Private Banks Knowledge Center

The Private Banks Knowledge Center offers a wealth of information regarding managing your customer relationships, money and your business.

 

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    • 30 August 2010
    • A Shot of Espresso
    • All things need to be re-energized from time to time. Find out why the Federal Reserve (Fed) needs to step up to the challenge and provide the economy a “shot of espresso” to help propel it through the soft patch and return to acceleration. [... More]
    • 27 August 2010
    • Weekly Market Update: 27 August 2010
    • Our weekly market update on the economy, stocks and bonds. [... More]
    • 20 August 2010
    • Weekly Market Update: 20 August 2010
    • Our weekly market update on the economy, stocks and bonds. [... More]
    • 13 August 2010
    • Weekly Market Update: 13 August 2010
    • Our weekly market update on the economy, stocks and bonds. [... More]
    • 12 August 2010
    • July 2010 Market Update
    • During July, investors were able to look past much of the weak global economic data and instead focus on positive corporate earnings releases. [... More]
    • 06 August 2010
    • Investment Update: The Summer of Our Discontent
    • Bad news seems to be everywhere these days, affecting a majority of the drivers of economic growth. But the news isn't all bad. Solid companies are trading at reasonable valuation levels. The European sovereign debt crisis is looking less dire, and the “stress tests” conducted on banks in Europe were largely positive.  We believe the worst thing investors can do is take no action. [... More]
    • 06 August 2010
    • Weekly Market Update: 6 August 2010
    • Our weekly market update on the economy, stocks and bonds. [... More]
    • 31 July 2010
    • Weekly Market Update: 30 July 2010
    • Our weekly market update on the economy, stocks and bonds. [... More]
    • 23 July 2010
    • Weekly Market Update: 23 July 2010
    • Our weekly market update on the economy, stocks and bonds. [... More]
    • 20 July 2010
    • Second Quarter 2010 Market and Performance Update
    • Optimism in the first quarter turned to skepticism in the second quarter, as the sovereign debt crisis in peripheral Europe and a mixed bag of economic data raised questions about the sustainability of a global economic recovery. [... More]
    • 13 July 2010
    • Economic Outlook: Staying Upbeat in a Down Quarter
    • The Global Portfolio Strategies Team recently released a quarterly economic outlook report. [... More]
    • 17 June 2010
    • May 2010 Market and Performance Update
    • May was characterized by continued anxiety surrounding the Greek sovereign debt crisis. Although many global economic indicators continued to support the view that recovery has taken hold, worries about worldwide growth remained. In SEI's view, the global economy should continue to improve, but growth will not be uniform across all regions. [... More]
    • 03 June 2010
    • Investment Update: Why U.S. Investors Should Care About the Euro
    • Why should U.S. investors care about the sovereign debt troubles of Greece and other European countries? These issues can have a significant impact on domestic investments. [... More]
    • 02 June 2010
    • Investment Update: Market Volatility Continues
    • From a market perspective, the month of May had more than its fair share of challenges. In SEI’s view, the global economy should continue to fight its way forward, but it won’t be uniform across regions. [... More]
    • 18 May 2010
    • April 2010 Market Update
    • During April, investors displayed caution as tensions escalated regarding the Greek sovereign debt crisis. Economic data continued to be mixed, as global labor markets remained weak and the slow pace of growth stayed largely the same. [... More]
    • 07 May 2010
    • An Update on the Greek Sovereign Debt Crisis
    • In the past few weeks, concerns about whether or not Greece will default on payments related to its sovereign debt have reached a fever pitch. The Dow Jones Industrial Average plunged nearly 1,000 points before recovering significantly, ending the day down just over 300 points. [... More]
    • 20 April 2010
    • Commentary: First Quarter 2010 Market and Performance Update
    • In SEI’s view, the global economy should continue to improve, but growth will not be uniform across all regions. Emerging markets are the clear leaders so far. The key concern continues to be the exit from governmental stimulus packages. Read the full commentary. [... More]
    • 15 April 2010
    • Economic Outlook: The Emergence of Divergence?
    • It is evident that the world’s economies are no longer marching in tandem. Instead, it has become a three-track world. Read a summary from our Global Portfolio Strategies Team and request the full-length paper. [... More]
    • 18 March 2010
    • Commentary: February 2010 Market and Performance Update
    • Although the tone for February was cautious due to concerns about possible government bond defaults and mixed economic data, investors pushed equity markets higher on hopes of further economic recovery. Market activity for the month reflected our view that the global economy is on the path to recovery but still faces hurdles along the way. [... More]
    • 24 February 2010
    • Commentary: January 2010 Market and Performance Update
    • Global equity markets fell on concerns that tighter regulations will stymie growth, Greek government bonds were downgraded and Japanese government bonds were warned of a possible downgrade, and the Japanese yen and the U.S. dollar strengthened against sterling and the euro. [... More]
    • 03 February 2010
    • 2010 Economic Outlook
    • We expect a sustained economic recovery in 2010, although there remain obvious areas of weakness — the household sector, small business, state and local governments and construction. Download our 13-page commentary. [... More]
    • 18 January 2010
    • Commentary: Fourth Quarter 2009 Market and Performance Update
    • SEI believes there have been continued signs of improvement in the world economy during the past quarter, which should keep the recovery in the global financial markets on track, although the pace of gains is likely to be more tempered in the months ahead. [... More]
    • 18 December 2009
    • Commentary: November 2009 Market and Performance Update
    • SEI believes there have been sufficient signs of improvement in the world economy in recent months to keep the recovery in the global financial markets on track, although the pace of gains is likely to be more tempered in the months ahead. [... More]
    • 18 November 2009
    • Commentary: October 2009 Market and Performance Update
    • We believe there have been sufficient signs of improvement in the world economy in recent months to keep the recovery in the global financial markets on track, although the pace of gains is likely to be more tempered in the months ahead. In particular, we would expect to see a more balanced performance between high- and low-quality stocks, large versus small companies and developed versus emerging markets. [... More]
    • 28 October 2009
    • Commentary: Third Quarter 2009 Market and Performance Update
    • A combination of improvement in economic indicators and an increasing appetite among investors to take on additional risk continued to drive stock and bond markets higher over the third quarter. [... More]
    • 07 October 2009
    • Commentary: Global Banks and Systemic Risk
    • There was a time when global banks, these large multi-national financial institutions with asset sizes in the trillions of dollars, were lauded for their acumen in growing assets, diversifying their portfolio across the globe and having the scale to exercise market-moving trades. What became clear in the last two years was the ripple effect that these banks can have across their peers and the entire financial market when they crash. [... More]
    • 28 September 2009
    • Commentary: Oil Prices and the Economy
    • The Global Portfolio Strategies Team has published an article exploring the prospect for a longer-term trend of rising oil prices to create headwinds for U.S. economic growth. [... More]
    • 16 July 2009
    • Commentary: Stop Bashing the Buck
    • In our opinion, deficit spending and aggressive monetary easing have been appropriate responses to the crisis, preventing an even steeper downturn (and the associated revenue drain from the government’s coffers) than might have otherwise occurred. [... More]
    • 13 March 2009
    • Stimulus Package: An Overview and Outlook
    • At the present time, we see nothing in the stimulus package that would lead to changes in our asset allocation recommendations. Active managers can be expected to find opportunities in this environment. [... More]
    • 10 December 2008
    • Commentary: A Brief History of US Economic Crises: 1929 - Present
    • While no two economic crises have been alike, one factor that they share is that they have all ultimately ushered in a new age of economic growth and prosperity of varying length—hopefully with many lessons learned. [... More]
    • 10 December 2008
    • Commentary: Commercial Mortgage-Backed Securities
    • The recent spread widening in the commercial mortgage-backed securities sector has been driven more by technical conditions, rather than a real deterioration of credit fundamentals. That is not to say that the fundamental credit outlook for the commercial real estate sector is positive. [... More]
    • 19 November 2008
    • The Transformation of Wealth Management - Part 2
    • By 2007, high-net-worth investors around the globe had accumulated assets valued at approximately 50 trillion US dollars, yet only half of that wealth was managed by professionals. A recent VIP Forum study may help to explain the discrepancy. [... More]
    • 10 November 2008
    • Commentary: Timeline of Central Bank and Government Action During Credit Crisis
    • SEI has created a timeline of action taken by governments and central banks of the US, UK and Europe to deal with the continuing credit crisis. This is not meant to be an exhaustive list of every action taken, but should include all significant steps taken through November 7, 2008. [... More]
    • 27 October 2008
    • Commentary: Presidential Elections and the Stock Market
    • As volatile as the markets and economy have been, investors wonder what a victory for either candidate might mean to them financially. While that is nearly impossible to predict with any sense of certainty, history can tell us a great deal about how the equity markets have reacted post election. [... More]
    • 29 July 2008
    • Retirement Quick Poll: Keeping Clients Focused
    • SEI conducted a quick poll to better understand the concerns and attitudes of investors as they plan for retirement, as well as the challenges bank wealth managers face in serving them. [... More]
    • 15 May 2008
    • War for Talent Whitepaper
    • SEI conducted two surveys in 2007 to identify the most important factors influencing a firm's ability to attract and retain high performing Relationship Managers. The first study targeted top executives within wealth management organizations, while the second study sought the opinions of RMs themselves.

