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Offshore Financial Services in Switzerland
Datamonitor, June 2010, Pages: 43
With money leaving offshore centers in the billions, understanding the nature of offshore clients and what strategies to employ to attract and retain them has become absolutely critical, not just for offshore bankers but also for their onshore competitors.
Scope
- This report draws on the findings of the Offshore Banks Survey 2010.
- This survey was conducted in February/March 2010 among banks in Jersey, Guernsey, the Isle of Man, Switzerland, Hong Kong and Singapore.
Highlights of this title
Out of all offshore clients, by assets under management, 35% are from Western Europe, and after all the outflows, North American clients account for just 5%.
A major shift in the average portfolio of offshore clients is expected over the next two years, with the proportion of assets in cash and near-cash falling from 22% to 16%, and equities rising from 23% to 29%.
When selecting their offshore bank, clients look for excellent customer service, as well as confidentiality and financial stability in their bank.
Key reasons to purchase this title
- Understand the nature of offshore clients in Switzerland
- Gain insight into the future needs of offshore clients
- Access strategies for success in the marketplace.
Customers who bought this item also bought
Offshore Financial Services in Guernsey
Offshore Financial Services in Jersey
Offshore Financial Services in the Isle of Man
Offshore Financial Services in Hong Kong 2010
Offshore Financial Services in Singapore 2010
Offshore Excellence: Building the proposition your customers most want
Wealth Management in Switzerland 2011
Wealth Management 2011-2012: The Key Dynamics for Growth
Impact of Tax Amnesties on Offshore FS
Attracting Offshore Clients to Onshore Services
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