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Wealth Management Market Research Reports

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
Super League In-Depth Analysis: Deutsche Bank Wealth Management 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 fundamentally unprofitable investment bank, weak capitalization, steep restructuring costs, and a litany of litigation woes – the bank’s wealth business has been profitable, albeit weakened. Key Findings - As of January 2016, Deutsche Bank’s wealth management division sits within the PW&CC division, which is one of four main business segments.
Published Date: Oct 2016
Published By: Verdict Financial

Price: $1295
Wealth Management Super League 2016: Comparing the performance of the worlds leading wealth managers
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 new money flows. Looking forward, however, 2016 results will reveal whether HNW investors are indeed again ready to trust the biggest players with their money. This will have a significant influence on wealth managers’ financial performance, as they struggle with decreasing margins and growing regulatory and restructuring costs. Key Finding
Published Date: Oct 2016
Published By: Verdict Financial

Price: $5250
Wealth in Malaysia: HNW Investors 2016: Understanding HNW investors and wealth management strategies.
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, especially within the popular equity space, with high returns and increased convenience the primary drivers for accessing wealth management advice. However, the use of planning services is still limited and notable opportunities exist in this field, especially in the areas of inheritance and pensions. Key Findings - Family wealth dominates the
Published Date: Sep 2016
Published By: Verdict Financial

Price: $3450
Wealth in China: HNW Investors: Understanding HNW investors and wealth management strategies.
The Chinese private banking industry is hard to penetrate. However, wealth managers that are aware of the local make-up of the HNW market will find it to be highly profitable. Chinese HNW investors have mainly sourced their wealth through a mixture of entrepreneurship and earned income. While investors value professional advice, they are reluctant to relinquish control and tend to prefer advisory mandates. The average portfolio is heavily invested into cash and near cash-products and property, and this is not expected to change. Chinese HNW clients also show moderate to strong demand for auxiliary services, suggesting that a multi-service proposition is critical in China. Key Findings • HNW entrepreneurs will prove to be lucrative, accounting for 33.6% of the local HNW population.
Published Date: Aug 2016
Published By: Verdict Financial

Price: $3450
Super League In-Depth Analysis: BNP Paribas Wealth Management 2016
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 of both cost-cutting measures and synergy efforts such as up streaming clients. As part of BNP Paribas’ strategy of targeting UHNW clients, BNP Paribas Wealth Management has launched the campaign ‘Your Wealth Has A Voice’ which includes a digital app under the same campaign. The bank has gone on to release more digital apps over the course of early 2016. BNP Paribas sold its Dutch private banking unit In singer de Beaufort in April 2016. Key Findings • BN
Published Date: Jul 2016
Published By: Verdict Financial

Price: $1295
Wealth in Switzerland: HNW Investors: Understanding HNW investors and wealth management strategies.
Inheritors form the largest segment among Swiss HNW individuals, followed by family business owners. The two leading industries from which Swiss HNW individuals have generated their wealth are property and real estate, and professional services. Expats in Switzerland account for 13.5% of the local HNW population and are mostly from Europe, with France, Germany, and the UK being the largest feeder nations. Better returns and access to sophisticated investment products motivate Swiss HNW individuals to seek financial advice. The largest allocations in the average HNW portfolio are in equities and bonds. Over the next year, we expect an even greater focus on equities, and to a lesser extent alternatives, while bond holdings are forecast to decrease. Key Findings • Expectations of better
Published Date: Jul 2016
Published By: Verdict Financial

Price: $3450
Wealth in the Philippines: HNW Investors 2016:Understanding HNW investors and wealth management strategies in the Philippines.
Filipino HNW investors are mainly drawn from affluent families, being owners of successful and longstanding business empires. Newer entrepreneurial and high-earning individuals have begun to reshape the market along more typically Asia Pacific lines, mainly due to the accumulation of wealth and entrepreneurialism among individuals in manufacturing, construction, and retail. The Philippines’ increased identity as a business process outsourcing hub has dramatically changed the country’s expat profile. In general, given the strong economic performance in recent years and a positive outlook off the back of huge new infrastructure investments being made by the new Duterte government, the HNW segment is showing strong risk appetite and generally favors classic investments such as equities a
Published Date: Jul 2016
Published By: Verdict Financial

Price: $3450
Wealth in Turkey: HNW Investors: Understanding HNW investors and wealth management strategies.
Nearly half of Turkish investors attribute their wealth to the manufacturing and property industries, reflective of market demand and the country’s main exports. When opting to have wealth managed by a professional, Turkish HNW clients expect better returns and the convenience of not dealing with administrative details. However, Turkish HNW clients are confident in self-directing their portfolios and prefer to manage simple investments themselves, as well as having exclusive control over at least a proportion of their portfolios. Key Findings • Accumulating wealth through earned income or as a first-generation entrepreneur is common among Turkish individuals, together accounting for 64% of the HNW population. • 40.9% of a typical Turkish HNW portfolio is invested in execution-on
Published Date: Jul 2016
Published By: Verdict Financial

