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The Wealth Management Industry: the AmericasPublished by: Highworth Research Ltd. Published: Sep. 25, 2009 Table of Contents
AbstractA valuable database for those wanting to know who manages the money of the wealthy in the AmericasComprehensive coverage Over 770 private banks and family offices are profiled in The Wealth Management Industry: the Americas, covering the majority of the private banking industry in the U.S., Canada, Latin America, and the Caribbean, the region representing over 50% of the world’s millionaire households. Each institution is identified, from the largest multinational wealth management corporations through to small private banks in Caribbean offshore tax havens, and from the wealth management divisions of large retail banks through to discreetly run private investment offices serving ultra high net worth families. Coverage includes:
The research was conducted by a multilingual team of analysts at Highworth Research Ltd, a London publisher specialising in studies of the international wealth management industry. Coverage of the industry is international, with foreign language data translated into English where required. Data is presented in a standardised structure to facilitate comparison and benchmarking between institutions. Financial reporting is usually in the national currency. All data has been submitted to the institutions concerned for verification. Valuable data The data provided includes the identification of the institution and its contact details, parent company, subsidiaries, major additional offices, profile of its wealth management business, staff numbers, management names and job titles, wealth management services offered, number of clients, minimum net worth required for mass affluent , high net worth, and ultra high net worth clients, fees levied, summary financial accounts for past two years, value of assets under management, and regulatory authority. (Information may vary between institutions depending on the level of disclosure provided.) Online Search Benefits A Premium Online subscription allows the download of search results for management contacts to Excel, as well as the download of wealth management institutions and their assets under management. Search functions include selection of management by 24 job classifications, and selection of institutions by country, by type of wealth management institution, and by type of wealth management service offered including type of investment and asset class. Subscribers receive a user name and password login for the website home page which gives them access to the online database. Get Full Details About This Report >> |
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