RFi Group's Australian Private Banking Report 2020 investigates and reveals the latest trends and behaviour in the Private Banking and Wealth sector across Australia.
The report provides financial institutions with unique data driven global insights into the impact of these trends and how to most effectively design strategies to meet their customers’ needs over the next 12-24 months.
This is a must-read, essential and unique report for all financial service professionals working in the private banking and wealth sectors of Australian Banks.
The RFi Group Australian Private Banking April 2020 Report, is the latest report based on RFi Group’s Australian Private Banking Report (APBC). The APBC is one of RFi Group’s many ongoing syndicated studies focused on delivering actionable insights to financial services sectors across the globe. This report in particular, covers the key findings from a biannual survey of 750 plus High Net Worth (HNW) individuals. This report defines HNW clients to be those with investable assets equal to or exceeding one million dollars in value. It includes insights on a diverse range of private banking related topics such as brand awareness, drivers of private banking relationships, satisfaction, advocacy, and switching intention. The report also includes a thought-leading section focusing on the private banking family model and a case study on the implications of ‘New money’ vs ‘Old money’ in the private banking industry. Some key questions answered in these sections include: • What is the appeal of private banks offering family-oriented banking products/services? • What type of family-oriented banking products/services would HNW consumers take up?
• How do the needs of new HNW individuals differ from those who have inherited some/all their wealth (‘new money’ vs ‘old money’)?
All surveys have been anonymized.
Data Delivery: PDF Report
Subscription: This is an ongoing subscription.
Pricing: $39,950USD / annum
Market Availability: Other markets available on request to RFi Group
About RFi Group:
RFi Group is a global data-driven insights provider exclusively focused on financial services. We specialise in data and information gathering, customer-based insight generation and business decision support for the world’s leading financial service providers, as well as challengers, disruptive market participants and companies aligned to the FS sector.
We combine global intelligence and local knowledge to provide insightful, valuable and actionable recommendations, with a core focus on the provision of exceptional client service.
Covering 48 key global markets, with regional offices in Toronto, London, Singapore and Sydney RFi Group consistently provides clients with tailored advice and insights relevant to their specific market and business needs.
For more information on this report, please follow this link.