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Wealth Market Research Reports

Wealth in Germany: Sizing the Market Opportunity 2017
Germany’s economy looks set to continue its robust, but moderate growth. However, there are considerable political, economic, and financial uncertainties on the horizon that could significantly impact the country’s wealth market. With lower growth and return prospects, the role of wealth managers in a traditionally risk-averse market will become more challenging. Key Findings - Affluent individuals account for 20% of the German population, holding 74% of liquid assets. This wealth distribution is similar to other developed economies. - A robust economic performance will continue to underpin growth in Germany’s overall retail savings and investments market, which is forecast to grow by an average of 2.9% a year to 2020. However, it is important to highlight the predicted slowdown in
Published Date: Feb 2017
Published By: GlobalData

Price: $3450
Wealth in Hong Kong: Sizing the Market Opportunity 2017
Almost 60% of the Hong Kong adult population is considered affluent, comparable to markets in the developed West like Switzerland, while wealth growth rates still resemble those found in emerging markets. Growth going forward will be moderated by weaker economic performance in China, but with the wealthiest individuals’ (those holding more than $10m in liquid assets) wealth forecast to achieve a compound annual growth rate (CAGR) of 10.24% over the years to 2020, Hong Kong retains much of its allure as a source of new clients for wealth managers. Key Findings - Affluent individuals constituted almost 60% of the total adult population in Hong Kong at the end of 2016, making it a very attractive market for wealth managers. HNW individuals accounted for 1.72% of the population. - Retail s
Published Date: Jan 2017
Published By: GlobalData

Price: $3450
Wealth in Australia: Sizing the Market Opportunity 2017
We expect 2017 to be a turning point for the Australian wealth market, after growth slowed down over the past few years, with economic concerns having a negative effect on performance. Returning economic strength and more favorable equity market conditions will contribute to stronger retail investment savings growth, which in turn will translate into more robust wealth growth. Between 2016 and 2020 liquid assets held by affluent individuals are forecast to record a compound annual growth rate (CAGR) of 5.9%, representing a sizable opportunity for wealth managers operating in the country. Yet there is notable regional disparity within Australia in terms of wealth distribution, with the vast majority of wealth found on the Eastern seaboard. Key Findings - At the end of 2016, of the approxi
Published Date: Jan 2017
Published By: GlobalData

Price: $3450
2017: Trends to Watch in Global Wealth Management
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) keeping portfolio managers busy. Yet 2017 will also be a year of opportunity for competitors that embrace the change and succeed in those areas of the market where growth can be achieved. Key Findings - As market volatility persists, managing the level of investment portfolio risk and clients’ expectations in terms of returns will be more important
Published Date: Dec 2016
Published By: Verdict Financial

Price: $5250
Challenges and Opportunities for the Wealth Sector in Russia 2016
This report is a thorough analysis of Russia Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Summary • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Russia. • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis. Scope • Independent market sizing of Russia HNWIs across five wealth bands • HNWI volume and wealth trends from 2011 to 2015 • HNWI volume and wealth forecasts to 2020 • HNWI and UHNWI asset allocations across 13 asset classes
Published Date: Dec 2016
Published By: WealthInsight

Price: $1995
Challenges and Opportunities for the Wealth Sector in Singapore 2016
This report is a thorough analysis of Singapore Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Summary • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Singapore. • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis. Scope • Independent market sizing of Singapore HNWIs across five wealth bands • HNWI volume and wealth trends from 2011 to 2015 • HNWI volume and wealth forecasts to 2020 • HNWI and UHNWI asset allocations across 13 asset classes
Published Date: Dec 2016
Published By: WealthInsight

Price: $1995
Wealth in Indonesia: Sizing the Market Opportunity 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 strong appetite for property investment, while concerns about economic stability have pushed investors to hold assets offshore. However, the election of President Joko Widodo late in 2014 brings stability and optimism, and the recent passing of a tax amnesty is expected to make significant amounts available for government spending. Key Findings -
Published Date: Dec 2016
Published By: Verdict Financial

