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Wealth Management
In this section we have collected all material related to Wealth Management. Please click the blue boxes to navigate through this section to see our rankings, evaluation criteria and The Banks We Like in this category.



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Data, Research Notes, Reports, Discussion Slides, Proceedings Reports and Comments

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Assets under management in Asia Pacific show sustained growth trends
Date: Jan 15, 2018   |   Author: Carmina Angelica Olano | Research Note
In general, industry assets under management in selected Asia Pacific countries shows sustained growth trends up to 2018. However, the shares of top banks in total assets under management differ widely, wherein top banks in emerging markets have higher market shares compared to top banks in mature markets.
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Rethink the customer to build the bank of the future
Date: Sep 25, 2017   |   Author: Foo Boon Ping | Proceedings Report
This year’s annual leadership dialogue was held in conjunction with the inaugural The Future of Finance Summit to discuss how new business models and technology are disrupting and transforming the industry.
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The benefits and risks of shopping for robos
Date: Aug 22, 2017   |   Author: Tanya Angerer | Opinion
Robo-advisors claim to bring the world of wealth management to the masses – investment opportunities that were once only enjoyed exclusively by the wealthy. But with many robos advertising low fees, low barriers of entry, and a more personalised investment experience, they can be hard to differentiate.
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DBS – Preparing for a digital future
Date: Jan 27, 2017   |   Author: Research | Research Note
DBS Group’s retail and wealth business has been accelerating income generation since 2013. However, the bank continues to face an uphill struggle with some of its overseas retail markets.






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