Wealth Management Market Research Reports

• 1.1. 2017 was a good year for the wealth management industry
• Ratios only shifted modestly at most wealth management units

Global Wealth Management: Competitive Dynamics 2018 Financial Report Code: FS##IA Author: Andrew Haslip ##.

• Private Banking
• Wealth Management
• World

• 3.3. Automated investment services will be offered through non-financial services institutions
• 4.2. Lending has become more of a priority for major wealth managers

2020: Trends to Watch in Wealth Management Financial Author: Andrew Haslip ##.

• Wealth Management
• China
• World
• Demand
• Citibank, N.A.

• GLOBAL WEALTH MANAGEMENT PLATFORM MARKET
• GLOBAL WEALTH MANAGEMENT PLATFORM MARKET

Figure ##. ##.

• Wealth Management
• World
• Forecast
• Broadridge Financial Solutions, Inc.
• Temenos Group AG

• BANK OF AMERICA HAS TWO WEALTH MANAGEMENT BUSINESSES
• Andy Sieg - President of Merrill Lynch Wealth Management

The number of wealth advisors employed by Bank of America rose ##% to ##, ## in 2018. - As of March 2019, GWIM had ##, ## advisors.

• Banking
• Private Banking
• Wealth Management
• United States

• 5.1.2. INVESTORS SEEK PEACE OF MIND AND EXPERT WEALTH MANAGEMENT
• 5.1.1. US HNW INVESTORS PREFER TO USE A FEW WEALTH MANAGEMENT FIRMS

US Wealth Management: HNW Investors 2019 Financial Author: Stuart Webber December 2019 ##.

• Private Banking
• Wealth Management
• United States
• Demand

• 9.2.1. GLOBALDATA'S 2019 GLOBAL WEALTH MANAGERS SURVEY
• 9.4. Further reading

China Wealth Management: HNW Investors 2019 Financial Author: Genevieve Watson ##.

• Private Banking
• Wealth Management
• China
• Demand

• 4.1. BETTER RETURNS THROUGH ADVISORS DRIVES DEMAND FOR PROFESSIONAL WEALTH MANAGEMENT
• 8.3.2. GLOBALDATA'S 2019 GLOBAL WEALTH MANAGERS SURVEY

UK Wealth Management: HNW Investors 2019 Financial Author: Sergel Woldemichael March2020 ##.

• Private Banking
• Wealth Management
• United Kingdom
• Demand

• 9.2. Definitions
• 8. HNW Product and Service Demand

Australia Wealth Management: HNW Investors 2019 Financial January2020 ##.

• Private Banking
• Wealth Management
• Australia
• Demand

• 8.2. Definitions
• 7. HNW Product and Service Demand

New Zealand Wealth Management: HNW Investors 2019 Financial Author: GenevieveWatson October2019 ##.

• Private Banking
• Wealth Management
• New Zealand
• Demand

EXECUTIVE SUMMARY ##.

• Private Banking
• Wealth Management
• APAC
• World
• Demand

• Macroeconomic Overview

It also offers wealth management and asset management services with CHF##bn ($##. ##bn) in AUM.

• Private Banking
• Wealth Management
• Switzerland
• Forecast
• Banque Cramer & Cie SA

• Methodology - Wealth Management
• Wealth Management Market Segmentation

Figure ##: Global Wealth Management Historic Market, 2013 - 2017, $ Billion Table ##: Global Wealth Management Historic Market, 2013 - 2017, $ Billion The global Wealth Management market grew from $##. ## billion in 2013 to $##.

• Wealth Management
• World
• Market Size
• NorthStar Asset Management Group Inc.
• NorthStar Realty Finance Corp.

• Asian wealth management 2017 highlights
• CITIGROUP'S WEALTH MANAGEMENT BUSINESS IS LESS DEPENDENT ON ACQUISITIONS FOR GROWTH

All of the wealth management companies we profile are approached for an interview.

• Wealth Management
• North America
• United States
• World
• Citigroup Inc.

• WEALTH MANAGEMENT PLATFORM, BY REGION
• WEALTH MANAGEMENT PLATFORM MARKET

EUROPE: WEALTH MANAGEMENT PLATFORM MARKET SIZE, BY COUNTRY, 2015-2022 (USD MILLION) ## ##. ##. ## B Y C O U N T R Y ## ##. ##. ##. ## G e r m a n y TABLE ## Germany is one of the leading wealth management platform markets across the

• Wealth Management
• Broadridge Financial Solutions, Inc.
• ComArch S.A.
• Fiserv, Inc.
• Temenos Group AG

• 5.4.1. FAITH-BASED DIGITAL PLATFORMS ARE EXPANDING IN THE WEALTH MANAGEMENT INDUSTRY
• 4.1. Adoption of technology in wealth management has been growing

2019: Trends to Watch in Global Wealth Management Financial Author: Bartosz Golba Andrew Haslip Heike van den Hoevel Sergel Woldemichael ##.