Price: $3450
Wealth in Russia: Sizing the Market Opportunity 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 expected to develop at a slower pace. Key Findings - At the end of 2015, 1.79 million Russian adults could be considered affluent, representing just 1.6% of the adult population but accounting for 97% of total retail liquid assets. The total liquid wealth of affluent individuals amounted to $428bn, with HNW individuals holding $163bn (37.9%).
Published Date: Dec 2016
Published By: Verdict Financial

Price: $3450
Challenges and Opportunities for the Wealth Sector in China 2016
This report is a thorough analysis of China Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Summary • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in China. • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis. Scope • Independent market sizing of China HNWIs across five wealth bands • HNWI volume and wealth trends from 2011 to 2015 • HNWI volume and wealth forecasts to 2020 • HNWI and UHNWI asset allocations across 13 asset classes
Published Date: Dec 2016
Published By: WealthInsight

Price: $1995
Russia Wealth Report 2016
This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Russia. Summary This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Russia. It also includes an evaluation of the local wealth management market. Scope • Independent market sizing of Russian HNWIs in five wealth bands • HNWI volume, wealth and allocation trends from 2011 to 2015 • HNWI volume, wealth and allocation forecasts to 2020 • HNWI and UHNWI asset allocations in 13 asset classes • Geographical breakdown of all foreign assets • Alternative breakdown of liquid vs. investable assets • Details of the development, challenges and opportunities related to the wealth management an
Published Date: Nov 2016
Published By: WealthInsight

Price: $4995
Wealth in Switzerland: Sizing the Market Opportunity 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 population is expected to develop at a much slower pace. Key Findings - Switzerland is one of the largest offshore centers in the world, but increased pressure on information exchange has impacted its attractiveness for tax and offshore purposes. - Nearly half of non-resident deposits are sourced from the Americas, accounting for the largest
Published Date: Nov 2016
Published By: Verdict Financial

Price: $3450
Wealth in India: Sizing the Market Opportunity 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. Key Findings - Affluent individuals represent just 0.8% of the adult population, holding 93.5% of liquid assets. This reflects the high levels of wealth inequality in the country. Both the number of affluent individuals and their assets are forecast to grow strongly to 2020. - Driven by a strong economic performance, the Indian retail savings a
Published Date: Nov 2016
Published By: Verdict Financial

Price: $3450
Wealth in the UAE: Sizing the Market Opportunity 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. Key Findings - Despite the small number of affluent individuals, this segment controls almost 80% of total liquid assets. At the end of 2015 HNW individuals held almost 30% of the country’s onshore liquid wealth. - The ultra-high net worth segment is forecast to record the highest liquid asset growth during 2016–20. - HNW investors in the UAE hold the majority
Published Date: Nov 2016
Published By: Verdict Financial

Price: $3450
Wealth in the UK: Competitive Dynamics 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 traditional wealth managers to robo-advisors. With the Financial Conduct Authority (FCA) addressing issues of regulated technology and improved communication, initiatives will continue to develop going forward. Key Findings - UK wealth manager activity is concentrated in London and South East England. This is unsurprising, as these regions are home t
Published Date: Nov 2016
Published By: Verdict Financial

Price: $3450
Wealth in Belgium: Sizing the Market Opportunity 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 strategies. Key Findings - Deposits account for over 50% of the Belgian savings and investments market, but mutual funds will register the highest growth during 2016–20. - HNW individuals allocate over 10% of their investible assets outside traditional investments. Hedge funds, real estate investment trusts (REITs), and private equity funds constit
Published Date: Nov 2016
Published By: Verdict Financial

Price: $3450
Wealth in Taiwan: Sizing the Market Opportunity 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%. Key Findings - Affluent individuals account for 25.9% of the population, with HNW individuals constituting just 0.45% of the total adult population. Affluent individuals hold 78% of the total wealth, or $987.2bn, of which the HNW share is around 29.8%. - Over the forecast period, all asset classes are set to exceed economic growth. However, deposits are likely to
Published Date: Oct 2016
Published By: Verdict Financial

