Datamonitor Reports

Below you will find a selection of reports that EUBANKERS recommends to subscribers.

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  Personal Lending Innovations from Abroad
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Mobile banking in the UK is still a very marginal activity, with only about 25,000 using mobile banking network Monilink in 2007. Mobile technology is unlikely to be used unless it is free and if it is free then the provider will bear the cost. This explains in part why mobile banking has yet to take off in the UK. This brief examines the most recent innovations in overseas personal lending markets. more...


  Philanthropy as a customer retention tool 2008
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In the United States, charitable giving is on the increase due to the generosity of entrepreneurs. In 2006, charitable giving in the United States amounted to $289.5 billion, representing 2.2% of GDP, and an 11% increase on giving in 2005. This brief explores the market for philanthropy and its viability as a customer retention tool for high net worth individuals. more...


  Targeting Entrepreneurs in Wealth Management 2008: Western Europe and Asia-Pacific
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Entrepreneurs are an attractive group for several reasons. The combination of personal and business concerns means that their financial needs are varied, encompassing portfolio management, estate planning, corporate finance and international services. This offers strong business potential for wealth managers. This brief assesses the strategies that wealth managers use to target entrepreneurs. more...


  Hedge Funds in Europe 2008
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Across the five core economies in Western Europe France, Germany, Italy, Spain and the UK institutional investors now dominate the market for hedge funds. On average, slightly more than two-thirds of asset managers confirmed that this group represents their biggest customer segment for hedge funds today. The European Hedge fund market is going through a period of exponential growth; however the extent of the MBS crisis on the market is uncertain. This report assesses the opportunities and pitfalls for this market. more...


  Marketing pensions to the under 35s
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Young people should be saving for their own retirement as demographic pressures on government funding build. This report examines young people's attitudes to saving for their retirement. Using primary consumer research from Mori and Datamonitor's proprietary Consumer Mega Trends model, this report identifies the current targeting gaps within this market. more...


  Online Consumer Payments
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Datamonitor's new reprot titled Online Consumer Payments report examines the way in which consumers pay for goods and services online. It also highlights which payment solutions have been successful and which have failed, indicating the key components of a 'winning' online payment solution. more...


  Non-Resident Indian Wealth Management 2008
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In recent years NRIs have come to be seen as an important niche segment for wealth managers to target and as a key potential growth area in the future. This brief assesses the strategies that wealth managers are using to target NRIs. more...


  The Implications of changes to the Capital Gains Tax regime
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This brief examines the proposed changes to the CGT regime in the UK announced by the Chancellor. It examines the likely impact on the sale of bonds by life companies and suggests some future strategies to consolidate their market position. more...


  Premium Company Profile: CNP Assurances Sav
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile:Bank of China Limited
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: American International Group, Inc
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Customer acquisition and retention in European wealth management 2008
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Facing the prospect of an economic downturn in 2008, wealth managers in Europe are challenged to reassure existing clients about their ability to continue meeting their investment needs, even as intense competition for new customers and share of wallet is sustained. Datamonitor captures providers’ views on the most effective strategies for attracting and keeping clients. more...


  Payment Cards in Germany 2007
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The payment card market in Germany is among the most important in Western Europe. The report provides a detailed analysis of the German payment card market looking at market sizing, issuer and scheme market shares, regulation, competitor developments, product innovation and market forecasts. Concludes with Datamonitor's Cards & Payments team view. more...


  Selling financial services to under 35s
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Selling Financial Services to the Under 35s in the UK uses information from Datamonitor's quarterly survey of financial advisors to assess their views on the under 35s market. This brief examines how these clients are targeted and which products they typically purchase. more...


  Premium Company Profile: Bank of America Corporation
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: The Bank of New York Mellon Corporation
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: Prudential plc
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: JP Morgan Chase & Co
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: Citigroup Inc.
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: Zurich Financial Services
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: Rabobank Group
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile:Washington Mutual Inc
Regular Price - £265.00
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: Aviva Plc
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Payment Cards in Spain 2007
Regular Price - £1495.00
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The payment card market in Spain is among the most important in Western Europe. Since Datamonitor’s previous coverage, there have been several important developments in the market, most notably in the areas of regulation and product developments, making further analysis necessary. The report contains detailed analysis of the Spanish payment card market looking at market sizing, issuer and scheme market shares, regulation, competitor developments, product innovation and market forecasts. more...


