Tag Archives: Offshore

Offshore Financial Services in Switzerland — Aarkstore Enterprise

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Introduction

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

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%.

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Offshore Financial Services in Jersey, 2000-07—Aarkstore Enterprise Market Research Aggregation

Introduction

This databook examines the deposits, mutual funds and insurance sectors held in Jersey from 2000 to mid-2008, segmenting these assets by onshore/offshore and retail/institutional customers.

Scope

*Segments assets by client base: retail vs. institutional, and onshore clients vs. offshore clients

*Includes 8 years of historic data

*Includes deposits and mutual funds

Highlights

Deposits in Jersey increased at a compound annual growth rate (CAGR) of 7.2% over the 2002-2007 period. Deposits from offshore customers accounted for 83.8% of the total deposits in 2007.

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Offshore Financial Services in Singapore, 2000-07 —Aarkstore Enterprise Market Research Aggregation

Introduction
 
 This databook examines the deposits, mutual funds and insurance sectors held in Singapore from 2000 to mid-2008, segmenting these assets by onshore/offshore and retail/institutional customers.
 
 Scope
 
 *Segments assets by client base: retail vs. institutional, and onshore clients vs. offshore clients
 
 *Includes 8 years of historic data
 
 *Includes deposits and mutual funds
 
 Highlights
 
 Deposits in Singapore increased at a compound annual growth rate (CAGR) of 11.9% over the 20022007 period. Deposits from onshore customers accounted for 89.9% of the total deposits in 2007.
 
 In 2007, mutual fund investments from institutional customers accounted for 43% of the total mutual funds.
 
 Investments via mutual funds in Singapore increased at a CAGR of 22.5% over the 20022007 period. Mutual fund investments from offshore customers accounted for 86% of the total mutual funds investment in Singapore in 2007.
 
 Reasons to Purchase
 
 *Identify growth in offshore business in this centre
 
 *Know how the credit crisis is affecting offshore deposits and funds in this centre
 
 *Compare onshore versus offshore deposits and mutual funds to identify which customer base is being most affected
 
 
 
Table of Contents : 
 Catalyst 1
 Summary 1
 TOTAL DEPOSITS – SINGAPORE 5
 Offshore versus onshore deposits, 2002–2007 5
 TOTAL MUTUAL FUNDS – SINGAPORE 7
 Offshore versus onshore deposits, 2002–2007 7
 Retail versus institutional, 2002–2007 9
 APPENDIX 11
 Methodology 11
 Related Research 12
 How to contact experts in your industry 12
 Disclaimer 12
 
 
 LIST OF FIGURES
 Figure 1: Total deposits in Singapore, offshore versus onshore, 2002–2007 ($m) 5
 Figure 2: Total mutual funds in Singapore, offshore versus onshore, 2002–2007 ($m) 7
 Figure 3: Total mutual funds in Singapore, retail versus institutional, 2002–2007 ($m) 9
 
 
 LIST OF TABLES
 Table 1: Total deposits in Singapore, offshore versus onshore, 2002–2007 ($m) 6
 Table 2: Total deposits in Singapore, offshore versus onshore, 2002–2007 (%) 6
 Table 3: Total mutual funds in Singapore, offshore versus onshore, 2002–2007 ($m) 8
 Table 4: Total mutual funds in Singapore, offshore versus onshore, 2002–2007 (%) 8
 Table 5: Total mutual funds in Singapore, retail versus institutional, 2002–2007 ($m) 10
 

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Offshore Financial Services in Hong Kong, 2000-07—Aarkstore Enterprise Market Research Aggregation

Introduction
 
 This databook examines the deposits, mutual funds and insurance sectors held in Hong Kong from 2000 to mid-2008, segmenting these assets by onshore/offshore and retail/institutional customers.
 
 Scope
 
 *Segments assets by client base: retail vs. institutional, and onshore clients vs. offshore clients
 
 *Includes 8 years of historic data
 
 *Includes deposits and mutual funds
 
 Highlights
 
 Deposits in Hong Kong increased at a compound annual growth rate (CAGR) of 12.1% over the 2002-2007 period. Deposits from onshore customers accounted for 80.2% of the total deposits in 2007.
 
 In 2007, mutual fund investments from institutional customers accounted for 76.6% of the total mutual funds.
 
 Investments via mutual funds in Hong Kong increased at a CAGR of 25.8% over the 2002-2007 period. Mutual fund investments from offshore customers accounted for 72.4% of the total mutual funds investment in Hong Kong in 2007.
 
 Reasons to Purchase
 
 *Identify growth in offshore business in this centre
 
 *Know how the credit crisis is affecting offshore deposits and funds in this centre
 
 *Compare onshore versus offshore deposits and mutual funds to identify which customer base is being most affected
 
 
 
Table of Contents : 
  Catalyst 1
 Summary 1
 TOTAL DEPOSITS – HONG KONG 5
 Offshore versus onshore deposits, 2002–2007 5
 TOTAL MUTUAL FUNDS – HONG KONG 7
 Offshore versus onshore deposits, 2002–2007 7
 Retail versus institutional, 2002–2007 9
 APPENDIX 11
 Methodology 11
 Related Research 12
 How to contact experts in your industry 12
 Disclaimer 12
 
 
 LIST OF FIGURES
 Figure 1: Total deposits in Hong Kong, offshore versus onshore, 2002–2007 ($m) 5
 Figure 2: Total mutual funds in Hong Kong, offshore versus onshore, 2002–2007 ($m) 7
 Figure 3: Total mutual funds in Hong Kong, retail versus institutional, 2002–2007 ($m) 9
 
 
 LIST OF TABLES
 Table 1: Total deposits in Hong Kong, offshore versus onshore, 2002–2007 ($m) 6
 Table 2: Total deposits in Hong Kong, offshore versus onshore, 2002–2007 (%) 6
 Table 3: Total mutual funds in Hong Kong, offshore versus onshore, 2002–2007 ($m) 8
 Table 4: Total mutual funds in Hong Kong, offshore versus onshore, 2002–2007 ($m) 8
 Table 5: Total mutual funds in Hong Kong, retail versus institutional, 2002–2007 ($m) 10
 

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Offshore Financial Services in Switzerland, 2000-07—Aarkstore Enterprise Market Research Aggregation

Introduction

This databook examines the deposits, mutual funds and insurance sectors held in Switzerland from 2000 to mid-2008, segmenting these assets by onshore/offshore and retail/institutional customers.

Scope

*Segments assets by client base: retail vs. institutional, and onshore clients vs. offshore clients

*Includes 8 years of historic data

*Includes deposits and mutual funds

Highlights

Deposits in Switzerland increased at a compound annual growth rate (CAGR) of 12.5% over the 2002-2007 period. Deposits from onshore customers accounted for 50.7% of the total deposits in 2007.

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