Industry Reports >> Financial Services >> Wealth Management and Private Banking

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Wealth in Indonesia: Sizing the Market Opportunity 2016

$3,450.00
By:
, Published: Dec-2016
The Indonesian affluent market is small but is set for continuous strong growth. Indeed, the proportions of HNW and mass affluent individuals compared to its overall size are unremarkable, and it is only the strong growth rates that are predicted that make the market so attractive. Deposits account for a lower proportion than the regional average, while bonds continue to flourish. Outside of the onshore liquid market, local HNW individuals show s.....

Wealth in Russia: Sizing the Market Opportunity 2016

$3,450.00
By:
, Published: Dec-2016
The performance of the Russian liquid wealth market is driven by strong growth in the retail savings and investments market. Given the predominant allocation in deposits, year-on-year growth has depended primarily on GDP and wage growth, which in turn have been influenced by commodity prices. While HNW wealth is forecast to record a compound annual growth rate (CAGR) of 12.3% between 2016 and 2020, the rest of the country’s affluent population is.....

Australian IFAs, Investment Managers & Platforms 2016

$3,450.00
By:
, Published: Dec-2016
Financial advisors are a key distribution network for retail investors in Australia. All investment product manufacturers need to understand the priorities and criteria that advisors use to select their investment partners and platforms. As almost all advisors use a platform to manage their client assets under management (AUM), understanding why certain platforms are more favored than others is crucial.

2017: Trends to Watch in Global Wealth Management

$5,250.00
By:
, Published: Dec-2016
The wealth management industry has been undergoing transformation since the financial crisis, and 2017 will be another year marked with changes to business models and the way providers interact with clients. Many trends observed in 2016 will continue over the next 12 months, with regulation and its costs affecting the financial performance of competitors, and market volatility (often fueled by surprising turns in the geopolitical landscape) keepi.....

Wealth in the UK: Competitive Dynamics 2016

$3,450.00
By:
, Published: Nov-2016
Since the introduction of the Retail Distribution Review (RDR) in 2012, the UK wealth management competitive landscape has undergone a steady evolution. New business models have emerged as both new and established players seek ways to address the range of financial demands of retail, mass affluent, and cost-conscious high net worth (HNW) individuals. Several digital platforms have launched in the UK market in 2016, ranging from extensions of trad.....

Wealth in Belgium: Sizing the Market Opportunity 2016

$3,450.00
By:
, Published: Nov-2016
Wealth market growth in Belgium has experienced a slowdown in 2016 following the terrorist attacks and Brexit. Combined with the volatility of the stock market, Belgian individuals have been driven to adopt cautious investment strategies. Nevertheless, future growth will be driven by mutual funds. The increase in their popularity in a sector where asset allocation is dominated by deposits can be attributed to their balanced and fixed income strat.....

Australian Mortgage Market: Forecasts and Future Opportunities 2016

$3,450.00
By:
, Published: Nov-2016
We estimate that growth in the value of balances outstanding for both owner-occupier and investment residential mortgages will be 6.1% in 2016, a slight decrease on the strong performance in 2015. The market will continue to decelerate over the forecast period as owner-occupier growth tapers off and investment property lending fails to make up for the slack.

Wealth in the UAE: Sizing the Market Opportunity 2016

$3,450.00
By:
, Published: Nov-2016
The UAE is a dynamic market due to government attempts to diversify the economy, but it remains highly reliant on the oil and gas industry. The expat population constitutes a very large part of the affluent and HNW segments, which in addition to the relatively underdeveloped local stock markets explains why a large proportion of wealth is held offshore. Nevertheless, the future growth of onshore assets will remain positive.

Wealth in India: Sizing the Market Opportunity 2016

$3,450.00
By:
, Published: Nov-2016
Driven by economic performance, over the past few years the Indian wealth market has impressed with strong growth rates, which are expected to continue to 2020. India currently holds the crown as the world’s fastest growing major economy and, as such, it is beginning to positively distance itself from Brazil, Russia, and China. This, aligned with the substantial Indian population, underlines the huge potential of the market for wealth managers.

Discretionary Asset Management: HNW Demand and Drivers

$5,250.00
By:
, Published: Nov-2016
Globally over half of HNW investment portfolios are placed in discretionary mandates. However, the uptake of these services differs by country. While wealth managers in developed economies such as the UK and the US can attract investors to discretionary services relatively easily thanks to their established reputations, players in emerging markets have a longer way to go. Nevertheless, despite the challenging competitive environment, the penetrat.....

Wealth in Switzerland: Sizing the Market Opportunity 2016

$3,450.00
By:
, Published: Nov-2016
Switzerland is known for its high standard of living and well-developed private banking market, as well as a favorable tax system kept in check by each of the 26 Swiss cantons. These factors, along with the country’s favorable level of economic stability, make Switzerland an attractive location for HNW expat investors. While the HNW segment is forecast to grow at an annual rate of over 5% between 2016 and 2020, the rest of the country’s affluent .....

Wealth Management Super League 2016; Comparing the performance of the world’s leading wealth managers

$5,250.00
By:
, Published: Oct-2016
At the end of 2015, client assets booked with the world’s 25 leading private wealth managers grew by 0.9%. The top three rankings remained unchanged, with Switzerland’s UBS leading the way, followed by the US players Bank of America (BoA) Merrill Lynch and Morgan Stanley. Although industry-wide growth was much weaker than a year ago, pushed down by challenging market conditions and exchange rate fluctuations, most competitors maintained positive .....

