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  • Wealth Management Market Segmentation
  • Methodology - Wealth Management

The wealth management market comprises establishments engaged in planning, advising and managing various kinds of assets. This market covers financial and investment advice, retirement planning and legal or estate planning but excludes accounting and tax services. Market is the revenue generated from the fees and commissions levied...

  • Wealth Management
  • World
  • Market Size
  • NorthStar Asset Management Group Inc.
  • NorthStar Realty Finance Corp.
  • WEALTH MANAGEMENT PLATFORM MARKET: ASSUMPTIONS
  • WEALTH MANAGEMENT PLATFORM MARKET, BY REGION

Constant rise in the number of global High Net Worth Individuals (HNWIs) and compliance with stringent industry regulations are expected to drive the wealth management platform market The global wealth management platform market size is expected to grow from USD 1.70 billion in 2017 to USD 3.20 billion by 2022, at a Compound Annual...

  • Wealth Management
  • World
  • Market Size
  • Broadridge Financial Solutions, Inc.
  • Fiserv, Inc.
  • 3. Technology in Wealth Management: Drivers for
  • 5.5. Blockchain remains untouched territory in wealth management

Technology in Wealth Management: Drivers for Adoption and Future Trends Summary Investing in technology has leapt to the top of most wealth managers’ agendas. The emergence of robo-advisors has triggered an interest in changing investor demographics and new approaches to client segmentation. On the other hand, shrinking...

  • Private Banking
  • Wealth Management
  • World
  • GlobalData's company
  • Average wealth management unit cost to revenue ratio
  • 2.6. Net new money to the wealth management elite continued to decline in 2016

Global Wealth Management: Competitive Dynamics Summary At the end of 2016, client assets managed by the world’s top private wealth managers had grown by about 6.1% to cross a record $10tn. While a welcome return to growth after 2015’s lackluster performance, the growth was fueled more by higher asset...

  • Private Banking
  • Wealth Management
  • United States
  • World
  • Barclays Bank PLC
  • 7.5. FURTHER READING
  • 7.2. DEFINITIONS

2018: Trends to Watch in Global Wealth Management Summary Regulation, innovation, and intergenerational change will be key items on wealth managers’ agenda in 2017. Compliance with the now in-force Common Reporting Standard (CRS) and Markets in Financial Instruments Directive II (MiFID II) will be as crucial as responding...

  • Wealth Management
  • United States
  • World
  • Demand
  • GlobalData's company
  • Deutsche Bank Wealth Management
  • DEUTSCHE BANK WEALTH MANAGEMENT PROVIDES A HOLISTIC OFFERING

Super League In-Depth Analysis: Deutsche Bank Wealth Management 2017 - Tracking the world’s major competitors in wealth management Summary "Super League In-Depth Analysis: Deutsche Bank Wealth Management 2017", is a comprehensive analysis of Deutsche Bank’s wealth management operations. It offers...

  • Private Banking
  • Wealth Management
  • Germany
  • United States
  • World
  • Wealth Management Market, Split By Segments, 2016, $ Billion
  • Wealth Management Market, Split By Segments, 2016, $ Billion

The wealth management market comprises establishments engaged in planning, advising and managing various kinds of assets. This market covers financial and investment advice, retirement planning and legal or estate planning but excludes accounting and tax services. Market is the revenue generated from the fees and commissions levied...

  • Private Banking
  • Wealth Management
  • World
  • Market Size
  • Wealth management unit standard minimum thresholds, 2015
  • Most wealth management divisions reported profits in 2015

Wealth Management Super League 2016; Comparing the performance of the world's leading wealth managers Summary Super League competitors combined wealth management client AUM slowed its expansion in 2015, improving only by 0.9% over 2014. The reduced growth is reflective of wealth managers’ divesting activity, but also...

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

Summary Royal Bank of Canada (RBC) is a Canada-based financial services provider that operates five main business segments. The company's wealth management division offers clients a range of investment, trust, and other wealth management solutions. Led by Douglas A. Guzman, RBC Wealth Management has focused on strengthening its presence...