  Payment Cards in Ireland 2007
Regular Price - £1495.00
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The payment card market in Ireland is among the most important in Western Europe. Detailed analysis of the Irish payment card market looking at market sizing, issuer and scheme market shares, regulation, competitor developments and product innovaption. Concludes with Datamonitor's Cards & Payments team view. more...


  Payment Cards in France 2007
Regular Price - £1495.00
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The payment card market in France is among the most important in Western Europe. Since Datamonitor’s previous coverage, there have been several important developments in the market, most notably in the areas of regulation and product developments, making further analysis necessary. Detailed analysis of the French payment card market looking at market sizing, issuer and scheme market shares, regulation, competitor developments, product innovation and market forecasts. Concludes with Datamonitor's Cards & Payments team view. more...


  Product Innovation and Customer Targeting in Wealth Management, Q4 2007
Regular Price - £895.00
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This brief is a quarterly analysis of approximately 50 companies' strategic initiatives in product innovation and customer targeting. more...


  Global Wealth Predictions 2008
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Datamonitor provides its definitive view on the direction of the global wealth management market for the year ahead, using the Wealth Team's extensive knowledge, supported by insight from a year-long interview program with leading industry executives. more...


  The wealth management brand
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For wealth managers and private banks,branding continues to be a key imperative, supporting business growth and differentiation. Datamonitor explores how these firms approach brand building and maximize their brand value. more...


  Fund Supermarkets in the UK 2007
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Fund Supermarkets in the UK 2007 examines developments in the UK fund supermarket sector and explores the use of this tool amongst distribution channels. The report analyses both the current and possible future trends in the industry. more...


  Premium Company Profile: Muenchener Rueckversicherungs-Gesellschaft
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: AEGON NV
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Product innovation in Asia-Pacific wealth management 2007
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The brief will identify key product innovations within the wealth management market in Asia-Pacific and provide analysis to why these products are developing now. more...


  Weathering the storm in Wealth Management 2007
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There are conflicting views among wealth managers and economists, as well as in the media, about the extent and duration of sub-prime mortgage defaults and the resulting credit squeeze. Datamonitor predicts that the impact on financial services will be significant, and will last through 2009. In this environment wealth managers will need to insulate their revenues and ensure they keep their clients. We have produced a series of reports to identify the strategies to help them do this. more...


  Premium Company Profile: Wachovia Corporation
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: ING GROEP N.V.
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: Credit Suisse Group
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more... more...


  Premium Company Profile: BNP Paribas Group
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain Gain access to company's adjusted five year financial data along with key ratios and market capitalization. more...


  Premium Company Profile: Morgan Stanley
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: HBOS Plc
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: Berkshire Hathaway Inc
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: UniCredit S.p.A.
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: Intesa Sanpaolo S.p.A
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: Societe Generale
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: Banco Santander Central Hispano S.A.
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: UBS AG
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: The Chubb Corporation
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: The Royal Bank of Scotland Group plc
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: Deutsche Bank AG
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain. Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Premium Company Profile: Capital One Financial Corporation
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Access all the important information and analysis on the company in a single report. Understand company's strengths, weaknesses, opportunities and threats along with business strategy and value chain Gain access to company's adjusted five year financial data along with key ratios and market capitalization more...


  Technological developments within the evolving asset management industry
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Following improved financial market conditions, asset management firms find themselves at a delicate stage as they attempt to cope with the changing regulatory and competitive landscape. Industry consolidation has highlighted the need for not only operational structures to be enhanced through the use of technological solutions but also platforms to shift focus to the most profitable products. more...


  Wealth Management in Hong Kong 2007
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Wealth Management in Hong Kong 2007 is Datamonitor’s key report covering wealth management in the Hong Kong market. Building on the resources and expertise of Datamonitor’s Global Wealth Service team, the report is data-rich, and provides impartial market assessment, competitor intelligence, and forecasts about the number of affluent people and the aggregate onshore liquid assets they hold in Hong Kong. more...


