St. George has shown progressiveness in front line service
Through use of relationship teams
By switching from fees to commission
And by reviewing staff remuneration
The verdict
CHAPTER 7 APPENDIX
Definitions
AAGR
CAGR
Gini index
Liquid assets
Liquid asset bands
Research methodology
The Global Wealth Model
The UK sub model
Asia-Pacific sub model
Forecasting methodology
Datamonitors wealth numbers compared with others numbers
Bespoke Wealth Market Sizing
Further reading
Datamonitor Asia-Pacific Wealth Reports
Datamonitor Asia-Pacific Insight Reports
Asia-Pacific contacts
List of Tables
Table 1: The motivations for setting up a family office differ greatly by family office model
Table 2: Key indicators of success for the global private banks
Table 3: Premier banking branches in Singapore
Table 4: Wealth markets that have been modeled using the Global Wealth Model
List of Figures
Figure 1: Methodology diagram and report structure
Figure 2: Compared to its peers, Citigroup Private Bank has performed well over the last few years, both in client acquisition and revenue growth
Figure 3: Citigroup Private Banks regional advertising highlights commitment to relationships in the Asia-Pacific region
Figure 4: Coutts segmentation strategy allows the bank to cater for almost any client
Figure 5: Coutts regional office network in England and Wales
Figure 6: The problems facing Barclays were of disparity and service gaps
Figure 7: The Barclays model is now much more comprehensive and allows for the easy feed-through of clients
Figure 8: UBS Wealth Management offices in Europe, March 2005
Figure 9: UBS acquisition strategy over the last two years has seen a significant inflow of client assets for its European Wealth Management business
Figure 10: Almost every international private client brand has a presence in Hong Kong and Singapore
Figure 11: UOBs Wealth Management Centres have lounge style seating and private meeting rooms
Figure 12: Singapore is one of the most competitive premier markets in the world, with just 19,000 potential clients per competitive offering
Figure 13: Credit Suisses wealth management business model
Figure 14: Credit Suisse Private Banking Website
Figure 15: Credit Suisse Private Bank has improved revenues and profits since the market downturn, but it is far from being the best performing wealth manager
Figure 16: There are several different ways in which wealth managers are choosing to manage their clients