To the best of your knowledge, what is the discretionary portfolio management penetration rate at your bank?
- < 5% (37%)
- 11-20% (30%)
- 6-10% (26%)
- > 30% (6%)
- 21-30% (1%)
Start Date: 3 May 2016 @ 3:31 pm
End Date: No Expiry
What are your clients' most common uses for life insurance in the context of their wealth planning portfolio?
- Family legacy planning (63%)
- Succession planning (25%)
- Other (13%)
- Investment (0%)
Start Date: 27 April 2016 @ 4:55 pm
End Date: No Expiry
What proportion of your current clients have life insurance policy holdings?
- <5% (51%)
- 5-10% (29%)
- >10% (20%)
Start Date: 18 April 2016 @ 4:22 pm
End Date: No Expiry
Which of the following would you recommend your client to increase allocation for in next 6 months?
- Equities (52%)
- Credits (25%)
- Commodities (23%)
Start Date: 11 April 2016 @ 5:42 pm
End Date: No Expiry
How long does it take, on average, to set up a private banking account in Asia for the first time?
- 1-2 months (50%)
- 3-4 months (36%)
- More than 4 months (14%)
Start Date: 29 March 2016 @ 4:00 pm
End Date: No Expiry
How many private banks is the average high net worth client in Asia banking with today?
- 3-4 (64%)
- 5 or more (20%)
- 1-2 (16%)
Start Date: 21 March 2016 @ 3:01 pm
End Date: No Expiry
As a private banker, how big do you think your estimated book size should be at director level?
- US$100-200 million (40%)
- US$200-300 million (36%)
- More than US$300 million (20%)
- US$50-100 million (4%)
Start Date: 14 March 2016 @ 3:48 pm
End Date: No Expiry
Which of the banks rumoured to be interested in Barclays' Asia wealth management business will come out tops?
- DBS (43%)
- Julius Baer (16%)
- OCBC (14%)
- UOB (10%)
- Nomura (9%)
- Other (8%)
Start Date: 7 March 2016 @ 3:04 pm
End Date: No Expiry
If you were a private banker looking for a new job, the key consideration, after remuneration, would be -
- quality of product platform. (42%)
- investment advisory & counselling support. (26%)
- access to lending. (19%)
- sales autonomy. (13%)
Start Date: 29 February 2016 @ 4:02 pm
End Date: No Expiry
Asian stock markets rebounded last week and this is ...
- part of market volatility. (52%)
- a flash in the pan, with the worse yet to come. (32%)
- a sign that the market is bottoming out. (16%)
Start Date: 22 February 2016 @ 3:03 pm
End Date: No Expiry
What proportion of potential clientele do private banks reject today, due to unsatisfactory answers to the due diligence question "Where does your money come from?"
- More than 30% (37%)
- Less than 10% (33%)
- Not more than 30% (30%)
Start Date: 15 February 2016 @ 3:15 pm
End Date: No Expiry
Are you planning to find a new job in the next six months?
- No (55%)
- Yes (45%)
Start Date: 1 February 2016 @ 5:45 pm
End Date: No Expiry
How will relationship manager headcounts at Asian private banks change in 2016 compared to 2015?
- Largely unchanged, or reduced (50%)
- Grow by 1-10% (29%)
- Grow by 11% or more (21%)
Start Date: 1 February 2016 @ 3:09 pm
End Date: No Expiry
How many private banking businesses in Asia do you expect to exit or be acquired over the next two years?
- More than 3 (53%)
- 2-3 (36%)
- 0-1 (11%)
Start Date: 25 January 2016 @ 4:31 pm
End Date: No Expiry
How will Tsai Ing-wen's win in the Taiwan election affect Taiwanese HNWIs' wealth flows in the two major booking centres of Hong Kong and Singapore?
- Status quo and future trajectory unchanged (64%)
- Future Taiwanese inflows will benefit Singapore more (28%)
- Future Taiwanese inflows will benefit Hong Kong more (8%)
- This will trigger immediate outflows from Hong Kong into Singapore (0%)
- This will trigger immediate outflows from Singapore into Hong Kong (0%)
Start Date: 18 January 2016 @ 3:13 pm
End Date: No Expiry
Markets kicked off with significant losses in the Chinese equity market. How do you expect Asia's high net worth investors who are holding A-shares to respond in the coming weeks?
- Buy now because markets have nearly bottomed (50%)
- Hold and wait for a better selling point (27%)
- Sell and buy H-shares (15%)
- Sell now because the bottom is not in sight (8%)
Start Date: 11 January 2016 @ 4:37 pm
End Date: No Expiry
Chinese stocks have started 2016 with a whimper on the back of weak manufacturing data - what does this mean for the year?
- It raises concerns but nothing that is surprising. (57%)
- It raises new, unseen concerns. (19%)
- This is bad. (19%)
- Nothing, it’s a one-off. (5%)
Start Date: 4 January 2016 @ 5:03 pm
End Date: No Expiry
How much of a salary increment are you expecting in the new year?
- None (40%)
- 10% or less (38%)
- Over 20% (15%)
- 11-20% (7%)
Start Date: 21 December 2015 @ 3:04 pm
End Date: No Expiry
How often, on average, do you see your private banking client?
- Once a week (35%)
- Once a quarter (18%)
- Once a month (18%)
- Once a fortnight (18%)
- Less than once a quarter (11%)
Start Date: 14 December 2015 @ 3:51 pm
End Date: No Expiry
