Global Wealth Managers - Competitive Dynamics 2020

Global Wealth Managers - Competitive Dynamics 2020

  • October 2020 •
  • 41 pages •
  • Report ID: 5978416 •
  • Format: PDF
Global Wealth Managers - Competitive Dynamics 2020

Summary
This report benchmarks the world’s leading wealth managers by managed client assets and financial performance.The report covers the 44 most prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups.

All international public wealth managers with over $100bn in private client AUM are featured in the report.

The leading wealth managers around the world entered 2020 in a relatively strong position with a stellar year for client assets, driven both by a buoyant market and positive client inflows. The cost-to-revenue ratio also improved after a couple of stagnant years, driven mostly by higher revenues significantly outpacing growth in costs.

Scope
- lient assets ended 2019 at an all-time high, before crashing in March.
- Half-year data in 2020 suggests the big wealth brands will grow client assets under management (AUM) by the end of 2020.
- Cost/revenue ratios improved in 2019, putting wealth managers in a good position for the crisis.
- COVID-19 did hammer the portfolios of all major wealth managers, but a swift recovery in client AUM is already underway, driven by positive net inflows and market performance.

Reasons to Buy
- Benchmark your AUM and financial performance against the biggest players in the industry.
- Understand the challenges in growing client assets in different geographies.
- Learn about your competitors’ strategies related to expanding client books.
- Find out how profitable the wealth management business is.
- Identify the industry’s best practices in managing operating costs and boosting revenues.
- Discover how wealth managers’ M&A activity affects their financial performance.
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