Wealth Management Industry Americas

The International Wealth Management Industry Database from Highworth Research provides authoritative information on private banks, and family offices, both comprising the key segments in the international wealth management industry, currently the fastest growth sector in financial services.

Comprehensive coverage

Over 900 private banks are profiled in The Wealth Management Industry: the Americas, covering the majority of the private banking industry in the U.S., Canada, Latin America, and the Caribbean, the region representing over 50% of the world's millionaire households. Additionally over five hundred multi-family offices and single family offices, representing in excess of 70% of the estimated assets under management of the family office sector in this region, are also profiled. Each institution is identified, from the largest multinational wealth management corporations through to small private banks in Caribbean offshore tax havens, and from the wealth management divisions of large retail banks through to discreetly run private investment offices serving ultra high net worth families.

Research method

The research was conducted by a multilingual team of analysts at Highworth Research Ltd, a London publisher specialising in studies of the international wealth management industry. Coverage of the industry is international, with foreign language data translated into English where required. Data is presented in a standardised structure to facilitate comparison and benchmarking between institutions. Financial reporting is usually in the national currency. All data has been submitted to the institutions concerned for verification.

Valuable data

The data provided includes the identification of the institution and its contact details, parent company, subsidiaries, major additional offices, profile of its wealth management business, staff numbers, management names and job titles, wealth management services offered, number of clients, minimum net worth required for mass affluent , high net worth, and ultra high net worth clients, fees levied, summary financial accounts for past two years, value of assets under management, and regulatory authority. (Information may vary between institutions depending on the level of disclosure provided.) Indexes classify wealth managers: By type of wealth management institution; by country; by type of service provided; by executive/employer affiliation.

Online or print publication

This publication is available on annual subscription as an online searchable database with frequent updates, or as an annually published printed volume.