Global Private Banking/Wealth Management survey 2005


Download Download the 2005 executive summary (1.71mb)

Executive summary


For the first time our 2005 survey took in results from not only Europe, Asia Pacific and the Americas, but also a number of offshore centres, the Middle East, South America, Scandinavia and South Africa. We have been conducting these surveys every two years since 1993, in which time we have amassed a great deal of knowledge and understanding of the industry.

Based on the findings, and our extensive industry expertise, we are best placed to provide practical advice to wealth managers on how to address the issues they face. Using our international network we can provide advice on request about market entry, strategy, mergers and acquisitions, due diligence, operational effectiveness, human resource issues, people training, regulation, risk management and taxation. All of which are critical components to success in the competitive Private Banking/Wealth Management industry.



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