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Innovations in the Wealth Management Marketing Mix - Asia-Pacific
Datamonitor, July 2004
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Table of Contents
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INTRODUCTION 7
Research methodology 7
PRODUCT AND SERVICE INNOVATIONS 8
Alternative and Structured products 8
Commodity-linked products 8
Guaranteed Products 10
Property-linked products 12
Expatriate products 14
Landowner products 15
Philanthropy and ethical investing 17
Philanthropy 17
Ethical/ sustainable investing 19
PRICING INNOVATIONS 21
Performance related fees 21
Combination fees 21
Pure performance fees 23
Wrap/separately managed products 25
Active advisory fees 26
PROMOTIONAL INNOVATIONS 28
Advertising 28
The name game 29
Client-specific promotion 31
Sponsoring events 32
Television 34
DISTRIBUTION INNOVATIONS 37
Joint ventures 37
Investment reporting 40
Online distribution 41
CONCLUSION 44
APPENDIX 45
Further reading 45
LIST OF TABLES
Table 1: Example of Asset Reserve payouts 16
Table 2: Wealth markets that have been modeled using the Global Wealth Model 47
LIST OF FIGURES
Figure 1: The Dolphin Deposit goes up and down like a dolphin diving 30
Figure 2: Credit Suisse’ TV advertising focuses on four brand values 35
Figure 3: Credit Suisse Private Banking Website 42
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