Category: Wealth Management
Wealth Management market research reports by GlobalData
-
Wealth Management Trends and Themes in 2023
Wealth Management Trends and Themes in 2023 Summary In this report, GlobalData's Wealth Management team consider the key trends and themes that will shape the global wealth industry over the course of 2023. These include ESG, rising inflation, the Russia/Ukraine conflict, and increased adoption of a ... Read More
-
TD Bank - Enterprise Tech Ecosystem Series
TD Bank - Enterprise Tech Ecosystem Series Summary This report provides insight into TD Bank's fintech activities, including its digital transformation strategies, its innovation programs, its technology initiatives, and its estimated ICT budget. TD Bank provides retail and corporate banking, wealth ... Read More
-
Wealth Management Competitive Dynamics, 2022 Update - Review of Wealth Managers by AUM, Financial Performance, Innovative and Competitive Trends
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 inst ... Read More
-
Goldman Sachs Wealth Management - Competitor Profile
Goldman Sachs Wealth Management - Competitor Profile Summary GlobalData’s 'Goldman Sachs Wealth Management - Competitor Profile' provides a comprehensive analysis of Goldman Sachs’s private banking and wealth management operations. It offers insights into the company’s strategy and financial perform ... Read More
-
Morgan Stanley Wealth Management - Competitor Profile
Morgan Stanley Wealth Management - Competitor Profile Summary This report provides a comprehensive analysis of Morgan Stanley Wealth Management’s operations. It offers insight into the company’s strategy, financial performance, customer targeting, service propositions, and product innovations. Headq ... Read More
-
New Zealand Wealth Management - Market Sizing and Opportunities to 2026
New Zealand Wealth Management - Market Sizing and Opportunities to 2026 Summary New Zealand’s affluent population (including high-net-worth [HNW] and mass affluent individuals) registered an average annual growth rate (AAGR) of 6.3% over 2016-19. This positive performance hit a roadblock in 2020 due ... Read More
-
Malaysia Wealth Management - Market Sizing and Opportunities to 2026
Malaysia Wealth Management - Market Sizing and Opportunities to 2026 Summary Malaysia’s affluent segment (including HNWs and mass affluents) accounted for a mere 3.4% of the total population and held more than 88% of the country’s total onshore liquid assets in 2021. Despite a stock market decline, ... Read More
-
Indonesia Wealth Management Market Sizing and Opportunities to 2026
Indonesia Wealth Management Market Sizing and Opportunities to 2026 Summary Indonesia’s affluent segment (including HNWs and mass affluents) accounted for a mere 0.65% of the total population and account for more than 91.1% of the country’s total onshore liquid assets in 2021. Economic recovery in 2 ... Read More
-
ESG (Environmental, Social and Governance) in Wealth Management - Thematic Research
ESG (Environmental, Social and Governance) in Wealth Management - Thematic Research Summary Drawing on GlobalData’s 2021 Global Wealth Managers Survey, this report explores the current state of ESG adoption in the wealth management space and analyzes the key trends that are expected to shape the sec ... Read More
-
Hong Kong Wealth Management Market Sizing and Opportunities to 2026
Hong Kong Wealth Management Market Sizing and Opportunities to 2026 Summary Hong Kong’s affluent segment (including HNWs and mass affluents) accounted for 51.2% of the total population and held 94.7% of the country’s total onshore liquid assets in 2021. Despite the economic recovery in 2021, resurge ... Read More
-
Offshore Wealth Management - Market Trends and Competitive Dynamics 2021
Offshore Wealth Management - Market Trends and Competitive Dynamics 2021 Summary The offshore investment market reached an all-time high in 2020, propelled by investors seeking to shelter their money from the ill effects of the pandemic as well as seeking out investment opportunities after the initi ... Read More
-
High Net Worth (HNW) Offshore Investment - Drivers and Motivations 2021
High Net Worth (HNW) Offshore Investment - Drivers and Motivations 2021 Summary This report draws on GlobalData’s Global Wealth Managers Survey and Financial Services Consumer Survey to analyze the drivers behind offshore investments across the wealth pyramid. It examines and contrasts offshore inve ... Read More
-
Germany Wealth Management - Market Sizing and Opportunities to 2026
