Category: Wealth Management
Wealth Management market research reports by GlobalData
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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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Deutsche Bank Wealth Management - Competitor Profile
Deutsche Bank Wealth Management - Competitor Profile Summary This report provides a comprehensive analysis of Deutsche Bank 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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Citi Private Bank - Competitor Profile
Citi Private Bank - Competitor Profile Summary GlobalData’s 'Citi Private Bank - Competitor Profile' provides a comprehensive analysis of Citigroup's private banking and wealth management operations. It offers insights into the company’s strategy and financial performance, including key data on asse ... Read More
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Financial Services Perspectives and Insights from the 2023 Consumer Survey
Financial Services Perspectives and Insights from the 2023 Consumer Survey Summary This report highlights the key findings from GlobalData’s 2023 Financial Services Consumer Survey. It explores customer attitudes and preferences towards their financial services providers in the retail banking, payme ... Read More
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LGT Private Banking - Competitor Profile
LGT Private Banking - Competitor Profile Summary This report provides comprehensive analysis of LGT Private Banking's operations. It offers insight into the company’s strategy and financial performance, including key data on assets under management. Customer targeting, service proposition, product i ... Read More
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United Kingdom (UK) Wealth Management - Market Sizing and Opportunities to 2027
United Kingdom (UK) Wealth Management - Market Sizing and Opportunities to 2027 Summary The UK economy is under significant and sustained pressure. Lingering post-Brexit uncertainties and fluctuating inflation rates led by global supply chain disruptions have conspired to depress financial markets a ... Read More
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RBC Wealth Management - Competitor Profile
RBC Wealth Management - Competitor Profile Summary Headquartered in Toronto, Canada, Royal Bank of Canada (RBC) Wealth Management is one of the five main business segments of RBC, the largest commercial bank in the country. This segment has five divisions, including the company’s Global Asset Manage ... Read More
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Pictet Group - Competitor Profile
Pictet Group - Competitor Profile Summary GlobalData’s 'Pictet Group - Competitor Profile' provides a comprehensive analysis of Pictet’s private banking and wealth management operations. It offers insights into the company’s strategy and financial performance, including key data on assets under mana ... Read More
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BNP Paribas Wealth Management - Competitor Profile
BNP Paribas Wealth Management - Competitor Profile Summary This competitor profile provides a comprehensive analysis of BNP Paribas Wealth Management's operations. It offers insight into the company’s strategy and financial performance, including key data on assets under management. BNP's customer t ... Read More
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Julius Baer - Competitor Profile
Julius Baer - Competitor Profile Summary This competitor profile provides a comprehensive analysis of Julius Baer’s operations. It offers insight into the company’s strategy and financial performance, including key data on assets under management. Julius Baer's customer targeting efforts, service pr ... Read More
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United States (US) Wealth Management - Market Sizing and Opportunities to 2026
United States (US) Wealth Management - Market Sizing and Opportunities to 2026 Summary This report analyzes the US's wealth and retail savings and investments markets, with a focus on the HNW segment. This includes overall affluent market size (both by the number of individuals and the value of thei ... Read More
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China Wealth Management - Market Sizing and Opportunities to 2026
China Wealth Management - Market Sizing and Opportunities to 2026 Summary This report analyzes China's wealth and retail savings and investments markets, with a focus on the HNW segment. This includes overall affluent market size (both by the number of individuals and the value of their liquid asset ... Read More
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United Arab Emirates (UAE) Wealth Management - High Net Worth (HNW) Investors
United Arab Emirates (UAE) Wealth Management - High Net Worth (HNW) Investors Summary This report sizes the opportunity within the UAE's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's pr ... Read More
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Malaysia Wealth Management - High Net Worth (HNW) Investors
Malaysia Wealth Management - High Net Worth (HNW) Investors Summary Malaysia’s HNW population is dominated by older males, while female HNW individuals and professionals also represent lucrative target segments for wealth managers. In a highly competitive market such as this, advisory mandates have ... Read More
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Thailand Wealth Management - High Net Worth (HNW) Investors
Thailand Wealth Management - High Net Worth (HNW) Investors Summary Thailand’s HNW population is dominated by professional males, while female HNW individuals and professionals also present lucrative target segments for wealth managers. In a highly competitive market such as this, discretionary mand ... Read More
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Switzerland Wealth Management - High Net Worth (HNW) Investors
Switzerland Wealth Management - High Net Worth (HNW) Investors Summary This report sizes the opportunity within Switzerland's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's proprietary G ... Read More
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Sweden Wealth Management - High Net Worth (HNW) Investors
Sweden Wealth Management - High Net Worth (HNW) Investors Summary This report sizes the opportunity within Sweden's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's proprietary Global Weal ... Read More
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Credit Suisse Private Banking - Competitor Profile
Credit Suisse Private Banking - Competitor Profile Summary GlobalData’s 'Credit Suisse Private Banking - Competitor Profile' provides a comprehensive analysis of Credit Suisse’s private banking and wealth management operations. It offers insights into the company’s strategy and financial performance ... Read More
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