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The Private banking and wealth management survey 2012: Methodology
For this survey, private banking is defined as banking services
targeted at wealthy clients. The most obvious respondents would
be customers, but given their desire for secrecy and the issues
of finding a representative sample, this was problematic. We
have therefore asked the private banks to identify the
companies they admire as the top providers of competitive and
banks were emailed an online questionnaire, or were able to
access the questionnaire directly from the homepage at
The survey had two
distinct components this year: Part A (performance figures) and
Part B (nominations).
For Part A, heads of
private banking/marketing/business development were asked to
provide regional level: (i) their banks latest reported
audited annual non-institutional private banking assets under
management (AUM); (ii) annual AUM growth rate; (iii) number of
employees in private banking division average for latest
audited year; (iv) net income from private banking
latest audited annual figures; (v) year-on-year percentage
change in annual net income; and (vi) percentage change in net
new assets. At country level they were asked for: (i) latest
year-on-year percentage change in the number of private banking
clients; (ii) latest year-on-year percentage change in private
banking gross revenue; and (iii) latest year-on-year percentage
change in private banking net income.
The best private banking
services overall category in each region/country was 70%
weighted by the nominations received in Part B and 30% weighted
by the data reported in Part A. For each of the variables in
Part A, the banks were awarded pro-rata points, based on their
share of the total.
In Part B, we were
interested in the views of frontline banking staff
individual employees with a perspective on the relative merits
and demerits of their banks, and their competitors. We asked
voters to identify the country about which they had the most
knowledge. They then nominated the peers in that country they
thought were best, second and third in each category. We
awarded four, three and two points, respectively, to each of
those nominations in that category and country. We also awarded
a small number of points to the respondents own firm for
each nomination provided.
The nominations used to
produce the global and regional results are aggregates of the
country nominations. Regional Part A figures were used for the
regional and global results, and country Part A figures were
used for the country results.
The survey was conducted
from August 5 to October 26, 2011. We received 747 valid Part A
forms (74% up on last year), representing $8.7 trillion of
assets under management, while 1,669 valid Part B votes were
submitted (4% up on last year).
For more information, contact Kalin Trifonov at firstname.lastname@example.org.