  Asia Pacific Wealth Market Database 2007
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The Asia Pacific Wealth Market database is an interactive model that contains all the Asia-Pacific mass affluent and high net worth data from Datamonitor's proprietary Global Wealth Model covering 14 countries. more...


  Wealth Management in India 2007
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The Indian economy has grown significantly over the past five years. India’s onshore liquid assets increased strongly and economic growth around double digit figures. This report explores the prospects for the future of the wealth management market in light of Datamonitor’s forecasts for the future. more...


  Wealth Management in China 2007
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The Chinese economy has grown significantly over the past decade. The last five years in particular, have seen Chinese onshore liquid assets increasing strongly and economic growth around double digit figures. This report explores the prospects for the future of the wealth management market in light of Datamonitor’s forecasts for the future. more...


  Customer Loyalty in long-term investments 2007
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Improving loyalty is vital, although the long-term area of the financial services industry lags behind that of the simpler areas of the market, such as credit cards and current accounts. This report looks at global best practice examples of how providers of long-term investments encourage customer loyalty and hold on to their clients. more...


  Serving Wealthy Clients – Retail Banking Technology (Technology Focus)
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This brief examines how serving wealth clients impact the technology investments of financial institutions. more...


  Regulation, Competition, and the Threat to Revenues in the UK Card Market
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This brief explains the impact of regulatory activity that occurred in the market in 2006-2007. It also examines the changing revenue streams of issuers in the light of this activity. more...


  Western European Wealth Market Database 2007
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This interactive database covers the mass affluent and high net worth markets across 15 Western European countries, providing standardized data in a functional and accessible format. more...


  UK Collective Investments 2007
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Assess the trends and issues affecting investment in the UK collective investments markets. more...


  Returning to risk
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This brief looks at whether clients are re-risking their portfolios, and the reasons for this shift, also taking into account the strategies that are being used to meet client needs with regard to their risk profile. more...


  UK Savings and Investments Database 2007
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The UK Savings and Investments interactive database is a definitive guide to the size, trend and interaction between competing savings and investment vehicles in the UK. It is focused on retail investors. more...


  The Wealth Management Super League
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This Strategic Insight Report assesses the issue of organisational scale in the private wealth management market, including a profile of the top five competitors and commentary on their strategic development. more...


  The Future of European Investment Distribution
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Provides an overview of the distribution of long term investment products in key European geographies. more...


  UK Financial Advisor Database 2007
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The UK Financial Advisor Database 2007 uses data drawn from Matrix-data and combines it with the results of Datamonitor's quarterly survey of IFAs to provide a picture of the structure of the largest distribution channel in the UK. more...


  Wealth Management Technology Spending in Developed and Newly Industrialized countries in APAC (Databook)
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This report will provide readers with a statistical and graphic overview of wealth management IT spending trends in Developed and Newly Industrialized countries in APAC between 2006 and 2012. more...


  Wealth Management Technology Spending in Emerging Economies in APAC (Databook)
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This report will provide readers with a statistical and graphic overview of wealth management IT spending trends inEmerging Economies in APAC between 2006 and 2012. more...


  Wealth Management Technology spending in Central and Eastern Europe (Databook)
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This report will provide readers with a statistical and graphic overview of wealth management IT spending trends in Central and Eastern Europe between 2006 and 2012. more...


  Wealth Management Technology Spending in Western Europe (Databook)
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This report will provide readers with a statistical and graphic overview of wealth management IT spending trends in Western Europe between 2006 and 2012. more...


  Wealth Management Technology Spending in North America (Databook)
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This report will provide readers with a statistical and graphic overview of wealth management IT spending trends in North America between 2006 and 2012. more...


  Wealth Management in Australia 2007
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In-depth analysis of the wealth management market in Australia, including forecasts for the number of wealthy individuals and the aggregate onshore liquid assets they hold over 14 USD liquid asset bands. more...


  Wealth Management in Japan 2007
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In-depth analysis of the wealth management market in Japan, including forecasts for the number of wealthy individuals and the aggregate onshore liquid assets they hold over 14 USD liquid asset bands. more...