Super League In-Depth Analysis: Deutsche Bank Wealth Management 2016

$1,295.00
By:
, Published: Oct-2016
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 & Commercial Clients (PW&CC) division, which is one of four main business segments. Despite the profitability issues at group level thanks to a host of problems – including a fundamen.....

Wealth in France: Sizing the Market Opportunity 2016; Sizing the wealth market in France and its growth potential.

$3,450.00
By:
, Published: Oct-2016
Growth in France’s retail savings and investment market will be dampened by a faltering economic recovery and a weaker stock market performance. Economic and political challenges continue to reverberate in the development of the affluent market, with lower growth forecast in both individuals and assets to 2020.

Wealth in South Africa: Sizing the Market Opportunity 2016

$3,450.00
By:
, Published: Oct-2016
South Africa is currently navigating a turbulent course of political, economic, and financial uncertainties that are seriously undermining future prospects. Low economic growth, high inflation, currency devaluation, and the threat of a further downgrade of the country’s national credit rating to “junk” are hampering the South African wealth market. Political tensions are increasing investor nerves, making it a vital time for wealth managers to gu.....

Wealth in Taiwan: Sizing the Market Opportunity 2016

$3,450.00
By:
, Published: Oct-2016
A plunge in stock market performance and weak economic data took a toll on Taiwanese wealth generation in 2015. However, a robust equity market recovery in 2016 has boosted the retail savings and investment market, with gains of almost 10% on the Taiwan Futures Exchange in the first nine months of 2016. Between 2016 and 2020, Taiwan’s retail investment market is forecast to record a compound annual growth rate (CAGR) of 4.9%.

Super League In-Depth Analysis: Crédit Agricole 2016

$1,295.00
By:
, Published: Sep-2016
Crédit Agricole has four business divisions: Specialized Financial Services, Large Customers, Retail Banking, and Asset Gathering. Asset Gathering hosts Indosuez Wealth Management. The French private banking entities of LCL and Regional Banks are located under the Retail Banking division. In January 2016 Crédit Agricole unified its numerous international private banking operations under the brand Indosuez Wealth Management. Indosuez Wealth Manage.....

Super League In-Depth Analysis: UBS 2016

$1,295.00
By:
, Published: Sep-2016
UBS conducts its wealth management activities under two divisions: UBS Wealth Management and UBS Wealth Management Americas. UBS has a strong global presence and a broad client base – Asia Pacific being a key growth market. As measured by AUM, the Americas and EMEA are the biggest markets.

Wealth in India: HNW Investors 2016; Understanding HNW individuals and wealth management strategies on the sub-continent.

$3,450.00
By:
, Published: Sep-2016
While the Indian wealth management market retains many of its traditional characteristics, such as the importance of family business, it is undergoing big changes. Investors are increasingly open to sophisticated investments and are opting for more planning and professional management. Wealth managers need to adapt to the changes while respecting traditions.

Super League In-Depth Analysis: RBC Wealth Management 2016

$1,295.00
By:
, Published: Sep-2016
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 in its core markets, Canada and the US, through a series of divestments and acquisitions. In Canada, RBC Wealth Managem.....

The Global Wealth Market in 2016; Analyzing 69 country wealth markets worldwide.

$5,250.00
By:
, Published: Sep-2016
The global wealth market is on a continuous growth path. Worldwide liquid onshore assets will exceed $100tn no later than 2017. But the market is not homogenous: rates and reasons for growth differ between affluent segments, the level of economic development in any given nation, and local conditions. Volatile exchange rates affect not only the relative strength of regional wealth markets but also investors’ preferences with regards to different a.....

Super League In-Depth Analysis: Citi Private Bank 2016

$1,295.00
By:
, Published: Sep-2016
Citi Private Bank is part of Citigroup’s Institutional Clients Group and caters for UHNW individuals with at least $25m in net worth. While Citigroup has been reducing its international retail banking operations, its private bank has been unaffected by this activity. The US is Citi Private Bank’s home market, but the competitor actively seeks growth in Asia Pacific and the Middle East.

Super League In-Depth Analysis: Barclays Wealth 2016

$1,295.00
By:
, Published: Sep-2016
Barclays Wealth and Investment Management (“Barclays Wealth”) operates under Barclays UK and Barclays Corporate & International, the company’s two main divisions. This comes after Barclays began undergoing another restructure, whereby the company will focus on its key market of the UK as it continues to withdraw from non-core markets. One of the company’s largest divestments was its US Wealth Americas division to Stifel in December 2015. Barclays.....

Wealth in Malaysia: HNW Investors 2016; Understanding HNW investors and wealth management strategies.

$3,450.00
By:
, Published: Sep-2016
The Malaysian HNW sector has seen a shift from self-made wealth towards inherited assets and family ownership as former entrepreneurs pass their wealth on to new generations and family businesses focus on consolidation. Resident investors dominate the market, and the vast majority of expats have been in the country for more than three years. Within the country, investors are increasingly confident and seek more sophisticated products and services.....

Offshore Investments Scenario of Argentina: Investments Analytics

$995.00
By:
, Published: Aug-2016
Offshore Investments Scenario of Argentina: Investments Analytics; is an exhaustive research report outlaying important statistics on Argentina’s Retail Investment market. The report provides year on year statistics on Offshore Investments in Mutual Fund, Deposits, Equities and Bonds by retail and non-retail banks segmented by residents and non-residents.