  • Wealth Management
  • Canada
  • United States
  • World
  • RBC Capital Markets, LLC
  • Deutsche Bank Wealth Management SWOT analysis
  • Super League In-Depth Analysis: Deutsche Bank Wealth Management 2016

Summary Following the appointment of new CEO John Cryan, Deutsche Bank announced a fundamental restructure of its business units and management in October 2015, which came into effect in January 2016. Now the bank's wealth management division sits within the Private, Wealth and Commercial Clients (PWandCC) division, which is one...

  • Private Banking
  • Wealth Management
  • Germany
  • United States
  • World
  • Asian wealth management 2017 highlights
  • CITIGROUP'S WEALTH MANAGEMENT BUSINESS IS LESS DEPENDENT ON ACQUISITIONS FOR GROWTH

Super League In-Depth Analysis: Citi Private Bank 2017 - Tracking the world’s major competitors in wealth management Summary Citi Private Bank is part of Citigroup’s Institutional Clients Group, reflecting the bank’s strategy of leveraging institutional banking capabilities to serve UHNW clients....

  • Wealth Management
  • North America
  • United States
  • World
  • Citigroup Inc.
  • BNP Paribas Wealth Management sponsors philanthropy and entrepreneurship
  • BNP Paribas Wealth Management SWOT analysis

Summary BNP Paribas is the world's eighth-largest wealth manager (as measured by published assets under management). In 2015 BNP Paribas' profits bounced back from an exceptional charge of $7bn in 2014. BNP Paribas is continuing to implement its 2014-16 Business Development Plan, which has impacted its wealth operations in terms...

  • Wealth Management
  • France
  • United States
  • World
  • BNP Paribas Group
  • HSBC PRIVATE BANK'S CONTRIBUTION TO GROUP PERFORMANCE
  • Customer deposits ($bn)

Super League In-Depth Analysis: HSBC Private Bank 2017 - Tracking the world’s major competitors in wealth management Summary "Super League In-Depth Analysis: HSBC Private Bank 2017", is a comprehensive analysis of HSBC’s private bank operations. It offers insight into the company’s strategy, financial results, marketing...

  • Banking
  • Private Banking
  • Wealth Management
  • World
  • GlobalData's company
  • ASIA PACIFIC CHINA
  • Chinese HNW Investment Style Preferences

With this in mind, advisory asset management should be regarded as an entry-level service - one that allows wealth managers to establish a relationship.

  • Private Banking
  • Wealth Management
  • China
  • Demand
  • ASIA PACIFIC MALAYSIA
  • HNW Investment Style Preferences

ONE OF THE OTHER PRIMARY DRIVERS FOR PROFESSIONAL WEALTH MANAGEMENT IS ACCESS TO MORE SOPHISTICATED INVESTMENT MANAGEMENT PRODUCTS, WHICH ARE ONLY AVAILABLE THROUGH PROFESSIONALS AND WHICH ARE INCREASINGLY ATTRACTING MALAYSIAN HNWS. ##. ##% CITE THIS AS A REASON FOR

  • Private Banking
  • Wealth Management
  • Malaysia
  • Demand
  • Cost considerations motivate Swiss HNW investors to self-direct their
  • Methodology

a GlobalData business WEALTH MANAGEMENT COUNTRY INSIGHT SERIES Wealth in Switzerland: HNW Investors 2016 Understanding HNW investors and wealth management strategies.

  • Wealth Management
  • Switzerland
  • Demand
  • Managing simple investments is the most common reason Turkish HNW
  • Significant demand increases are forecast across all asset management types

a GlobalData business WEALTH MANAGEMENT COUNTRY INSIGHT SERIES Wealth in Turkey: HNW Investors Understanding HNW investors and wealth management strategies.

  • Wealth Management
  • Turkey
  • Demand
  • Abraaj Group
  • Garanti Group
  • French HNW investors are confident in and have a preference for managing
  • Further reading

a GlobalData business WEALTH MANAGEMENT COUNTRY INSIGHT SERIES Wealth in France: HNW Investors Understanding HNW investors and wealth management strategies.

  • Private Banking
  • Wealth Management
  • France
  • Demand
  • WESTERN EUROPE GERMANY
  • German HNW Investment Style Preferences

Currently I work as an Analyst in the Wealth Management team.

