Category: Wealth Management
Wealth Management market research reports by GlobalData
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Competitor Profile: BNP Paribas Wealth Management 2024
Competitor Profile: BNP Paribas Wealth Management 2024 Summary This report provides a comprehensive analysis of BNP Paribas Wealth Management's operations. It offers insights into the company’s strategy and financial performance, including key data on assets under management. Customer targeting and ... Read More
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Innovations in Lending 2024
Innovations in Lending 2024 Summary This report provides a roundup of innovations within multiple retail banking and wealth management markets, with a particular focus on loans, mortgages, BNPL, and credit cards. The report explores the shifts in customer behavior towards different types of loans in ... Read More
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Canada Wealth Management: Market Sizing and Opportunities to 2028
Canada Wealth Management: Market Sizing and Opportunities to 2028 Summary This report discusses and analyzes the Canadian wealth and retail savings and investments markets, including the factors driving liquid asset growth across deposits, mutual funds, equities, and bonds. The Canadian wealth manag ... Read More
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Turkiye Wealth Management: HNW Investors 2024
Turkiye Wealth Management: HNW Investors 2024 Summary This report sizes the opportunity within Turkiye's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the country's HNW investors. The report is based on GlobalData's annual Global Wealth Man ... Read More
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Netherlands Wealth Management: HNW Investors 2024
Netherlands Wealth Management: HNW Investors 2024 Summary This report sizes the opportunity within the Netherlands' wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the country's HNW investors. The report is based on GlobalData's annual Global ... Read More
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Competitor Profile: Bank of America Wealth Management 2024
Competitor Profile: Bank of America Wealth Management 2024 Summary This report provides a comprehensive analysis of Bank of America's private banking and wealth management operations. It offers insights into the company’s strategy and financial performance, including key data on assets under managem ... Read More
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Italy Wealth Management: HNW Investors 2024
Italy Wealth Management: HNW Investors 2024 Summary This report sizes the opportunity within Italy's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's annual Global Wealth Managers Survey. ... Read More
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Competitor Profile: Julius Baer 2024
Competitor Profile: Julius Baer 2024 Summary This report provides a comprehensive analysis of Julius Baer's wealth management operations. It offers insights into the company’s strategy and financial performance, including key data on assets under management. Customer targeting and service propositio ... Read More
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Belgium Wealth Management: HNW Investors 2024
Belgium Wealth Management: HNW Investors 2024 Belgium Wealth Management: HNW Investors 2024 Summary This report sizes the opportunity within Belgium's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on G ... Read More
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Hong Kong (China SAR) Wealth Management: HNW Investors 2024
Hong Kong (China SAR) Wealth Management: HNW Investors 2024 Hong Kong (China SAR) Wealth Management: HNW Investors 2024 Summary This report sizes the opportunity within Hong Kong’s wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW inves ... Read More
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Singapore Wealth Management: HNW Investors 2024
Singapore Wealth Management: HNW Investors 2024 Summary This report sizes the opportunity within Singapore's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's annual Global Wealth Managers ... Read More
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Offshore Wealth Management: Investor Drivers and Motivations 2024
Offshore Wealth Management: Investor Drivers and Motivations 2024 Summary This report draws on GlobalData’s proprietary surveys to analyze the drivers behind offshore investments. It examines and contrasts offshore investment preferences across multiple jurisdictions and wealth tiers, providing read ... Read More
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UK Wealth Management: HNW Investors 2024
UK Wealth Management: HNW Investors 2024 Summary This report sizes the opportunity within the UK's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's annual Global Wealth Managers Survey. Th ... Read More
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2024: Trends to Watch in Wealth Management
2024: Trends to Watch in Wealth Management Summary This report informs wealth managers and their strategy teams of the key developments emerging across the industry and how best to respond to these changes. The report examines in detail key areas such as the crypto hype, HNW asset allocation strat ... Read More
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India Wealth Management: HNW Investors 2023
India Wealth Management: HNW Investors 2023 Summary This report analyzes the investment preferences and portfolio allocations of Indian HNW investors. It profiles them in terms of their demographics, analyzes their propensity to invest offshore, and explores product and service demand. The Indian HN ... Read More
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US Wealth Management: HNW Investors 2024
US Wealth Management: HNW Investors 2024 Summary This report analyzes the investment preferences and portfolio allocations of US HNW investors. It profiles them in terms of their demographics, analyzes their propensity to invest offshore, and explores product and service demand. The US HNW populatio ... Read More
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Competitor Profile: UBS Global Wealth Management 2024
Competitor Profile: UBS Global Wealth Management 2024 Competitor Profile: UBS Global Wealth Management 2024 Summary This report provides a comprehensive analysis of UBS’s wealth management operations. It offers insights into the company’s strategy and financial performance, including key data on ass ... Read More
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Taiwan (Province of China) Wealth Management: HNW Investors 2024
Taiwan (Province of China) Wealth Management: HNW Investors 2024 Summary This report sizes the opportunity within Taiwan's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the market's HNW investors. The report is based on GlobalData's annual ... Read More
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Strategic Partnerships in Fintech - Thematic Intelligence
Strategic Partnerships in Fintech - Thematic Intelligence Summary The digitization of banking drives disaggregation. Ever smaller pieces of the banking value chain can be bitten off by highly specialized new entrants. This creates partnership opportunities with best-in-class, specialist players acro ... Read More
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Innovations in Accounts and Cash Management 2024
Innovations in Accounts and Cash Management 2024 Summary This report provides a roundup of innovations within multiple retail banking and wealth management markets, with particular focus on savings accounts and cash management. The report explores the shifts in customer behavior regarding bank branc ... Read More
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Wealth Management Sector Scorecard 2024 - Thematic Research
Wealth Management Sector Scorecard 2024 - Thematic Research Summary This report assesses the key themes that are transforming the wealth management market right now, utilizing our thematic scoring methodology to identify which companies will do well in the market in the future—and the companies that ... Read More
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High Net Worth (HNW) Asset Allocation Trends 2024
High Net Worth (HNW) Asset Allocation Trends 2024 Summary Drawing on our 2023 Global Wealth Managers Survey, this report analyzes HNW asset allocation strategies in 24 key markets. In particular, it examines the drivers behind investment choices now and over the next 12 months. While 2024 holds out ... Read More
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Singapore Wealth Management - Market Sizing and Opportunities to 2027
Singapore Wealth Management - Market Sizing and Opportunities to 2027 Summary In Singapore, affluent individuals held 84% of the country’s total liquid assets in 2022, with mass affluents alone accounting for 49.7% of liquid assets. 2022 proved to be a hard year as savings rates returned to normal l ... Read More
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Australia Wealth Management - Market Sizing and Opportunities to 2027
Australia Wealth Management - Market Sizing and Opportunities to 2027 Summary In Australia, affluent individuals held 87.8% of the country's total onshore liquid assets in 2022, highlighting that most of the opportunity within Australia’s wealth market is concentrated among affluent individuals. The ... Read More
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Switzerland Wealth Management - Market Sizing and Opportunities to 2027
Switzerland Wealth Management - Market Sizing and Opportunities to 2027 Summary Based on our proprietary datasets, this report analyzes Switzerland's wealth and retail savings and investments markets, including overall affluent market size (both by number of individuals and the value of their liquid ... Read More
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