Introduction
Global strategies in practice
- Sporting and social events
- Education events
- Outsourcing education
- Involvement activites
- Products and services: initiatives to entangle relationships
- Does the Private Banker have a role in suggesting a proper treatment of
the inheritance?
Analysis and recommendations
- Size does not matter: Proactive-ness and focus is key
- Focus on revenue boosting strategies, measure the utility of social events
and rationalize inefficient sponsorship
- Seek to launch or redesign products and services to cement ties with the
future wealthy generation
- Opportunity to participate in educating the next generation is vital:
review the merits of outsourcing
- Regardless of maturity of industry, a focus on building strong
relationships is vital
Further reading
- Datamonitor Global Wealth Service SPP: Reports
- Datamonitor Global Wealth Service SPP: Insight Reports
- Datamonitor Global Wealth Service SPP: Competitor Tracking
- Related Datamonitor Savings & Investments SPP Reports
Datamonitor's Global Wealth Model
SPP writing team
List of Tables
- Table 1: Countries that have been modeled using Datamonitor's Global
Wealth Model
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