Price: $3450
Wealth in Singapore: HNW Investors: Understanding HNW individuals and wealth management strategies in the Lion City
The wealthy of Singapore remain dominated by business owners, particularly family businesses. However, investment preferences are shifting, with discretionary mandate demand now almost equal to that for traditional advisory asset management. At the same time, investors are expected to increasingly demand related services such as inheritance, tax, and pension planning along with credit and property advice. Key Findings • Business owners remain the core of the Singapore market, although inheritors have grown. • The expat space remains large and lucrative, far exceeding other markets in the region. • Advisory mandates are the mainstay of the market, but demand for discretionary asset management continues to rise, reflecting its greater familiarity among clients. • Singapor
Published Date: Jul 2016
Published By: Verdict Financial

Price: $3450
Wealth in Russia: HNW Investors 2016: Understanding HNW investors and wealth management strategies
The Russian wealth market has been developing over several years. However, the recent political and economic instability in the country have affected HNW investors’ portfolios and demand for wealth managers’ services. Russian millionaires have to adapt to changing conditions, yet they continue to have high expectations when it comes to financial advice. Wealth managers who succeed in guiding clients through uncertain times will earn their trust, which in turn will lead to long-term fruitful relationships. The provision of well-diversified investment strategies and sophisticated wealth structuring services is a must. Key Findings • The construction and real estate industries are the major sources of Russian HNW wealth. The oil and gas sector has been losing its significance. • Exp
Published Date: Jul 2016
Published By: Verdict Financial

Price: $3450
Wealth in France: HNW Investors; Understanding HNW investors and wealth management strategies.
More than half of French HNW investors generated their wealth through being a business owner or first-generation entrepreneur. 56% of French investors attribute their wealth to the property and manufacturing industries, reflective of market demand and stability. When opting to have wealth managed by a professional, French HNW clients expect access to sophisticated and exclusive products as well as better returns. However, clients who self-direct their portfolios cite confidence and ease-of-use with digital platforms as reasons for managing their wealth. Key Findings • More than 60% of French HNW expats come from Western Europe. Countries in the Middle East, such as Saudi Arabia and the United Arab Emirates (UAE), are also feeder nations. • 19.3% of wealth managers believe clients inv
Published Date: Jul 2016
Published By: Verdict Financial

Price: $3450
Wealth in Germany: HNW Investors; Understanding HNW investors and wealth management strategies.
Germany is a strong industrial nation with a commercial landscape dominated by SMEs. This is reflected in the background of German HNW individuals – most are either family business owners or inheritors. The manufacturing industry dominates as the leading generator of wealth, followed by construction. Expats constitute 11.3% of the population and are largely from nearby countries such as the UK, Italy, and Austria. Discretionary mandates are preferred by German investors, closely followed by advisory mandates. Bonds make up the largest asset class among German HNW investors, followed by equities and cash and deposits. Key Findings • The leading reasons for German HNW investors to seek professional advice are their highly complex portfolios and a desire to avoid administrative details.
Published Date: Jul 2016
Published By: Verdict Financial

Price: $3450
Social Media in Wealth Management: Reaching clients and prospects on social media.
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 investment opportunities, reaching out to a younger target audience, as well as servicing customers. Relationship managers can leverage social media in researching and reaching out to prospective clients, nurturing client relationships, and building their personal brands. Key Findings • While the majority of consumers are now active on social media on a daily basis, the frequency of social media use decreases with age: 94.2% of investors aged 18–24 use social media a
Published Date: Jun 2016
Published By: Verdict Financial

Price: $5250
Wealth in Poland: HNW Investors: Understanding HNW investors and wealth management strategies.
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.
Published Date: Jun 2016
Published By: Verdict Financial

Price: $3450
Wealth in Brazil: HNW Investors: Understanding HNW investors and wealth management strategies.
The majority of wealth in Brazil originates from the construction and finance industries, and can be attributed to a range of sources. These investors are confident enough to deal with their financial affairs, but to gain access to sophisticated products and achieve better returns they opt for management services. 
Published Date: Jun 2016
Published By: Verdict Financial

Price: $3450
Wealth in Canada: HNW Investors; Understanding HNW investors and wealth management strategies in Canada
?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 liquid assets such as property or commodities.
Published Date: May 2016
Published By: Verdict Financial

Price: $3450
Wealth in the US: HNW Investors; Understanding HNW investors and wealth management strategies
The US is the largest wealth market in the world, and home to a diverse and sizable HNW segment. As the population continues to age, building ties with younger generations will ensure successful transfers of wealth to beneficiaries. Less than 25% of client investment portfolios are allocated into bond investments, and with less demand expected in the future more pressure is placed on better returns from alternative investments. Key Findings • Almost half of US HNW individuals have gained wealth either as a family business owner or as a first-generation entrepreneur. Greater demand for personalized wealth management services and reaching international markets is expected. • Gaining access to sophisticated investment products is the number one reason US HNW clients opt to have their we
Published Date: May 2016
Published By: Verdict Financial

Price: $3450
Wealth in the UK: HNW Investors; Understanding HNW investors and wealth management strategies.
The UK wealth management industry has a long history, and this is reflected in the profile of the countrys 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 services, as UK wealth managers maintain their reputation as trusted professionals.
Published Date: Apr 2016
Published By: Verdict Financial

Price: $3450
Self-Directed Investors: Implications for Wealth Managers; Understanding how self-directed investment affects the wealth management industry
Although advisory and discretionary asset management services are more profitable to wealth managers, they cannot afford to ignore the needs of clients who self-direct. Globally over a quarter of HNW wealth is invested independently of wealth managers’ mandates. 
Published Date: Mar 2016
Published By: Verdict Financial

Price: $5250

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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