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Company Profile
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Coutts & Co – Company Profile
Coutts & Co (Coutts) is a subsidiary of NatWest Group Plc, offers private banking, commercial banking, and wealth management services. Its Private Banking segment covers current and deposit accounts, credit, debit, and charge cards, travel insurance, tailored loans, and mortgages. The Commercial Banking segment offers current and savings accounts, cards, and bespoke loans and overdraft facilities. As part of its Wealth Management segment, it deals with alternative investments, advisory services, investment services, investment structuring, securities dealing and exchange services, and...
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Company Profile
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NatWest Group Plc – Company Profile
NatWest Group Plc (NatWest) is a provider of personal and commercial banking, and other financial solutions through two major subsidiaries: The Royal Bank of Scotland and NatWest. Personal banking consists of accounts, cards, loans and mortgages, insurance, investment, and private banking solutions Business banking includes cards and payments, business loans and finances, business support, and international finance. Some of its other brands include Ulster Bank, Coutts, Drummonds, NatWest, Isle of Man Bank, Holt’s, Lombard, and RBS International. It also offers...
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Analyst Opinions
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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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Company Insights
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Mortgage Brain – Tech Innovator Profile
Mortgage Brain provides mortgage software solutions, primarily to its 22,000-strong intermediary base. Established as a mortgage-sourcing software provider, Mortgage Brain now offers various white-label software solutions and mobile apps. These help advisors and lenders with mortgage client management while offering consumers mortgage advice. Its solutions allow users to complete a mortgage application online as well as securely exchange documents and messages. The company is backed by six of the UK’s largest mortgage lenders: Barclays, Lloyds Bank, Nationwide Building Society, RBS,...
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Sector Analysis
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UK Wealth Management – Competitive Dynamics 2019
The wealth management industry saw a sharp slowdown in asset growth in 2018. Individually, wealth managers saw mixed success, with the strongest growth stemming from continued merger and acquisition (M&A) activity. Market uncertainty dominated the year, with record levels of outflows resulting in several key funds being suspended and heavy losses for investors. The sentiment behind these withdrawals was linked strongly to the Brexit process. Following the UK’s eventual exit from the EU in January 2020, EU rules will continue...
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Sector Analysis
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Wealth in the UK: Competitive Dynamics 2017
"Wealth in the UK: Competitive Dynamics 2017", report analyzes the UK wealth management market, with a focus on the top 20 competitors and the HNW investor segment. The report uses findings from GlobalData’s 2017 Wealth Managers Survey and 2017 IFA Survey. The competitive landscape of the UK wealth management industry continues to evolve. Although there are no high-profile new entrants to the market, incumbents have started to feel the pressure from new business models focused on digital channels. As such,...
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Company Insights
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Wealth in the UK: Competitive Dynamics 2018
"Wealth in the UK: Competitive Dynamics 2018", report analyzes the UK wealth management market, with a focus on the top 20 competitors and the HNW investor segment. The report uses findings from GlobalData’s 2018 Wealth Managers Survey and 2018 IFA Survey. The UK’s leading wealth managers outperformed the total UK liquid asset growth in 2017, with acquisitions being a common reason for this growth. Robo-advisors remain the only notable new entrants to the UK wealth management industry; however, the cut-throat...
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Sector Analysis
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Wealth in the UK: HNW Investors 2018
"Wealth in the UK: HNW Investors 2018", report analyzes the investing preferences and portfolio allocation of British HNW investors. It is based on our proprietary Global Wealth Managers Survey. Intergenerational wealth transfer will be a big source of new business over the coming years, as will tax planning - with both requiring professional advice and planning. One of the main challenges is an increase in demand for both advisory and automated solutions, indicating a shift away from an industry with...
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Analyst Opinions
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HNWI Asset Allocation 2020
This report looks at a detailed breakdown from WealthInsight’s proprietary country report model of HNWI populations and wealth. It provides an analysis of HNWI demographics based on a unique analysis of the HNWI dossier database. It analyses trends in HNWI investments by asset class, and looks at a breakdown of foreign and alternative investments. It provides an in-depth analysis of competitor product strategy, innovation, and mergers and acquisitions, and identifies current and future opportunities available to providers in selected core...
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Analyst Opinions
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The Impact of Money Laundering on Customer Due Diligence
The report focuses on recent developments as a result of anti-money laundering (AML) regulation, and its effect on global regulation. It provides an overview of key drivers and vendors operating in financial risk management. It provides detailed analysis of the key operational and technological trends and challenges that institutions face due to the rapid rise in money-laundering activity and frequent regulatory upgrades. It provides an insight into the impact of money laundering on businesses, and the customer due diligence (CDD)...
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