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Thematic Analysis
NewWealth Management Sector Scorecard – Thematic Intelligence
Wealth Management Sector Scorecard Thematic Intelligence Report Overview The wealth management sector must continuously invest in key themes to capture more market share. Digital investment platforms with the infusion of emerging technologies, such as artificial intelligence (AI) and machine learning, can offer customers efficient personalized services. This will not only help players retain customers but also gain a competitive advantage. Environmental, social, and governance (ESG) services remain a key theme in the wealth space, accelerated due to the pandemic. Wealth...
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Thematic Analysis
Demographics in Banking – Thematic Intelligence
Demographics in Banking Thematic Report Overview Demographic mega-trends around birth rates, migration, and aging are intersecting with rising geo-political tensions, de-globalization, inflation, and a host of other social will have profound implications for the development of financial services across the value chain. The demographics in the banking theme report offer a comprehensive analysis of the demographics framework, key trends shaping the demographics, and insights about the key players in this theme. Key Trends · Technology Trends · Macroeconomic and Social...
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Thematic Analysis
Fintech – Thematic Intelligence
Fintech Thematic Report Overview Fintech, a portmanteau of ‘finance’ and ‘technology’, originally referred to a variety of new entrants, free from legacy. It is often able to bypass bank regulation operating primarily direct-to-consumer business models. These early entrants were positioned by some analysts and their marketing rhetoric, as disruptors, out to “break the banks.” Primarily, there was much disruption, in terms of disintermediating incumbents at the customer engagement level but what followed more often was a mutually beneficial partnership, with...
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Company Insights
Credit Suisse Private Banking – Competitor Profile
Credit Suisse Private Banking Competitor Profile Overview Headquartered in Zurich, Switzerland Credit Suisse is a global bank that provides private banking, wealth management, corporate banking, investment banking, and retail banking services to individuals, corporations, and institutions in around 50 countries. The Credit Suisse Private Banking competitor profile report comprehensively analyzes Credit Suisse Private Banking's private banking operations. It offers insights into the company’s strategy and financial performance, including key data on AUM. Customer targeting and service propositions are covered, as...
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Company Profile
Barclays Bank Plc – Company Profile
Barclays Bank Plc (BBP), a subsidiary of Barclays Plc, is a provider of banking and financial services. The company’s services include personal banking, retail banking, consumer finance, corporate banking, wealth management, investment banking, treasury and insurance. Its personal banking services include personal current accounts, debit cards, personal loans, motor vehicle loans, credit cards, savings accounts, bonds, mortgage, travel insurance, home insurance and life insurance. BBP business banking services comprise business current accounts, business savings accounts, business loans, business credit cards,...
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Analyst Opinions
Spain Wealth Management – High Net Worth (HNW) Investors
Spain Wealth Management Report Overview Female HNW investors remain underrepresented, but have a huge potential to grow in the Spanish wealth management market. Males account for more than 85% of the total HNW population in the country, which is slightly above average for Europe. Several programs have been established to educate and support women in establishing businesses to foster female participation in the field of entrepreneurship. For instance, in September 2022, the government launched The Break: a 10-week program for...
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Company Profile
Barclays Wealth Management – Company Profile
Barclays Wealth Management (Barclays Wealth) is a provider of wealth management and related banking services. It offers banking, wealth management, investment, and borrowing products and services. The banking comprises current accounts, saving accounts, and American Express credit and charge cards. Wealth management offers succession planning, retirement planning, tax-efficient investments, and insurance solutions. Investments provide funds, discretionary services, execution, advisory, charities, impact investing, and other services. Borrowing comprises lending and mortgage services. The company serves high net worth individuals, wealthy families,...
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Analyst Opinions
United Kingdom (UK) Wealth Management Market Size, Trends, Competitor Dynamics and Opportunities
UK Wealth Management Competitive Analysis Report Overview The top 20 UK wealth managers saw assets under management (AUM) growth in 2020. The top three by AUM were St. James’s Place Wealth Management, Barclays, and the now-merged Tilney Smith & Williamson. Despite the COVID-19 pandemic, 2020 closed positively for the largest 20 players, as each saw year-on-year growth. Overall, this group grew AUM by 11.3%. Across most top 20 players, positive market performance was the strongest driver of growth in 2020...
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Analyst Opinions
Wealth Management Competitive Dynamics – Review of Wealth Managers by AUM, Financial Performance and Competitive Trends
Wealth Management Competitive Dynamics Report Overview After 2021 saw double-digit growth in client assets and record profits, the private wealth management industry looks set for its toughest year since the global financial crisis. A combination of expansionary monetary policy and pandemic support created fertile market conditions for private wealth managers in 2021, but 2022 is set to be the polar opposite – saddling competitors with significant challenges and headwinds. The wealth management competitive dynamics research report benchmarks the AUM and...
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Analyst Opinions
Commerce Tomorrow – How Embedded Finance is Disrupting the Modern Economy
Embedded finance is the streamlined integration of financial services into a conventional non-financial service. It is intended to simplify financial processes for consumers and provide a better user experience by allowing them to access what they need when they need it. The key enablers for embedded finance are open banking and payment application programming interfaces (APIs). While these have advanced and matured sufficiently to enable embedded finance to become viable, it is not the case in all markets indicating that...