Canada Wealth Report 2014

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Canada Wealth Report 2014 is a new market research publication announced by Reportstack. This report reviews the performance and asset allocations of HNWIs and Ultra-HNWIs in Canada. It also includes an evaluation of the local wealth management market.

Scope
• Independent market sizing of Canadian HNWIs across five wealth bands
• HNWI volume, wealth and allocation trends from 2009 to 2013
• HNWI volume, wealth and allocation forecasts to 2018
• HNWI and UHNWI asset allocations across 13 asset classes
• Geographical breakdown of all foreign assets
• Alternative breakdown of liquid vs investable assets
• Number of UHNWIs in major cities
• Number of wealth managers in each city
• City wise ratings of wealth management saturation and potential
• Details of the development, challenges and opportunities of the wealth management and private banking sector in Canada
• Size of Canada’s wealth management industry
• Largest private banks by AuM
• Detailed wealth management and family office information
• Insights into the drivers of HNWI wealth

Reasons to Buy
• The 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 dossiers on over 110,000 HNWIs from around the world.
• The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.
• 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.
• Report includes comprehensive forecasts to 2018.
• Also provides detailed information on UHNWIs in each major city.

Key Highlights
• There were 426,252 HNWIs in Canada in 2013. These HNWIs held US$1.64 trillion in wealth, and wealth per HNWI was US$3,837,882.
• In 2013, Canadian HNWI numbers rose by 1.0%, following a 1.3% increase in 2012.
• Growth in HNWI wealth and volumes is expected to improve over the forecast period. The number of Canadian HNWIs is forecast to grow by 8.9% to reach 473,426 by 2018, and HNWI wealth is expected to grow by 22.1%, to reach US$2.1 trillion by 2018.
• At the end of 2013, Canadian HNWIs held 26.5% (US$434 billion) of their wealth outside their home country, in line with the global average of 20–30%.

Companies Mentioned
RBC Wealth Management National Bank of Canada Wealth Management CIBC Private Wealth Management Canadian Western Bank Wealth Management Alterna Bank Bank West BMO Private Client Group Laurentian Bank of Canada Private Banking Scotiabank Private Banking TD Bank Wealth Management
To view the table of contents and know more details please visit Canada Wealth Report 2014

Product Innovation in Wealth Management

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Product Innovation in Wealth Management is a new market research publication announced by Reportstack. Product innovation is increasingly becoming the key to gain market share, as web-based wealth management platforms disrupt the business structures of the traditional wealth management market. Key innovative offerings in wealth management include DIY platforms, social media platforms, lifestyle, innovation platforms and targeted innovative platforms. Web-based companies have increasingly penetrated into the market of core HNWIs.

Scope
The report covers the following areas:
• A global snapshot of the HNWI Market
• Market trends in the online wealth management market
• Drivers of, and barriers to innovation in wealth management
• Attitudes of wealth managers and private bankers to online investment platforms
• Web-based wealth management innovations and case studies

Reasons to Buy
• Make robust business decisions and build better business strategies using the latest information on product innovation in wealth management.
• Understand the drivers of, and barriers to innovation in wealth management, and their implications on the wealth management sector.
• Be informed about key market trends in the online wealth management market, and address each trend accordingly.
• Understand the attitudes of wealth managers and private bankers to online investment platforms, and develop the best strategies to meet clients’ needs.

Key Highlights
• The global HNWI landscape is currently dominated by older HNWIs over the age of 45 years, which account for around 85% of the population. Younger HNWIs aged below 45 years form a minority, with around just 14% of the population.
• Technological advancements and high internet penetration among young HNWIs are driving innovation in wealth management.
• Fast DIY service is a key strength of online investment platforms, with lack of personal service their key weakness. Lower technical know-how among HNWIs aged over 45 is the largest barrier for online investment platforms.
• Web-based companies have been able to penetrate into the market of core HNWIs, comprising lower- and mid-tier millionaires.

Companies Mentioned
Finnvera Plc Facebook Twitter Citi Group Sun Trust ING Direct HSBC Barclays Bank, Lloyds Banking Group JP Morgan Asset Management PWC Deloitte EY Oracle Capital UK Bestinvest Charles Stanley Direct TD Direct Investing Alliance Trust Credit Suisse Alibaba SigFig StockTwits Brave New World TEB Bank Nutmeg
To view the table of contents and know more details please visit Insight Report: Product Innovation in Wealth Management

Banque Pictet & Cie SA (Pictet) : Company Profile and SWOT Analysis

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Banque Pictet & Cie SA (Pictet) : Company Profile and SWOT Analysis is a new market research publication announced by Reportstack. This report is a crucial resource for industry executives and anyone looking to access key information about “Banque Pictet & Cie SA (Pictet)”
The report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format. The report strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
• Examines and identifies key information and issues about “Banque Pictet & Cie SA (Pictet)” for business intelligence requirements.
• Studies and presents the company’s strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported.
• The profile also contains information on business operations, company history, major products and services, key employees, and locations and subsidiaries.

