Document Sample

The International Wealth Management Industry Database from Highworth Research
provides authoritative data on virtually all the world’s private banks and many family
offices. Frequent updates to the master database and clear search functions allow all those
wishing to monitor this fast growth industry to have the essential facts at their fingertips.

                                                            The database is global in coverage
                                                            and includes 2200 institutions with
                                                            updates being added every week.
                                                            Flexible access is available, allowing
                                                            customers either to subscribe to the
                                                            entire global database or to any of
                                                            three regions:

                                                            1. The Wealth Management Industry:
                                                               Europe, Middle East, Africa – 1100

                                                            2. The Wealth Management Industry:
                                                                The Americas – 750 institutions

                                                            3. The Wealth Management Industry:
                                                               Asia Pacific – 350 institutions

                                                            4. The Wealth Management Industry:
                                                               Global – 2200 institutions

     R E S E A R C H
Types of Wealth Management Companies on the Database                                                                Choose from online or print media
1. Private banks                                                                                                    Access to the database can be either via printed volumes or online,
                                                                                                                    or both. The benefit of the online access option is that in addition
2. Private banks with family offices
                                                                                                                    to flexible search, selection and reporting functions, there are also
3. Wealth management divisions of retail and investment banks                                                       frequent updates and regular additions of more institutions to the
4. Single & multi-family offices                                                                                    database.

5. Larger private client asset management companies
                                                                                                                    Build customised reports with easy to use search functionality

Data Provided                                                                                                       The online version of the database can be searched for either
                                                                                                                    wealth management institutions or management according to
• Identification of the institution and contact details                                                             highly flexible criteria, and multiple combinations of criteria,
• Parent company, subsidiaries, and major additional offices                                                        including:

• Profile of its wealth management business                                                                         • Company by name

• Directors and senior management names and job titles                                                              • Companies by country, or countries

• Numbers of HNW clients (where disclosed)                                                                          • Companies by business classification – private banks; private
                                                                                                                      banks with family office; family office; other wealth manager
• Wealth management services offered in asset protection, banking,
  and investment strategies                                                                                         • Companies by investment strategies/appetites, by business
                                                                                                                      classification, and by country/countries (eg all private banks
• Minimum net worth required by HNW and Ultra HNW clients                                                             offering private equity strategy to clients in the UK, Switzerland
• Total assets, profits, and assets under management                                                                  and Luxembourg)

(Information may vary between institutions depending on the level                                                   • Director or manager by name
of disclosure.)                                                                                                     • Directors/managers by job classification (eg Investment directors),
                                                                                                                      and by business classification, and by country or countries.

Wealth management companies investment                                                                              • Directors/managers by job classification, by business classification,
strategies disclosed                                                                                                  by country, by investment strategies offered, or asset protection
                                                                                                                      services, or type of banking services.
Almost all the profiles include indicators for investment appetite
as follows: bonds, fixed income funds, capital protection products,                                                 • Since additional institutions, and updates, are added to the
derivatives, structured products, equities, commodities, real estate,                                                 database regularly, users can also search for and receive reports on
private equity, shariah compliant investment products.                                                                all selected institutions added to the database since a date of the
                                                                                                                      user’s choice.

