Custom Market Sizing and Forecasts Client: Specialist Banking Group.
A specialist banking group client sought to better understand its current market share and future growth opportunities of the UK investment management market across 19 regional divisions. The client’s target market was defined as individuals with over £250,000 in investable assets.
Our Solution
GlobalData leveraged its proprietary datasets and industry knowledge complemented with in-depth interviews to provide a view on key trends in the wider UK investments market.
A quantitative model was developed to size and forecasted the client’s target market broken down by age, investment products held, and type of mandate.
Outcome
GlobalData assisted the client to prioritize target regions and set KPIs for its advisor base.
Furthermore, the client gained visibility over the size and growth of its target market at a granular level broken down regionally.
Our consultants work closely with you to understand requirements and develop a tailored approach and deliverables.