Reasons to Buy
• Quickly enhance your understanding of “Banque Pictet & Cie SA (Pictet)”
• Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry.
• Increase business/sales activities by understanding your competitors’ businesses better.
• Recognize potential partnerships and suppliers.

Key Highlights
Banque Pictet & Cie SA (Pictet) is one of the leading private banks in Switzerland. It provides a broad range of private banking and wealth management services to high-net-worth individuals (HNWIs have a net worth of US$1 million or more, excluding their primary residence) and institutional clients. The bank classifies its business operations into wealth management, Asset Management, and Asset Services. The wealth management business operation is further classified into Private Banking and Wealth Solutions. The wealth management business operations of the bank primarily focus on providing family governance, wealth planning, investment strategy solutions, investment process and manager selection, and asset management services. It also provides active advisory solutions, trading and market solutions, banking and custody, and controlling and reporting services. The private banking business of the bank offers financial planning, portfolio management, trust and estate planning and tax advice, accounting and reporting services to its clients. The bank had historical AuM figures of EUR206 billion as on June 30, 2013, which stood at EUR200 billion as on December 31, 2012, EUR188 billion as on September 30, 2010, EUR176 billion as on September 30, 2009, and EUR133 billion as on December 31, 2008. The bank operates through 20 financial centers located across Canada, France, Germany, Hong Kong, Israel, Italy, Luxembourg, Singapore, Spain, Switzerland, the Bahamas, the UK, and UAE. It is headquartered in Geneva, Switzerland.

Companies Mentioned
Banque Pictet & Cie SA (Pictet)
To view the table of contents and know more details please visit Banque Pictet & Cie SA (Pictet) : Company Profile and SWOT Analysis

St. James’s Place Wealth Management (STJ) : Company Profile and SWOT Analysis

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St. James’s Place Wealth Management (STJ) : Company Profile and SWOT Analysis is a new market research publication announced by Reportstack. This report is a crucial resource for industry executives and anyone looking to access key information about “St. James’s Place Wealth Management”
The report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format. The report strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
• Examines and identifies key information and issues about “St. James’s Place Wealth Management” for business intelligence requirements.
• Studies and presents the company’s strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported.
• The profile also contains information on business operations, company history, major products and services, key employees, and locations and subsidiaries.

Reasons to Buy
• Quickly enhance your understanding of “St. James’s Place Wealth Management”
• Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry.
• Increase business/sales activities by understanding your competitors’ businesses better.
• Recognize potential partnerships and suppliers.

Key Highlights
St. James’s Place Wealth Management is a wealth management and portfolio management services provider in the UK. The company offers wealth management serivces to high-net-worth individuals (HNWIs have a net worth of US$1 million or more, excluding their primary residence), wealthy families, and institutional clients. Service offerings of the company include investment management, life insurance, pension, general insurance, private medical insurance, portfolio management, tax planning, and trust and estate planning services. Its investment management solutions cover a range of asset classes including equities, bonds, and alternative assets. The company has a presence across 18 cities in the UK and serves 420,000 clients. St. James’s Place Wealth Management is headquartered in Cirencester , the UK.

Companies Mentioned
St. James’s Place Wealth Management
To view the table of contents and know more details please visit St. James’s Place Wealth Management (STJ) : Company Profile and SWOT Analysis

CIC Private Banking : Company Profile and SWOT Analysis

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CIC Private Banking : Company Profile and SWOT Analysis is a new market research publication announced by Reportstack. This report is a crucial resource for industry executives and anyone looking to access key information about “CIC Private Banking”
The report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format. The report strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
• Examines and identifies key information and issues about “CIC Private Banking” for business intelligence requirements.
• Studies and presents the company’s strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported.
• The profile also contains information on business operations, company history, major products and services, key employees, and locations and subsidiaries.

Reasons to Buy
• Quickly enhance your understanding of “CIC Private Banking”
• Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry.
• Increase business/sales activities by understanding your competitors’ businesses better.
• Recognize potential partnerships and suppliers.

Key Highlights
Credit Industriel et Commercial Private Banking (CIC Private Banking) is the private banking and wealth management arm of Credit Industriel et Commercial Group (CIC Group), which is based in France. It offers asset management, wealth planning and estate planning services to HNWIs (HNWIs have a net worth of US$1 million or more, excluding their primary residence) and institutional investors. It also offers family office services to UHNWIs (UHNWIs have a net worth of US$30 million or more, excluding their primary residence). CIC Private Banking has a presence in France, Belgium, Singapore, Luxembourg, Hong Kong, Indonesia, Malaysia, Thailand, Brunei, and Taiwan. It is headquartered in Paris, France.