  • Private Banking
  • Wealth Management
  • Germany
  • Demand
  • ASIA PACIFIC HONG KONG
  • HNW Investment Style Preferences

a GlobalData business WEALTH MANAGEMENT COUNTRY INSIGHT SERIES Reference Code: VF##CI Publication Date: August 2016 Heike van den Hoevel Senior Analyst, Wealth Management With a background in research, I joined Verdict Financial at the beginning of 2012 as part

  • Private Banking
  • Wealth Management
  • China
  • Demand

Wealth in Brazil: HNW Investors; Understanding HNW investors and wealth management strategies.

  • Private Banking
  • Wealth Management
  • Brazil
  • Demand
  • The wealth management industry in Poland is still developing
  • DESIRE TO MAINTAIN CONTROL OVER THEIR PORTFOLIO DRIVES SELF-DIRECTED

Summary The Polish HNW population is dominated by entrepreneurs who prefer to stay in control of their finances, even if they lack experience in capital markets. While they do approach wealth managers for investment advice, Polish HNW investors like to sign off most decisions regarding their portfolios. With the 2008-09 financial...

  • Private Banking
  • Wealth Management
  • Poland
  • Demand
  • Filipino HNW Investment Style Preferences
  • Appendix

a GlobalData business WEALTH MANAGEMENT COUNTRY INSIGHT SERIES Reference Code: VF##CI Publication Date: August 2016 Analyst, Wealth Management I began working with Verdict in 2009 analyzing consumer attitudes towards financial services in the wake of the global

  • Private Banking
  • Wealth Management
  • Philippines
  • Demand
  • ASIA PACIFIC SINGAPORE
  • ASIA PACIFIC SINGAPORE

HNW investors are primarily turning to wealth managers for one reason: superior returns.

  • Private Banking
  • Wealth Management
  • Singapore
  • Demand
  • GLOBAL US
  • EARNED INCOME

I joined Verdict Financial as a wealth management analyst in 2016.

  • Private Banking
  • Wealth Management
  • United States
  • Demand
  • Drivers for alternative investments
  • Proportion of wealth managers expecting demand for alternatives to increase/decrease over the next year

a GlobalData business WEALTH MANAGEMENT COUNTRY INSIGHT SERIES Reference Code: VF##CI Publication Date: July 2016 Senior Analyst, Wealth Management Bartosz Golba is a senior analyst on Verdict Financial' s Wealth Management team.

  • Private Banking
  • Wealth Management
  • Russia
  • Demand
  • The UK's HNW clients believe in traditional wealth management
  • HNW investors self-direct to retain control over some of their portfolio

Summary The UK wealth management industry has a long history, and this is reflected in the profile of the country's high net worth (HNW) clients. The majority originate from the financial services industry and are sophisticated enough to deal with their financial affairs. However, to save time they opt for discretionary asset management...

  • Private Banking
  • Wealth Management
  • United Kingdom
  • Demand
  • EARNED INCOME
  • GLOBAL CANADA

Summary The HNW market in Canada is dominated by family business owners and expat clients drawn from Asia Pacific and the US. These busy owners prefer discretionary asset management and have little desire to try other options. As cautious investors they favor classic investments such as equities and bonds, investing little into less...

  • Private Banking
  • Wealth Management
  • Canada
  • 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

Robo-Advisors - Complex algorithms and AI are proving popular in wealth management Summary Robo-advisors are a new category of financial service product that can offer some unique benefits to those interested in wealth management services. From start-ups to the biggest incumbent players, most institutions in the wealth...

  • Private Banking
  • Wealth Management
  • United States
  • World
  • WESTERN EUROPEAN WEALTH MANAGEMENT COMPANIES PREFER LINKEDIN FOR
  • JOSH BROWN, THE CEO OF RITHOLTZ WEALTH MANAGEMENT, BOASTS MORE THAN

Summary The majority of investors are now active on social media on a daily basis, and wealth managers should embrace this both on the company-level and on the relationship manager-level. Social media adds value in a number of ways. Companies can benefit from social media in promoting their brand, enhancing thought leadership and...

  • Wealth Management
  • United States
  • World
  • Facebook, Inc.
  • LinkedIn Corp.