Service Providers

Published on June 2016 | Categories: Types, Presentations | Downloads: 64 | Comments: 0 | Views: 599
of 1
Download PDF   Embed   Report

Banking industry service providers for financial markets participants

Comments

Content

Types of Service Providers and their targets
Providers

Presence
Loca
l

Service

Range of
products

Personalize
d

Narrow

Target

Globa
l

Standardize
d

Wide

Universal/Commercial
Banks

X

X

X

Merchant/Investment
banks

X

X

X

Trust Banks

o

Category I

Traditional Private Banks

Global Clientele
X

X

X

X

o

Financial boutiques

X

o

Ateliers

X

X

Independent Asset
Managers

X

X

o

Intermediaries

X

X

X

Category II
o
X

HNWI's &
UHNWI's

Category III

X and o defines a different strength of the item: X means strongly related to the item; o weak relation to the
o
X item
X
The picture that evolves, therefore, is that private banking (or wealth management) industry is rather
Life
Insuranceand
Companies
X
X
X
X
fragmented
is subject to intense
competition.

Mutual Fund Companies

Affluent

Sponsor Documents

Or use your account on DocShare.tips

Hide

Forgot your password?

Or register your new account on DocShare.tips

Hide

Lost your password? Please enter your email address. You will receive a link to create a new password.

Back to log-in

Close