Companies Mentioned
CIC Private Banking
To view the table of contents and know more details please visit CIC Private Banking : Company Profile and SWOT Analysis

Boston Private Wealth Management : Company Profile and SWOT Analysis

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Boston Private Wealth Management : Company Profile and SWOT Analysis is a new market research publication announced by Reportstack. This report is a crucial resource for industry executives and anyone looking to access key information about “Boston Private Wealth Management”
The report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format. The report strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
• Examines and identifies key information and issues about “Boston Private Wealth Management” for business intelligence requirements.
• Studies and presents the company’s strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported.
• The profile also contains information on business operations, company history, major products and services, key employees, and locations and subsidiaries.

Reasons to Buy
• Quickly enhance your understanding of “Boston Private Wealth Management”
• Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry.
• Increase business/sales activities by understanding your competitors’ businesses better.
• Recognize potential partnerships and suppliers.

Key Highlights
Boston Private Wealth Management (BP Wealth Management) is the private banking and wealth management arm of Boston Private Financial Holdings, Inc. (BPFH), a diversified financial service provider in the US. BP Wealth Management offers private banking, wealth management, and investment management services to HNWIs (HNWIs have a net worth of US$1 million or more, excluding their primary residence) and wealthy families. Key service offerings of the company include customized financial advisory, personal wealth management, trust administration, discretionary management, separately managed accounts, and wealth advisory services. BP Wealth Management has a presence in Boston, New York, Seattle, San Francisco, and Los Angeles. It is headquartered in Boston, Massachusetts, the US.

Companies Mentioned
Boston Private Wealth Management
To view the table of contents and know more details please visit Boston Private Wealth Management : Company Profile and SWOT Analysis

Bank Leumi Private Banking : Company Profile and SWOT Analysis

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Bank Leumi Private Banking : Company Profile and SWOT Analysis is a new market research publication announced by Reportstack. This report is a crucial resource for industry executives and anyone looking to access key information about “Bank Leumi Private Banking”
The report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format. The report strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
• Examines and identifies key information and issues about “Bank Leumi Private Banking” for business intelligence requirements.
• Studies and presents the company’s strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported.
• The profile also contains information on business operations, company history, major products and services, key employees, and locations and subsidiaries.

Reasons to Buy
• Quickly enhance your understanding of “Bank Leumi Private Banking”
• Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry.
• Increase business/sales activities by understanding your competitors’ businesses better.
• Recognize potential partnerships and suppliers.

Key Highlights
Bank Leumi Private Banking is the private banking and wealth management arm of Bank Leumi, based in Israel. The bank offers a broad range of private banking and wealth management services to high-net-worth individuals (HNWIs have a net worth of US$1 million or more, excluding their primary residence) and wealthy families. The bank provides its clients with access to a team of investment specialists and consultants, who work closely with the clients to address their financial requirements. It offers its services under three major categories, financial solutions, professional services and advanced investment services. Additional services offered by the bank include mortgage services and offshore banking accounts. Minimum investment threshold for the clients stands at US$1.6 million for domestic clients and US$0.5 million for international clients. It has a presence in Israel, US, UK, Canada, France, Germany, Australia, Chile, Hong Kong, Jersey, Luxembourg, Mexico, panama, Romania, South Africa, Switzerland, Uruguay, and Venezuela. Bank Leumi Private Banking is headquartered in Tel Aviv, Israel.

Companies Mentioned
Bank Leumi Private Banking
To view the table of contents and know more details please visit Bank Leumi Private Banking : Company Profile and SWOT Analysis

Rothschild Bank AG Zurich : Company Profile and SWOT Analysis

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Rothschild Bank AG Zurich : Company Profile and SWOT Analysis is a new market research publication announced by Reportstack. This report is a crucial resource for industry executives and anyone looking to access key information about “Rothschild Bank AG Zurich”
The report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format. The report strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
• Examines and identifies key information and issues about “Rothschild Bank AG Zurich” for business intelligence requirements.
• Studies and presents the company’s strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported.
• The profile also contains information on business operations, company history, major products and services, key employees, and locations and subsidiaries.

Reasons to Buy
• Quickly enhance your understanding of “Rothschild Bank AG Zurich”
• Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry.
• Increase business/sales activities by understanding your competitors’ businesses better.
• Recognize potential partnerships and suppliers.

