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Wealth Management Competitive Dynamics, 2022 Update - Review of Wealth Managers by AUM, Financial Performance, Innovative and Competitive Trends

Publisher GlobalData
Published Jan 03, 2023
Length 39 Pages
SKU # GBDT17718265

Description

Wealth Management Competitive Dynamics, 2022 Update - Review of Wealth Managers by AUM, Financial Performance, Innovative and Competitive Trends

Summary

This report benchmarks the world’s leading wealth managers by managed client assets and financial performance. It covers the 49 most prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups. All international public wealth managers with over $100 billion in private client AUM are featured in the report.

After 2021 saw double-digit growth in client assets and record profits, the private wealth management industry looks set for its toughest year since the global financial crisis. A combination of expansionary monetary policy and pandemic support created fertile market conditions for private wealth managers in 2021, but 2022 is set to be the polar opposite - saddling competitors with significant challenges and headwinds.

Scope
  • Inflows to the largest wealth managers outpaced growth in overall HNW wealth in 2021.
  • Digitalization of private wealth management is continuing to reduce headcount at leading banks, even as assets under management and clients reach all-time highs.
  • COVID-19 has already faded from the strategies of the top wealth managers, with geopolitics and environmental, social, and governance rising as concerns.
Reasons to Buy
  • Benchmark the AUM and financial performance of the largest private wealth managers in the industry.
  • Understand the challenges facing wealth managers and how the top banks are addressing them.
  • Learn about the strategies driving growth at leading wealth management groups.
  • Analyze wealth profitability trends and discover the strategies that leading banks are using to improve performance.
  • Identify the industry’s best practices in managing operating costs and boosting revenues.
  • Gain insight into the major issues preoccupying wealth managers.

Table of Contents

39 Pages
    • 2022 is shaping up to be the year the tide went out
    • Key findings
    • Critical success factors
    • The top wealth managers recorded strong growth in 2021
    • Continued positive net new money boosted the top banks amid crises
    • The top end of the private wealth market saw key shifts
    • 2022 half-year
    • Profits at wealth management divisions recovered in 2021
    • Group performance bounced back to all-time highs in 2021
    • GlobalData's Company Filings Analytics: top trends
    • High inflation returns, with big impacts on wealth and asset management
    • Private client digital lending solutions will pay off for wealth managers
    • The Russia/Ukraine conflict refocuses attention on compliance
    • Abbreviations and acronyms
    • Supplementary data
    • Secondary sources
    • Further reading
  • About GlobalData
  • Contact Us

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