Category: Wealth Management
Wealth Management market research reports by GlobalData
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UBS Global Wealth Management - Competitor Profile
UBS Global Wealth Management - Competitor Profile 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 assets under management. Customer targeting and service propo ... Read More
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Australia Wealth Management - High Net Worth (HNW) Investors, 2023 Update
Australia Wealth Management - High Net Worth (HNW) Investors, 2023 Update Summary Australia’s HNW market is dominated by older professional males. HNW investors have mainly sourced their wealth from earned income, while entrepreneurial income and inheritance form smaller yet growing sources. Discret ... Read More
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HNW Asset Allocation Trends, Strategies, Drivers and Forecast, 2023 Update
HNW Asset Allocation Trends, Strategies, Drivers and Forecast, 2023 Update Summary Drawing on results from GlobalData's annual Global Wealth Managers Survey, this report analyzes HNW asset allocation strategies across key global markets. In particular, it examines the drivers behind investment choic ... Read More
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Hong Kong (China SAR) Wealth Management - High Net Worth (HNW) Investors
Hong Kong (China SAR) Wealth Management - High Net Worth (HNW) Investors Summary GlobalData’s 'Hong Kong (China SAR) Wealth Management - High Net Worth (HNW) Investors' analyzes the investing preferences and portfolio allocation of Hong Kong's HNW individuals. It profiles HNW investors in terms of t ... Read More
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Spain Wealth Management - High Net Worth (HNW) Investors
Spain Wealth Management - High Net Worth (HNW) Investors Summary The Spanish HNW market is dominated by professional and high-earning males. A high proportion of the typical Spanish HNW portfolio is not placed with wealth managers, indicating a significant market opportunity. A growing appetite for ... Read More
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United Kingdom (UK) Wealth Management - High Net Worth (HNW) Investors
United Kingdom (UK) Wealth Management - High Net Worth (HNW) Investors Summary This report sizes the opportunity within the UK's wealth market and analyzes the investing preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's proprietary ... Read More
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Singapore Wealth Management - High Net Worth (HNW) Investors
Singapore Wealth Management - High Net Worth (HNW) Investors Summary This report sizes the opportunity within Singapore's wealth market and analyzes the investing preferences, service requirements, and portfolio allocations of the city-state's HNW investors. The report is based on GlobalData's propr ... Read More
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India Wealth Management - Market Sizing and Opportunities to 2026
India Wealth Management - Market Sizing and Opportunities to 2026 Summary India’s affluent population registered an average annual growth rate (AAGR) of 11.3% over 2016–21. After recovering from the pandemic-induced downturn in 2021, the Indian economy continued to grow in 2022 despite witnessing gl ... Read More
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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