Key Highlights
Rothschild Bank AG Zurich (Rothschild Bank) is a private banking and wealth management services provider in Switzerland. It provides a broad range of private banking and wealth management services to high-net-worth individuals (HNWIs have a net worth of US$1 million or more, excluding their primary residence), entrepreneurs and corporate. Services offered by the bank can be broadly categorized under wealth structuring, investment management, banking services, and trust services. As on March 31, 2013, Rothschild Bank had CHF14.4 billion (US$15.3 billion) in client assets under management (AuM). The bank had historical AuM figure of CHF13.3 billion (US$13.9 billion) as on March 31, 2012, which stood at CHF12.6 billion (US$13.4 billion) as on March 31, 2011, and CHF12.6 billion (US$13.4 billion) as on March 31, 2010. Rothschild Bank provides its services through branches and its subsidiaries – Equitas SA, Rothschild Vermogensverwaltungs-GmbH, Rothschild Bank (CI) Limited, Rothschild (Hong Kong) Limited and RTS Geneva SA, among others. The bank, through its subsidiaries, has a presence across major financial centers around the globe. Rothschild Bank is headquartered in Zurich, Switzerland.

Companies Mentioned
Rothschild Bank AG Zurich
To view the table of contents and know more details please visit Rothschild Bank AG Zurich : Company Profile and SWOT Analysis

CIBC Private Wealth Management : Company Profile and SWOT Analysis

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CIBC Private Wealth Management : Company Profile and SWOT Analysis is a new market research publication announced by Reportstack. This report is a crucial resource for industry executives and anyone looking to access key information about “CIBC Private Wealth Management”
The report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format. The report strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
• Examines and identifies key information and issues about “CIBC Private Wealth Management” for business intelligence requirements.
• Studies and presents the company’s strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported.
• The profile also contains information on business operations, company history, major products and services, key employees, and locations and subsidiaries.

Reasons to Buy
• Quickly enhance your understanding of “CIBC Private Wealth Management”
• Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry.
• Increase business/sales activities by understanding your competitors’ businesses better.
• Recognize potential partnerships and suppliers.

Key Highlights
CIBC Private Wealth Management (CIBC PWM) is the private banking and wealth management arm of Canadian Imperial Bank of Commerce. The bank offers a range of private banking and wealth management services to high-net-worth individuals (HNWIs have a net worth of US$1 million or more, excluding their primary residence), and wealthy families across Canada. Services offered by the bank include tax and estate planning, business transition planning, financial planning, brokerage services, and traditional banking services. It also offers trust services, investment management services, global custody, and cash management services. It has a presence in Canada, the Bahamas and a host of other Caribbean countries, and the Cayman Islands. CIBC Private Wealth Management is headquartered in Toronto, Ontario, Canada.

Companies Mentioned
CIBC Private Wealth Management
To view the table of contents and know more details please visit CIBC Private Wealth Management : Company Profile and SWOT Analysis

Carnegie Private Bank : Company Profile and SWOT Analysis

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Carnegie Private Bank : Company Profile and SWOT Analysis is a new market research publication announced by Reportstack. This report is a crucial resource for industry executives and anyone looking to access key information about “Carnegie Private Bank”
The report utilizes a wide range of primary and secondary sources, which are analyzed and presented in a consistent and easily accessible format. The report strictly follows a standardized research methodology to ensure high levels of data quality and these characteristics guarantee a unique report.

Scope
• Examines and identifies key information and issues about “Carnegie Private Bank” for business intelligence requirements.
• Studies and presents the company’s strengths, weaknesses, opportunities (growth potential) and threats (competition). Strategic and operational business information is objectively reported.
• The profile also contains information on business operations, company history, major products and services, key employees, and locations and subsidiaries.

Reasons to Buy
• Quickly enhance your understanding of “Carnegie Private Bank”
• Gain insight into the marketplace and a better understanding of internal and external factors which could impact the industry.
• Increase business/sales activities by understanding your competitors’ businesses better.
• Recognize potential partnerships and suppliers.

Key Highlights
Carnegie Private Bank (Carnegie Private Bank) is the private banking and wealth management arm of Carnegie Investment Bank AB (Carnegie) in Sweden. Carnegie Private Bank offers private banking services to high-net-worth individuals (HNWIs have a net worth of US$1 million or more, excluding their primary residence), institutions, small businesses and foundations. The bank’s private banking services comprise asset allocation and management, legal services, tax management, among others Carnegie Private Bank provides onshore solutions for Nordic clients in Sweden and Denmark and offshore solutions through its operations in Luxembourg. The bank had assets under management (AuM) of US$15.36 billion as on September 30, 2013. The bank had historical AuM of SEK104 billion (US$15.4 billion) as on December 31, 2012, which stood at SEK100 billion (US$14.8 billion), as on December 31, 2011, SEK74 billion (US$10.9 billion) as on December 31, 2010. The bank has a presence in Sweden, Norway, Demark, and Luxembourg. The bank is headquartered in Stockholm, Sweden.

Companies Mentioned
Carnegie Private Bank
To view the table of contents and know more details please visit Carnegie Private Bank : Company Profile and SWOT Analysis

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