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Manufacturer: WealthInsight

Offshore Centres: 2012 Private Banking Handbook

SKU:WI0069MR / 306003
Publication Date:17.10.2012
Language version:English
Report Type:Wealth Industry Report
Lieferzeit:2-3 Tage
Nr of pages:214 pages
Rating:Für diese Studie liegt keine Bewertung vor.
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Numbers and facts for this report

The report features:
  • Offshore centres ranked by wealth management AuM

  • • Detailed profiles on 18 offshore wealth management centres
  • Leading private banks, family offices and wealth managers in each offshore centre and country wise regulations

  • • Details of the development, challenges and opportunities of the Wealth Management sector in each centre
  • Selected city wise ratings of wealth management saturation and potential

  • • Case Studies on Chinese offshore wealth, UK non-dom wealth and the global clientele model
    • Detailed wealth management and family office information

    • The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises profiles on major private banks, wealth managers and family offices in each country.
  • The WealthInsight Intelligence Center Database also includes up to one hundred data-points on over 100,000 HNWIs from around the world.

  • • With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.

    Content of the report

    This report reviews major offshore financial centers and assesses each of their wealth management capabilities. “Wealth management” is defined as the provision of banking services to wealthy individuals and their families. It generally involves the management of trusts, inheritance and the allocation of client funds.
    • The global private banking industry has AuM of US$19.3 trillion. Offshore centers account for 42% or US$8.3 trillion on this total.
  • Switzerland is the largest worldwide player with AuM of US$2.8 trillion. The bulk (over 80%) of funds held in Switzerland are held for foreign clients.

  • • Singapore is the fastest growing wealth center in the world with AuM of US$550 billion at the end of 2011 compared to US$50 billion in 2000.
  • WealthInsight expects Singapore to overtake Switzerland by 2020 to become the largest global offshore wealth center by AuM. This will be fuelled by a movement of funds away from Switzerland, Luxemburg and the Caribbean and towards Singapore. Furthermore, high growth in HNWIs in APAC countries such as China, India and Indonesia, which are among the largest investors in Singapore, will further boost AuM.

  • • China’s private banking AuM accounts for only 1% of total Chinese HNWI wealth in 2011, which is well below the worldwide average of 29% (worldwide private banking AuM stood at US$19.3 trillion at the end of 2011 compared to worldwide HNWI wealth of US$66 trillion).

    Companies Mentioned

    Credit Suisse
    Pictet & Cie.
    Julius Baer
    Lombard Odier
    Clariden Leu
    EFG International
    Banca Della
    Union Bancaire
    St Galler
    Wegelin & Co.
    Dreyfus Sohne & Cie.
    Mirabaud & Cie
    Jacob Safra
    Syz & Co.
    Credit Agricole
    JP Morgan
    ABN Amro
    Bank of America Merrill Lynch
    Barclays Wealth
    Goldman Sachs
    Morgan Stanley