  The Generational shift of Financial Advisors
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The Generational Shift of Financial Advisors uses information from Datamonitor's quarterly survey of financial advisors to explore thegenerational shift within the UK financial advice industry. This report assesses the issues that are arising from the aging of the financial advisor community. The industry is failing in its efforts to attract new, young talent and without this the question for providers is what will happen to advisors' businesses as they approach retirement. This survey aims to reveal the future plans of advisors and how they are planning for the future of their business. Learn More more...


  UK Retail Equities Market 2007
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Stockbroking in the UK has witnessed dramatic changes in the past five years. Record stock market performance followed by dramatic declines has driven radical shifts in investor activity. These turbulent markets have also had important implications on the success of the execution-only business model. This report utilizes sizes and forecasts UK retail direct equity holdings from 2002-11, assesses demographic share ownership, trends including growth of competing products, fees and commissions, regulatory changes, online stockbroking and competition. View more information more...


  Customer Acquisition and Retention - Strategies in the UK Mortgage Market
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Churn remains a crucial issue in the UK mortgage market, affecting lenders' business in varying degrees. Understanding the behaviour of the remortgaging customer and the factors influencing the customer buying decision is essential for lenders to design successful acquisition and retention strategies. more...


  Benchmarking asset managers 2007
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Benchmarking asset managers 2007 provides comprehensive analysis of the top asset managers worldwide, using a range of criteria to judge how they compare. The report benchmarks 50 asset managers and the asset management departments of major banks and insurance groups against financial variables, giving a rounded picture of the relative strengths and weaknesses of the current largest players in the asset management marketplace. This report is intended to help asset managers to identify areas in which they are weak against their global competition and identify strategies and methods through which their peers have found success. The report uses a series of 10 financial criteria to assess the asset managers, highlighting the best and worst performers and the reasons for their especially good or bad performance. Financial benchmarks have been calculated as weighted averages. more...


  The Future of Boutique Wealth Managers
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Despite growing numbers of potential clients for the wealth management industry, these clients are often demanding different services than the traditional boutique wealth managers might offer. However, there is the potential for boutique wealth managers to take the lead through offering a more integrated service. This report will examine the business model of boutique wealth managers in the UK. It will assess how the business model has evolved since 2004-5, how boutiques are using technology, and profile some boutiques including newer players. more...


  The Perfect Private Bank 2007
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What do the leading UK private banks think is the perfect organizational structure for success? What defines top quality client service? How do you define the best product and service range for private banks? These questions and others are answered with help from leading industry figures in this brief. more...


  Financial Advisors view of investment choices
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'Financial Advisors view of investment choices' examines the way financial advisors perceive the asset management facilities of life companies and mutual fund providers. more...


  The Growing Significance of Market Data within Financial Markets
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Once Reg NMS and the MiFID are implemented, quote traffic is expected to increase anywhere between 100 - 300% from approximately 50,000 messages per second per broker-dealer and these firms are expected to spend large amounts to process such data. more...


  An Overview to Sub-prime Lending in Western Europe 2007
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Sub-prime lending is a small but growing phenomenon across Western Europe. How are bank attitudes to sub-prime lending changing and which markets hold the most potential for the future? This report provides insight on bank attitudes to sub-prime lending in Europe, along with how these markets are changing and where the opportunities lie for lenders. View more information more...


  Alternative Investments for Private Clients 2007
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Alternative Investments for Private Clients includes the drivers behind and barriers to growth of alternative investments amongst high net worth customers across Europe and the expectations for hedge funds or fund of hedge funds, capital protected and structured products, private equity / venture capital investments and property investments. This strategic insight report presents the findings of Datamonitor's Asset Management Market Leaders Survey 2006, conducted among 100 of Europe's asset managers. more...


  Property fund investment in Europe 2007
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Datamonitor's Property Fund Investment in Europe 2007 report presents views on the market for property investment based on a survey of 100 leading asset managers across Europe. The report, which covers mass market, high net worth and institutional customer groups, forms part of a series looking at the market for alternative investments in Europe. more...


