, the report benchmarks the user-friendliness of the websites, the quality of the content and the contact options and interactivity offered by each bank. Based on this analysis the report derives best practices and gives in-depth recommendations for winning over affluent clients through the Internet. In addition, the report also provides directions to the interactive future of bank marketing on the Web 2.0.
>>Click here for Table of Contents, Methodology, Executive Summary<<
The report gives wealth managers answers to the following questions:
Main Content:
Analysed Private Banking Websites: ABN Amro Erste RBS Coutts ANZ Goldman Sachs Rothschild BBVA HSBC Royal Bank of Canada Bank of NY Mellon ING Groep Sal. Oppenheim Banque Pictet Itau Private Bank Santander Barclays J.P. Morgan SEB BNP Paribas Julius Bär Societe General Citibank Kleinwort Benson Standard Chartered Clariden Leu Kotak Mahindra Bank U.S. Trust Coutts & Co Lombard Odier UBS Credit Agricole Macquarie Vontobel Credit Suisse Merrill Lynch Wells Fargo DBS Bank Morgan Stanley Deutsche Bank Nordea
ORDER 2011 REPORT