Germany Wealth Management - Market Sizing and Opportunities to 2026 Summary Based on our proprietary datasets, GlobalData’s “Germany Wealth Management - Market Sizing and Opportunities to 2026” report analyzes the German wealth and retail savings and investments markets. This includes overall afflue ... Read More
-
Innovation in Retail Wealth Management
Innovation in Retail Wealth Management Summary This report provides a roundup of innovations within the global retail wealth management market, including subscription models, personalization, and offshore investments. The number of retail investors grew substantially over the course of the pandemic, ... Read More
-
Asia-Pacific Wealth Management Market Sizing and Opportunities to 2026
Asia-Pacific Wealth Management Market Sizing and Opportunities to 2026 Summary Based on our proprietary datasets, GlobalData’s “Asia-Pacific Wealth Management Market Sizing and Opportunities to 2026” report analyzes the Asia-Pacific wealth and retail savings and investments markets. This includes ov ... Read More
-
Indonesia Wealth Management - High Net Worth (HNW) Investors 2022
Indonesia Wealth Management - High Net Worth (HNW) Investors 2022 Summary GlobalData’s 'Indonesia Wealth Management - High Net Worth (HNW) Investors 2022' analyzes the investing preferences and portfolio allocation of Indonesia's HNW individuals. It profiles HNW investors in terms of their demograph ... Read More
-
Canada Wealth Management - High Net Worth (HNW) Investors 2022
Canada Wealth Management - High Net Worth (HNW) Investors 2022 Summary HNW individuals in Canada are predominantly older males. HNW investors mainly source their wealth through earned income and entrepreneurship, but inheritance is forecast to rise given the older age of the HNW cohort. In a competi ... Read More
-
United States of America (USA) Wealth Management - High Net Worth (HNW) Investors 2022
United States of America (USA) Wealth Management - High Net Worth (HNW) Investors 2022 Summary This report sizes the opportunity within the US wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the country's HNW investors. The report is based on ... Read More
-
India Wealth Management - High Net Worth (HNW) Investors 2022
India Wealth Management - High Net Worth (HNW) Investors 2022 Summary The fast-growing Indian HNW market is dominated by professional and high-earning males. In a highly competitive market such as this, advisory mandates have the highest demand, yet offering a multi-service proposition will be key t ... Read More
-
New Zealand Wealth Management - High Net Worth (HNW) Investors 2022
New Zealand Wealth Management - High Net Worth (HNW) Investors 2022 Summary New Zealand’s HNW population is dominated by professional males, while entrepreneurs and inheritors also represent lucrative target segments for wealth managers. As observed in the wider region, New Zealand HNW wealth is spr ... Read More
-
Germany Wealth Management - High Net Worth (HNW) Investors 2022
Germany Wealth Management - High Net Worth (HNW) Investors 2022 Summary Germany's HNW population is dominated by professional males, while entrepreneurs and inheritors also represent lucrative target segments for wealth managers. In a competitive market, the largest chunk of HNW wealth is held via a ... Read More
-
Hong Kong Wealth Management - High Net Worth (HNW) Investors 2022
Hong Kong Wealth Management - High Net Worth (HNW) Investors 2022 Summary GlobalData’s 'Hong Kong Wealth Management - High Net Worth (HNW) Investors 2022' analyzes the investing preferences and portfolio allocation of Hong Kong's HNW individuals. It profiles HNW investors in terms of their demograph ... Read More
-
China Wealth Management - High Net Worth (HNW) Investors 2022
China Wealth Management - High Net Worth (HNW) Investors 2022 Summary GlobalData’s 'China Wealth Management - High Net Worth (HNW) Investors 2022' analyzes the investing preferences and portfolio allocation of China's HNW individuals. It profiles HNW investors in terms of their demographics, examine ... Read More
-
Retirement Market 2021
Retirement Market 2021 Summary The retirement and pension industry has been slow to digitally revolutionize, but in recent years some players have taken much-needed steps to do so - especially as the intergenerational wealth transfer puts pressure on wealth managers to keep family wealth in-house. N ... Read More
-
France Wealth Management - HNW Investors 2021
France Wealth Management - HNW Investors 2021 Summary The French HNW segment is characterized by a growing proportion of family business owners. A diversified market such as this requires wealth management services focused on HNW inheritor and earned income populations. French HNW investors have mai ... Read More
Research Assistance