  Hedge Funds in Europe 2007
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The European Hedge fund market is going through a period of exponential growth. This report draws on Datamonitor's European Asset Management Market Leaders survey to deliver insights into the development of this market. This report provides detailed information on the hedge fund markets in France, Italy, Spain, Germany, and the UK and gives comprehensive analysis of regulatory and distributory developments occurring the European hedge fund industry. more...


  Online Banking Strategies: Best Practice from Europe
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With the advent of online banking in the 1990s, many believed that the online channel had the potential to surpass traditional channels. While the number of customers banking online has increased over the years, traditional channels remain widely used by customers. Nonetheless, online banking has found its place within the distribution strategies of the majority of providers. This report provides key market and competitor statistics for online banking for a sample of European countries and draws on best practice examples to illustrate the rapidly changing world of online banking. more...


  Private Equity in Europe 2007
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Many wealthy clients are entering private equity in an attempt to diversify assets, which offers a large potential target market. This report offers tools to identify, understand, and evaluate this market. This report analyses the increasing popularity of private equity as an investment vehicle. It looks at the European wealth managers that offer private equity linked products and assesses the relevant issues going forward. View more information more...


  Issues in Green Financial Services
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The sudden surge of interest in environmental issues from consumers follows exponential growth in environmental awareness on a global scale, owing to the massive media coverage surrounding global warming, oil prices and the exploitation of workers in low-wage, "sweatshop" environments. This report examines the competitive landscape for "green" products and services in the financial services industry. It looks at how competitors are communicating their Green credentials to customers, the extent to which perception compares to reality and what this means to their customers. more...


  Targeting Women in Private Banking 2007
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Discover where new opportunities lie for attracting women to the private banking sector more...


  Family offices: what do they want from wealth managers?
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This Datamonitor report provides comprehensive analysis of the family office space on a global level. It examines the current state of the family office market, placing a particular focus on the relationship between family offices and product providers (whether they be wealth managers/asset managers/banks etc). The structure of family offices and issues surrounding the market are discussed in detail, followed by action points that providers should be aware of, in order to improve their relationship with family offices. more...


  Innovations in Payment Card Loyalty
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With credit cards becoming increasingly commoditized, cardholder loyalty is an area of growing importance. This report examines the theory behind cardholder loyalty. It then illustrates these in practice by profiling many of the most innovative loyalty programs in the world. This report includes an analysis of the latest chip based loyalty schemes and concludes with a "Key Learning" section. The report provides analysis of payment card loyalty programs. The report examines the theory behind customer loyalty and how this is applied to payment cards. The report contains several profiles of successful loyalty programs. more...


  Asterias Hedge Fund Directory & Survey 2007 For France
Regular Price - £305.00
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Survey France 2007 is the fifth edition published by Asterias on the French market for Hedge Funds with a full update on the local regulation, institutional demand and industry players.


  Targeting Entrepreneurs in Wealth Management
Regular Price - £895.00
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In recent years entrepreneurs have come to be seen as a key client segment for wealth managers to target and acquire, and an important growth area in the future. This report shows how entrepreneurs can be most effectively targeted, and how major wealth managers are currently attracting this client group. more...


  Emerging Wealth Management Markets in Asia-Pacific
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Emerging Wealth Markets in Asia-Pacific is our guide to the affluent wealth landscapes in Malaysia, South Korea and Taiwan.
Following the popularity of our recent research in the Indian and Chinese markets, the report explores some of the less high-profile emerging wealth markets in the Asia-Pacific region.


  Technology trends for financial service institutions
Regular Price - £1795.00
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With income growth moving positively yet remaining volatile across most financial markets sectors, the overlook for technology remains hesitant with institutions choosing IT projects that demonstrate considerable cost savings and return on investment. Institutions have realised that technology investment is vital for long-term sustainability and maintaining competitive par. more...


  Co-branded Cards in Europe and the US 2006
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Co-branding is an increasingly popular option for both card issuers and merchants across Europe and the US. This report provides an overview of the market, examining how the partnerships work, the potential benefits and costs for both parties and trends. It also provides a detailed review of many programs in the market and concludes with a discussion on the future of co-branding. The report is a detailed analysis of co-branded payment cards in Europe and the US. It looks at the potential costs and benefits of co-branding and recent trends in this market and also includes details and commentary on a wide range of co-branding agreements. more...


