Get the plugin now. Help Preferences Sign up Log in. The presentation will start after a short 15 second video ad from one of our sponsors. Outline the economics of the industry Describe the competitive landscape.

Private banking traditionally consisted of banking services deposit taking and paymentsdiscretionary asset management, brokerage, limited tax advisory services and some basic concierge-type services, offered by a single designated relationship manager.

On the whole, private banking relationships were mainly passive Wealth management is broader and typically deals with managing both the assets liabilities side of clients balance sheets 4 Wealth Management - Products While asset management is a key feature, wealth management has a greater emphasis on financial advice and is concerned with gathering, maintaining, preserving, enhancing and transferring wealth. Core banking-type products Lending products, such as margin lending, credit cards, mortgages and private jet finance.

Insurance and protection products, such as property and health insurance, life assurance and pensions. Asset management in its broadest sense discretionary and advisory, financial and non-financial assets such as real estate, commodities, wine and artconventional, structured and alternative investments.

Advice in all shapes and forms asset allocation, wealth structuring, tax and trusts, various types of planning financial, inheritance, pensions, philanthropicfamily-dispute arbitration even psychotherapy to children suffering from affluenza. A wide range of concierge-type services, including yacht broking, art storage, real estate location, and hotel, restaurant and theatre booking.

Wealth management, by contrast, targets clients with assets as low as , i. Source BCG Global Wealth 9 Defining the Wealth Management Service Proposition The following three criteria differentiate a firm as a wealth manager The relationship that wealth managers have with their clients, both in terms of breadth where providers emphasise terms such as holistic, comprehensive and all-inclusive and depth intimate and individualised.

The products and services provided, with a particular emphasis on estate planning and multigenerational planning services, as well as tax advisory expertise and alternative investments.

The specific objectives of wealthy clients, such as investment performance, wealth preservation or wealth transfer. That involves, essentially, asset safekeeping, income collection, fund disbursement and associated reporting. Execution-only mandate, the wealth manager executes, or selects brokers to execute, securities transactions on behalf of the client.

Not investment advice, service aimed primarily at self-directed clients. Advisory mandate Discretionary mandate 11 Discretionary Mandates The wealth manager usually has sole authority to buy and sell assets and execute transactions for the benefit of the client, in addition to providing investment advice.

Starts off with Construction of a brief with the client, detailing investment aims, level of risk-aversion and other factors that will influence the portfolio In some discretionary accounts, the wealth manager is given only limited investment authority.

Hargreaves Lansdown | ISAs, pensions, funds and shares

However, in all cases, major investment decisions, such as changing the accounts investment strategy or asset allocation guidelines, may be subject to the clients approval.

The wealth manager is generally paid on the basis of a flat-fee arrangement linked to the value of the assets under management.

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The gross revenue margin of a discretionary mandate is typically at least double that of an execution-only mandate. Execution-only mandates become more prevalent the greater the clients wealth Discretionary mandates less prevalent, as client wealth rises.

Wealth management can mean different things in different geographic regions. In the US, wealth management is more closely allied to transaction-driven brokerage and is typically investment-product driven. In Europe, the term is more synonymous with traditional private banking, with its greater emphasis on advice and exclusivity.

Offshore wealth management, by contrast, serves clients wishing to manage their wealth outside their main country of residence for reasons such as financial confidentiality legal-system flexibility tax considerations the lack of appropriate products and services onshore a low level of trust in domestic financial markets and governments and the need for safety and geographical diversification in response to domestic political and macroeconomic risks.

Some clients treat their offshore account s primarily as a vault. Revenues side opportunities for wealth management operations to acquire clients from other parts of the group, e.

There are also opportunities for other parts of the group, e. Cost side opportunities to share infrastructure and spread fixed costs 37 Competitive landscape 38 Main players Pure private banks Trust banks Retail and forex 31.12 banks Family offices Financial advisors Stockbrokers and wirehouses US term for stock market dow jones january 2016 brokerage houses Direct banks Asset managers Investment banks Others insurance companies, accountants, solicitors, how much money do mud loggers make planners 39 Main players Fragmented Market 40 Conclusion Wealth management private banking business is currently a major area for development for many of the worlds financial firms The market is large, growing and highly profitable Industry is fragmented there is no agreed single preferred model Remainder of the course will focus on a range of key topical issues relating to the industry See if you can get the quick quiz on next slide correct no web serfing!!!

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APCIMS - Association Of Private Clients Investment Managers And Stockbrokers

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