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![Private Banking activities demonstrate clear geographical discrepancies 9,1 +7,0% 5,8 +6,8% 8,3 +6,5% 7,4 +12,8% 2,2 +5,1% Estimated wealth of HNWI in 2008 in K billion $ Growth forecast Annual Growth Rate 2008 – 2013 Forecast ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: World Wealth Report 2009](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
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B-Case 3
- 6. From customers’ point of view, reporting and on-line access are major issues to stay with a private bank Source : Word Wealth Report, 2009 Strategic levers of Client Retention
Editor's Notes
- 1 Asia should become the largest market in the world (with Japan half of it) 2 There is a high trend to invest on domestic market (eg : 75% of wealth invested locally in North america) 3 Pressure on off shore business In 2013 Total Forecast Wealth in Asia: 13.5 bln USD North America 12.7 bln USD Europe 11.4 bln USD High interest rate in Asia around 25% Weak off shore market in North America in term of Investment, they prefer to invest in North America
- Different situation for CS and UBS, because PB is only 5% of their global activities (less important) Sarasin: Sustanaibility (in bank’s DNA) and trust : no chasing quick profits but long-term growth - not only socially responsible but effectively meet both environmental and financial criteria Global Custody + several asset managers and have investable assets in excess of CHF 100 million, then a global custody solution may be highly advantageous Even in SW, there is a footprint expansion : become closer and closer to customers
- Pictet 1 st of October : Physical gold fund in Switzerland in order to to hedge against inflation and currency movements PF(LUX)-Agriculture fund, following recent addition to Pictet's distinctive range of thematic products (Timber, water, etc.) the PF(LUX)-Agriculture on 29/05/09 . The new fund will be managed by Gertjan van der Geer, Senior Investment Manager at Pictet. Pictet's Agriculture fund is the most recent addition to Pictet's distinctive range of thematic products, which includes the following: Water, Timber, Clean Energy, Security, Biotech, Digital Communications, Generics and Premium Brands. The PF(LUX)-Agriculture provides access to quoted companies that are expected to play a vital role in helping to supply food for a global population that is predicted to grow by nearly 40 percent between 2005 and 2050 according to a December 2007 World Bank estimate. LODH Expanding client target group in the institutional and private segments with new products, e.g. in the areas of sustainability, corporate bonds, and tactical asset allocationThird, we have been steadily increasing our profile in the onshore business for the past 10 years, without neglecting our position in Switzerland SARASIN Sarasin is issuing the world’s first fund to specialise in the shares of sustainable property companies, the Sarasin Sustainable Equity – Real Estate Global Fund. The companies included in the portfolio are pioneers in the sustainable construction and management of properties. This innovative product has been developed by an experienced team of real estate and sustainability specialists at the Sarasin Group. The new sustainable real estate fund, Sarasin Sustainable Equity – Real Estate Global, is available from 10 July 2009. The fund is the consequence of the repositioning of the former Sarasin Real Estate Equity - IIID (EUR). Taking into consideration environmental and social criteria, the fund invests worldwide in a broad spread of listed companies active in real estate and in Real Estate Investment Trusts (REITS).
- Advisory process is a key to bring more value
- 2 main drivers : reporting and on-line
- 1 – manage sales effort, sales animation 2 – multi-channel 3 – cost optimisation 4 new expectation Independent advisors are key partners to keep customer relationship