  UK IFAs 2006
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A comprehensive analysis of the IFA industry in 2006, providing a definitive guide to current trends including size, growth, the competitive landscape, and the effects of key issues such as depolarization, recent regulation, and changes in distribution on the evolving segmentation and future development of the market.


  Wealth Management in Italy 2006
Regular Price - £2225.00
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This report focuses on the onshore liquid wealth of wealthy individuals in Italy, including market sizing from 2001-5 and forecasts to 2010. Competitive developments including M&A activity and product development are assessed and evaluated. more...


  Payments fraud
Regular Price - £1695.00
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Spend on payment fraud IT is set to see strong growth from 2005 to 2009, particularly in the European region as banks begin to consider how SEPA will impact their existing fraud detection and monitoring implementations. This report provides top level data charts & tables to highlight payment fraud IT opportunities and trends across the European and North American Retail Banking sectors. It also forecasts payment fraud IT spend by country until 2009 and breaks down payments IT spend by source and country. more...


  The future of wholesale payments technology
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Legacy payment systems are still highly prevalent across the banking industry and the need to get rid of these platforms is proving to be the impetus and driver behind change and the need for more innovative solutions in this wholesale banking and payments marketplace.
Vendors have also commented that a key source of competition for themselves come from 'in-house legacy platforms.


  Online Banking Strategies in Europe 2006
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With the advent of online banking in the 1990s, many believed that the online channel had the potential to surpass traditional channels.
While the number of customers banking online has increased over the years, traditional channels remain widely used by customers. Nonetheless, online banking has found its place within the distribution strategies of the majority of providers.
Datamonitor's report Online Banking Strategies in Europe 2006 will be of interest to all banks providing an Internet presence of some sort.



  The evolution of algorithmic trading
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As financial institutions battle with ongoing competitive pressures, there have been radical transformations in trading systems in global markets.
Institutions are looking for advanced trading platform functionality in order to gain the ever important competitive advantage.


  Western European Asset Management Database 2006
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Datamonitor's Western European Asset Management Database sizes and forecasts balances and inflows of assets across Europe. more...


  The Case for Online Wealth Management
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Online wealth management as a business model failed at the turn of the century because wealthy clients did not want their fortunes managed remotely without the support of a face to face relationship. However the need for an excellent online wealth management distribution channel is as important as ever. This report explores the best way to design this distribution channel.


  Non-traditional Players in the Retail Banking Market
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This report looks at the rise of non-traditional providers in the retail banking market and their impact on the competitive dynamics of the market.


  Offshore financial services in the British Isles 2006
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Offshore Financial Services in the British Isles 2006 also presents and analyses the results of Datamonitor's Offshore Banks in the British Isles Survey, carried out in July 2006 across Guernsey, Jersey and the Isle of Man. more...


  Wealth Management in France 2006
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This report focuses on the onshore liquid wealth of Mass Affluent and High Net Worth customers. It sizes, segments and forecasts the number of affluent individuals and the liquid assets they hold. It investigates the competitive landscape in terms of players and products and services and presents the results of Datamonitor's large scale survey of the main players.


  UK High Net Worth customers 2006
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2005 has seen the UK private banking industry enjoying a turnaround in its fortunes after a prolonged period of flat performance. The painful cost-cutting measures of recent years have meant that the sector has been able to fully reap the benefits of rising equity markets. UK HNW Customers 2006 analyzes the developments in the market to provide an in-depth guide to this industry.


  High Net Worth Financial Advisors 2006
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IFAs that focus on the HNW population are a key channel for distributing to wealthy customers. This report utilizes the findings of Datamonitor's IFA surveys of 75 IFAs to look in detail at the attitudes and approaches of those that focus on a wealthy customer base.


  UK Bancassurance 2006
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A comprehensive analysis of the UK bancassurance market in 2006, providing a definitive guide to current trends including size, growth, the competitive landscape, and the effects of key issues such as depolarization, recent regulation, and changes in distribution on the evolving segmentation and future development of the market.


  Ethical Wealth Management
Regular Price - £935.00
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Over the past five years, the wealth management industry in several major markets has seen significant growth of what is often known as 'ethical wealth management'.