                                                                                                        INDIA                                                                                                SINGAPORE

                   Email:                                          the Retail Banking unit. Onshore private                   REGULATOR                                         Mr Chung Mun Wong, Managing
                          banking is centred in the Benelux where                    Bank Negara Malaysia, Labuan Offshore               Director, Private Wealth Management
                   Web:                       ING is able to capitalise on both its retail               Financial Services Authority                        Department, BOC International
                                                                   and wholsale distribution models. ING                                                                        Mr Bing Kuen Lee, Executive Director,
                   ING Vysya Private Banking (Hyderabad)                                                                      SERVICES OFFERED
                                                                   Private Banking has a global network of                                                                        Private Wealth Management
                   8-2-120/76/1/B, Road No. 2                                                                                     Asset protection – Insurance Products;
                                                                   over 2,000 private banking professionals                   �
                                                                                                                                                                                  Department, BOC International
                   Ashoka Hi Tech Chambers                                                                                        Pensions; Tax Planning
                                                                   in 15 countries in Europe, the Americas,
                   Banjara Hills                                                                                                  Banking Services – Card Services;             NUMBER OF RELATIONSHIP MANAGERS
                                                                   the Middle East and Asia.                                  �
                   Hyderabad                                                                                                      Deposits; Credit Products; Mortgages;         120
                                                                      In Asia, private banking has been a
                   500 034                                                                                                        Current Accounts
                                                                   key contributor to ING’s business and                                                                        ANALYSIS OF BUSINESS
                   India                                                                                                          Investment management – Advisory
                                                                   the group has more than doubled its                        �
                   Email:                                                                                                         Management; Asset Allocation                  The Bank of China was founded in 1912,
                                                                   asset base in the region since 2000 to
                                                                                         Strategies; Foreign Exchange; Bonds;          and up until the establishment of the
                                                                   US$10 billion. ING has private banking
                   Web:                                                                                      Mutual Funds; Offshore Funds;                 People’s Republic of China, it served as a
                                                                   offices in Singapore, Hong Kong and the
                                                                                                                                  Discretionary Management; Real Estate;        central bank, international exchange
                   MANAGEMENT NAMES AND JOB TITLES                 Philippines. In India and China, onshore
                                                                                                                                  Equities; Sharia Compliant Investments;       bank and specialised foreign trade bank.
                   Mr Renato De Guzman, Chief Executive            private banking operations are built on
                                                                                                                                  Fixed Income Funds                            Thereafter, it became s state-designed
                     Officer, ING Asia Private Banking             the existing retail and wholesale
                                                                                                                                                                                foreign exchange and foreign trade bank.
                   Mr Wey-fook Hou, CIO, ING Asia Private          operations of ING Vysya Bank and Bank
                                                                                                                                                                                   Today the bank is still recognised in
                     Banking                                       of Beijing.
                                                                      The figures in the Summary Financial                    BOC International (Singapore)                     foreign exchange and trade finance, and
                   Mr Vaughn Richtor, Managing Director                                                                                                                         also for its international operations which
                     and Chief Executive Officer, ING Vysya        Statement are for ING Private Bank.                        Pte. Ltd.
                                                                                                                                                                                span 27 countries.
                     Bank India Ltd.                                                                                          MAIN ADDRESS                                         BOC International Holdings Ltd.
                                                                   SUMMARY FINANCIAL STATEMENT
                   Mr Samir Bimal, Country Head, ING                                                                          4 Battery Road #04-00                             (BOCI) is a wholly-owned subsidiary of
                     Vysya Private Banking                                             2007          2006
                                                                                       (EUR          (EUR                     Bank of China Building                            the Bank of China and specialises in
                                                                                      million)      million)                  Singapore                                         investment banking. It offers services to
                   ANALYSIS OF BUSINESS
                                                                   Pretax profit:       263           242                     049 908                                           both institutional and individual investors
                   ING was founded in 1991 as the result of
                                                                   Assets under                                               Singapore                                         including securities underwriting,
                   a merger between
                                                                   management                                                 Tel: 65 6412 8899                                 financial advisory, equity sales and
                   Nationale-Nederlanden and NMB
                                                                   (Private bank):     68,000        59,000                   Fax: 65 6534 3996                                 trading, equity derivatives, fixed income,
                   Postbank Group, however its roots go as
                                                                                                                              Email:                    asset management and private equity
                   far back as 1743 to Kooger Doodenbos.
                                                                   YEAR FOUNDED                                               Web:                            investments.
                   The founding of ING as one company
                                                                   1991                                                                                                            BOCI was established in 1998 in Hong
                   began in 1990 when restrictions on                                                                         PARENT COMPANY                                    Kong and has flourished along with the
                   mergers between insurers and banks              REGULATOR                                                  Bank of China Ltd.                                recent economic growth in China. It also
                   were lifted in the Netherlands. In the          Reserve Bank of India                                                                                        has offices in New York, London and
                   past fifteen years ING has developed                                                                       MANAGEMENT NAMES AND JOB TITLES
                                                                                                                                                                                Singapore, and representative offices in
                   from a Dutch company with some                  SERVICES OFFERED                                           Mr Yi Yue, General Manager, BOC
                                                                                                                                                                                Beijing, Shanghai, Guangzhou and
                   international activity to a multinational       �   Asset protection – Estate Planning;                      Personal Banking Department
                                                                                                                                                                                Chongqing. BOC International China Ltd.
                   with Dutch heritage. ING has over                   Pensions; Family Office Services;                      Mr Yan Wang, Chief Executive Officer,
                                                                                                                                                                                was set up in 2002 in Shanghai.
                   120,000 employees working in over 50                Foundations; Tax Planning; Insurance                     BOC International Holdings Ltd.
                                                                                                                                                                                   The Private Wealth Management
                   countries.                                          Products; Trusts                                       Mr Young Hoi Tse, Deputy Chief
                                                                                                                                                                                Department of BOCI was launched in
                      ING comprises six main business units:       �   Banking Services – Card Services;                        Executive Officer, BOC International
                                                                                                                                                                                November 2007. It was created to
                   Insurance Europe, Insurance Asia-Pacific,           Deposits; Credit Products; Mortgages;                    Holdings Ltd.
                                                                                                                                                                                provide investment strategies for
                   Inurance Americas, Wholesale Banking,               Current Accounts
                                                                                                                                                                                individual high net-worth customers and
                   Retail Banking, and ING Direct. Private         �   Investment management – Advisory
                                                                                                                                                                                benefits from the existing advantages of
                   banking operations are organised under              Management; Foreign Exchange; Asset

                                                                                       Highworth Research Limited                                                                                  Highworth Research Limited

