32 pages •
By The Business Research Company
• Jan 2018
- 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...
141 pages •
By MarketsandMarkets
• Mar 2018
- 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...
71 pages •
By GlobalData
• Oct 2017
- 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...
42 pages •
By GlobalData
• Dec 2017
- 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...
69 pages •
By GlobalData
• Jan 2018
- 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...
36 pages •
By GlobalData
• Jan 2018
- 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...
125 pages •
By The Business Research Company
• Feb 2018
- 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...
45 pages •
By GlobalData
• Oct 2016
- 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...
35 pages •
By GlobalData
• Sep 2016
- 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...
37 pages •
By GlobalData
• Oct 2016
- 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...
30 pages •
By GlobalData
• Feb 2018
- 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....
38 pages •
By GlobalData
• Jul 2016
- 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 $7bn in 2014. BNP Paribas is continuing to implement its 2014-16 Business Development Plan, which has impacted its wealth operations in terms...
29 pages •
By GlobalData
• Aug 2017
- HSBC PRIVATE BANK'S CONTRIBUTION TO GROUP PERFORMANCE
- Customer deposits ($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...
41 pages •
By GlobalData
• Aug 2016
- 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.
48 pages •
By GlobalData
• Sep 2016
- 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
43 pages •
By GlobalData
• Jul 2016
- 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.
43 pages •
By GlobalData
• Jul 2016
- 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.
45 pages •
By GlobalData
• Jul 2016
- 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.
39 pages •
By GlobalData
• Jul 2016
- WESTERN EUROPE GERMANY
- German HNW Investment Style Preferences
Currently I work as an Analyst in the Wealth Management team.
42 pages •
By GlobalData
• Aug 2016
- 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
43 pages •
By GlobalData
• Jun 2016
Wealth in Brazil: HNW Investors; Understanding HNW investors and wealth management strategies.
45 pages •
By GlobalData
• Jun 2016
- 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...
38 pages •
By GlobalData
• Jul 2016
- 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
50 pages •
By GlobalData
• Jul 2016
- ASIA PACIFIC SINGAPORE
- ASIA PACIFIC SINGAPORE
HNW investors are primarily turning to wealth managers for one reason: superior returns.
43 pages •
By GlobalData
• May 2016
I joined Verdict Financial as a wealth management analyst in 2016.
43 pages •
By GlobalData
• Jul 2016
- 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.
44 pages •
By GlobalData
• Apr 2016
- 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...
44 pages •
By GlobalData
• May 2016
- 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...
14 pages •
By MarketLine
• Sep 2017
- 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...
57 pages •
By GlobalData
• Jun 2016
- 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...