  The Future of the UK Occupational Pensions Market
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The UK occupational pension market is undergoing a period of immense change as schemes move from the traditional defined benefit style to defined contribution. In addition, the A-day changes have made some product obsolete. This report examines where the market is now and what the potential is for growth in occupational pensions.


  Retail payments in the Post-SEPA Landscape
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The payments industry is already under significant pressure, with fierce competition eroding margins. However, this is set to intensify over the next few years as the SEPA initiative drives the upheaval of the industry.


  Wealth management in Belgium and the Netherlands 2006
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This report focuses on the onshore liquid wealth of Mass Affluent and High Net Worth customers.


  Client-centric Models in Wealth Management - Asia-Pacific
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As private banks seek to differentiate themselves from competitors many are turning to more customer-centric business models.
This report looks at the reasons behind the client-centric approach and analyses some examples such as the franchised private bank and the family office.


  Wealth Management in Germany 2006
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This report focuses on the onshore liquid wealth of Mass Affluent and High Net Worth customers.


  Financial Services Outsourcing
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This report combines two briefs from the targeting key insurance BPO opportunities markets theme for Quarter 2, 2006. The market focus brief provide an overview of North American and European insurance markets, while the customer focus brief provides end user insight in terms of take-up, planned business process outsourcing and insurers’ attitudes to BPO and offshore sourcing.


  Lending in Wealth Management 2006
Regular Price - £1495.00
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In recent years, wealth managers have realized that they have to offer their clients more than just asset management. This trend can be seen in the US and Australia and also – to a limited extent – in Europe. Leading wealth management firms, such as Barclays, Credit Suisse, HSBC and UBS, have implemented a broader spectrum of products and services, including liability management, thus applying a more holistic approach to wealth management. These wealth managers see lending as key part of their business, helping them to deepen the relationships to their clients. more...


  Marketing to New and Growing Wealth Segments
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This insight brief will cover the European market(where applicable) and the growth of retirees,entrepreneurs, families (or family offices) and charities as wealth management clients.


  Wealth Management in Switzerland 2006
Regular Price - £2395.00
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This report focuses on the onshore liquid wealth of mass affluent and high net worth customers.
It sizes, segments and forecasts the number of affluent individuals and the liquid assets they hold.
It investigates the competitive landscape in terms of players and products and services and presents the results of Datamonitor's large scale survey of the main players. more...


  Financial Markets -Technology trends for financial service
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With income growth moving positively yet remaining volatile across most financial markets sectors, the overlook for technology remains hesitant with institutions choosing IT projects that demonstrate considerable return on investment. Institutions have realised that technology investment is vital for long-term sustainability and maintaining competitive par.


  Wealth Management in the Nordic Region 2006
Regular Price - £4495.00
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This report focuses on the onshore liquid wealth of Mass Affluent and High Net Worth customers across Denmark, Finland, Norway and Sweden. It sizes, segments and forecasts the number of affluent individuals and the liquid assets they hold. It investigates the competitive landscape in terms of players and products and services and presents the results of Datamonitor's large scale survey of the main players. more...


  Wealth Management Business Models in 20 years
Regular Price - £935.00
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Will include the impact of: business/ entrepreneurial activity as the key source of new wealth creation; the rise of large economies such India and China in the global wealth stakes; and the widespread achievement of "affluence" in many economies. The crux of the report will be to draw out strategic implications for wealth managers and understand the winning business models of the future.on anticipated growth more...


  Contactless Payments
Regular Price - £1695.00
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Despite accounting for a growing share of payments, cards are not widely used for low value transactions. However, saturation makes this an important area for issuers to target, and contactless payments offer a way to capture some of this activity. But what are the recent developments? Which markets offer the greatest opportunity? What does the future hold? This report provides the answers. more...


  Targeting Expatriates in Wealth Management - Asia-Pacific
Regular Price - £1495.00
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The report looks at the targeting of expatriates with wealth management products and services. The report provides access to Datamonitor's Global Expatriate Study, which sizes expatriate populations by country of domicile and provides a breakdown of wealth level. The report looks at future opportunities for targeted services. more...




 
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