Price: $3450
Wealth in South Africa: Sizing the Market Opportunity 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 guide their clients through rough waters. Key Findings - Affluent individuals account for just 0.8% of the South African population but hold over 90% of liquid assets. This reflects the high levels of wealth inequality, with the country consistently ranked as the most unequal in the world. - The macro environment will hamper growth in the sa
Published Date: Oct 2016
Published By: Verdict Financial

Price: $3450
Challenges and Opportunities for the Wealth Sector in Malaysia 2016
This report is a thorough analysis of Malaysia Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Summary • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Malaysia. • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis. Scope • Independent market sizing of Malaysia HNWIs across five wealth bands • HNWI volume and wealth trends from 2011 to 2015 • HNWI volume and wealth forecasts to 2020 • HNWI and UHNWI asset allocations across 13 asset classes
Published Date: Oct 2016
Published By: WealthInsight

Price: $1995
Malaysia Wealth Report 2016
This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Malaysia. Summary This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Malaysia. It also includes an evaluation of the local wealth management market. Scope • Independent market sizing of the Malaysian HNWIs for five wealth bands • HNWI volume, wealth and allocation trends from 2011 to 2015 • HNWI volume, wealth and allocation forecasts to 2020 • HNWI and UHNWI asset allocations across 13 asset classes • Geographical breakdown of all foreign assets • Alternative breakdown of liquid vs. investable assets • Details of the development, challenges and opportunities related to the wealth
Published Date: Oct 2016
Published By: WealthInsight

Price: $4995
Wealth in France: Sizing the Market Opportunity 2016: Sizing the wealth market in France and its growth potential.
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. Key Findings - Affluent individuals account for 17.5% of the French adult population and hold 80.6% of liquid assets. This wealth distribution is similar to other developed economies. The proportion of affluent individuals among the French adult population is expected to increase by 2 percentage points by 2020. - Slow but steady growth is forecast in the French retail savings and investments market (2.2% compound annual growth rate to 2020). Lower growth rates are anticipated
Published Date: Oct 2016
Published By: Verdict Financial

Price: $3450

Upcoming Reports

Wheelchair Accessible Vehicle Converters Market - Global Industry Analysis, Size, Share, Growth, Trends and Forecast 2014 - 2020
Vehicles which are converted in a way that have easy access for wheelchairs are termed as wheelchair accessible vehicles or WAV’s. The vehicles are specially converted from a standard vehicle to WAV in order to accommodate the wheelchair. Wheelchair accessible vehicles are considered as mult
Published By: Transparency
Price: $5795
Enteral Nutrition Pumps Market - Global Industry Analysis, Size, Share, Growth, Trends and Forecast 2014 - 2020
Enteral nutrition pumps also known as enteral feeding pumps are used to deliver nutritious foods containing carbohydrate, protein, fat, vitamin, minerals and water by inserting directly into the stomach or parts of small intestine. Enteral nutrition pumps are recommended to patients suffering from
Published By: Transparency
Price: $5795
Residential Water Treatment Equipment Market - Global Industry Analysis, Size, Share, Trends, Analysis, Growth, and Forecast 2014 - 2020
Increasing industrial and environmental pollution around the world is increasing the need for water treatment. Water pollution due to increasing industrialization and environment pollution is leading to death and spread of diseases. It also adversely affects more than 1 billion of population every
Published By: Transparency
Price: $5795
Steam Boiler System Market - Global Industry Analysis, Size, Share, Trends, Analysis, Growth and Forecast 2014 - 2020
The growing need of effective heating systems as well as the requirement of increasing operating efficiency of residential and commercial complexes has led to the widespread adoption of steam boiler systems. This technology provides high steam temperature and improved pressure parameters to achiev
Published By: Transparency
Price: $5795
Seismic Survey Market - Global Industry Analysis, Size, Share, Trends, Analysis, Growth and Forecast 2014 - 2020
Increasing exploration activities owing to the efforts of oil and gas companies to locate new oil and gas reserves is expected to drive the global seismic survey market during the forecast period. Oil and gas companies use seismic surveys to map and interpret potential petroleum reserves.  P
Published By: Transparency
Price: $5795

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