                                                               7                                                                                                            9
  Data download to Excel                                                                                   numbers of wealth management companies covered per country
  The Highworth Wealth Management Industry Database is available                                           EurOPE,                                       Poland – 1                                    Honduras – 1
                                                                                                           MIDDlE EAsT,                                  Portugal – 16                                 Jamaica – 3
  online via a user name and password in two alternative versions                                          AFrICA                                        Qatar – 8                                     Mexico – 8
  depending on users’ needs:                                                                               Andorra – 8                                   San Marino – 2                                Netherlands Antilles – 5
                                                                                                           Angola – 2                                    Saudi Arabia – 28                             Panama – 8
  1. Standard online version:                                                                              Austria – 10                                  Slovakia – 1                                  Paraguay – 1
  available for a year’s licence with frequent data updates as well                                        Bahrain – 41                                  S. Africa – 12                                Peru – 5
  as additions to the database as new institutions enter the wealth                                        Belgium – 18                                  Spain – 45                                    St. Kitts & Nevis – 1
                                                                                                           Channel Islands – 40                          Sweden – 10                                   St Lucia – 1
  management market. Full search functionality as listed above but no                                      Cyprus – 8                                    Switzerland – 261                             Trinidad & Tobago – 4
  download capability.                                                                                     Denmark – 8                                   Tanzania – 2                                  U.S. Virgin Islands – 1
                                                                                                           Egypt – 7                                     Tunisia – 1                                   Uruguay – 11
  Prices: each of 3 regions (EMEA, Americas, Asia Pacific):                                                Finland – 5                                   Turkey – 8                                    U.S.A. – 524
  £450/$970/€750                                                                                           France – 26                                   U.A.E. – 39                                   Venezuela – 5
                                                                                                           Germany – 42                                  Ukraine – 2                                   TOTAL AMERICAS – 740
  Global (all 3 regions): £1100/$2350/€1800                                                                Ghana – 4                                     U.K. – 170
                                                                                                           Gibraltar – 10                                TOTAL EMEA – 1120                             AsIA PACIFIC
  2. Premium online version:                                                                               Greece – 14                                                                                 Australia – 56
  available for a year’s licence with frequent data updates as well as                                     Iceland – 3                                   ThE AMErICAs                                  Brunei – 1
  additions to the database as new institutions enter the market. Full                                     Ireland – 17                                  & CArIBBEAn                                   China – 20
                                                                                                           Isle of Man – 9                               Anguilla – 1                                  Cook Islands – 1
  search functionality plus Excel or CSV export for the search results.                                    Israel – 14                                   Antigua – 4                                   Hong Kong S.A.R. – 63
                                                                                                           Italy – 55                                    Argentina – 10                                India – 23
  Prices: each of 3 regions (EMEA, Americas, Asia Pacific):                                                                                                                                            Indonesia – 13
                                                                                                           Jordan – 5                                    Aruba – 1
  £750/$1600/€1200                                                                                         Kenya – 1                                     Bahamas – 26                                  Japan – 20
                                                                                                           Kuwait – 20                                   Barbados – 6                                  Korea – 9
  Global (all 3 regions): £1800/$3800/€2900.                                                               Lebanon – 15                                  Belize – 1                                    Malaysia – 22
                                                                                                           Libya – 1                                     Bermuda – 5                                   New Zealand – 11
  Printed volumes                                                                                          Liechtenstein – 25                            Brazil – 42                                   Philippines – 10
  Each region of the database – Europe, Middle East, Africa, or                                            Luxembourg – 38                               British Virgin Isles – 4                      Rep. of Kazakhstan – 1
                                                                                                           Malta – 3                                     Canada – 29                                   Singapore – 76
  The Americas, or Asia Pacific, is available in a handsomely bound,                                       Mauritius – 5                                 Cayman Islands – 18                           Taiwan – 16
  fully indexed volume, with a special price saving discount available                                     Monaco – 21                                   Chile – 5                                     Thailand – 10
  to those taking all 3 volumes. All orders are dispatched by courier.                                     Netherlands – 16                              Colombia – 5                                  Vanuatu – 2
                                                                                                           Nigeria – 9                                   Costa Rica – 1                                Vietnam – 3
  View sample pages showing typical wealth management company                                              Norway – 3                                    Ecuador – 3                                   TOTAL – 357
  profiles on the database.                                                                                Oman – 9                                      Guatemala – 1

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Publication                                       Version                  Price £ Price $ Price € Price CHF                         Order           Payment

Wealth Management Industry:                       Print                    £330     $700       €550    CHF 660
Europe, Middle East, Africa                       Online Standard          £450     $970       €750    CHF 900
                                                  Online Premium           £750     $1600      €1200   CHF 1500

Wealth Management Industry:                       Print                    £330     $700       €550    CHF 660
The Americas                                      Online Standard          £450     $970       €750    CHF 900
                                                  Online Premium           £750     $1600      €1200   CHF 1500

Wealth Management Industry:                       Print                    £330     $700       €550    CHF 660
Asia Pacific                                      Online Standard          £450     $970       €750    CHF 900
                                                  Online Premium           £750     $1600      €1200   CHF 1500

Wealth Management Industry:                       Print                    £795     $1700      €1300   CHF 1590
Global                                            Online Standard          £1,100   $2350      €1800   CHF 2200
                                                  Online Premium           £1,800   $3800      €2900   CHF 3600

Shipping for print publications: please add for each publication:          £30       $65       €50     CHF 60

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