• Cybercrime
• Private Banking
• Wealth Management
• World

Asset and Wealth Management Market - Global Industry Analysis, Size, Share, Growth, Trends, and Forecast, 2019 - 2027 ##.

• Private Banking
• Wealth Management
• APAC
• World
• Market Size

• Deutsche Bank Wealth Management
• DEUTSCHE BANK WEALTH MANAGEMENT PROVIDES A HOLISTIC OFFERING

The bank' s wealth management division sits within the private bank division, which is one of four main business segments.

• Printed Circuit Board
• Wealth Management
• Germany
• World
• Company

Global Wealth Management Software Market (2018 - 2024) Chapter ##.

• Wealth Management
• North America
• United States
• World
• Market Size

• Deutsche Bank Wealth Management
• DEUTSCHE BANK WEALTH MANAGEMENT PROVIDES A HOLISTIC OFFERING

The bank' s wealth management division sits within the private and commercial bank division, which is one of three main business segments.

• Printed Circuit Board
• Wealth Management
• Germany
• World
• Postbank Group

• Average wealth management unit cost to revenue ratio
• 2.6. Net new money to the wealth management elite continued to decline in 2016

Figure ##: The top wealth managers saw a bounce in AUM, almost matching the wider market acceleration Source: GlobalData' s Wealth Management Competitor Analytics and Wealth Markets Analytics ##. ##.

• Private Banking
• Wealth Management
• United States
• World
• Barclays Bank PLC

• Deutsche Bank Wealth Management
• DEUTSCHE BANK WEALTH MANAGEMENT PROVIDES A HOLISTIC OFFERING

The bank' s wealth management division sits within the private and commercial bank division, which is one of three main business segments.

• Private Banking
• Wealth Management
• Germany
• World

Europe Wealth Management Software Market (2018 - 2024) Chapter ##.

• Private Banking
• Wealth Management
• Europe
• Market Size

Asia Pacific Wealth Management Software Market (2018 - 2024) Chapter ##.

• Private Banking
• Wealth Management
• APAC
• Market Size

North America Wealth Management Software Market (2018 - 2024) Chapter ##.

• Private Banking
• Wealth Management
• North America
• United States
• Market Size

• HSBC PRIVATE BANK'S CONTRIBUTION TO GROUP PERFORMANCE
• Bubble size: relative value Color: year-on-year change (blue = base year)

Some wealth management operations are also run within HSBC' s Retail Banking and Wealth Management business.

• Private Banking
• Wealth Management
• Europe
• United Kingdom
• World

Latin America, Middle East & Africa Wealth Management Software Market (2018 - 2024) Chapter ##.

• Software
• Wealth Management
• Market Size

• 3. Technology in Wealth Management: Drivers for
• 3.4. Large wealth management organizations struggle with costs

This is indeed one of the challenges the wealth management industry is facing.

• Private Banking
• Wealth Management
• World

• Wealth divisions tracked in Wealth Management Competitor Analytics
• Wealth management unit standard minimum thresholds, 2015

(Many of the other wealth managers covered in our Wealth Management Super League are active in the retail space, but do not report retail AUM; Standard Chartered' s Priority Banking is one example).

• Private Banking
• Wealth Management
• United States
• BNP Paribas Group
• Charles Schwab & Co., Inc.

• Sector Impact: Wealth Management
• Top 40 global wealth managers: Hiring across groups globally

Wealth Management ##.

• Wealth Management
• Europe
• United Kingdom
• World
• Demand

• ROBO-ADVISORS: COMPLEX ALGORITHMS AND AI ARE PROVING POPULAR IN WEALTH MANAGEMENT
• ROBO-ADVISORS: COMPLEX ALGORITHMS AND AI ARE PROVING POPULAR IN WEALTH MANAGEMENT

One of key uses of this product is for people that may want to get some advice without the costly use of a human financial advisor and this can be a key use for this type of product and does open up new customers to the wealth management industry.

• Private Banking
• Wealth Management
• United States
• World