      [... More]
    • 25 October 2007
    • The War for Talent - 2007 Q3 Relationship Manager Quick Poll Results
    • SEI recently conducted a Private Banking Quick Poll that indicates Relationship Managers are more strongly motivated to stay at their current job based on their employer's culture versus their compensation. [... More]
    • 01 October 2007
    • SEI Executive Quick Poll Verifies that the War for Relationship Management Talent Exists Globally
    • SEI released an Executive Quick Poll today that shows increased relationship management turnover and compensation expenses in 2006, particularly in countries outside the United States. Poll respondents indicated that brand, culture, and strategic business direction were critical to recruiting and retaining talent. [... More]
    • 01 October 2007
    • Open Architecture and its Role In Wealth Management
    • SEI's Ron Albahary, Managing Director for the Private Client Asset Management Group, discussed the opportunities and challenges of open architecture for banks, its historical place in the industry and the rationale for both wealth managers and clients. [... More]
    • 01 October 2007
    • Client Needs Discovery: A Powerful Tool to Improve Your Results
    • SEI delivered a presentation entitled "Client Needs Discovery: A Powerful Tool to Improve Your Results" at SourceMedia's Seventh Annual Wealth Management Forum in Chicago, which discussed how unmet needs among the emerging wealthy present a tremendous opportunity for bank wealth management organizations. [... More]
    • 01 March 2006
    • Building Relationships with Wealthy Boomers
    • This new report entitled Discovery: A Fresh Approach to Building Relationships with Wealthy Boomers examines the need for wealth managers at banks and trust institutions to transform their business in order to successfully meet the needs of the emerging baby boomer wealth market. [... More]
    • 02 March 2005
    • Delivering to Boomers
    • Read the transcript from the keynote address at the 2005 ABA Wealth Management and Trust Conference given by Al West, Chairman and CEO of SEI. [... More]

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