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Consumer Insights
NewMass Affluent Banking in Greater China – Regional Breakdown by Market Trends, Investment Preferences and Competitor Benchmarking
Mass Affluent Banking Market in Greater China Report Overview Emerging affluents and mass affluents make up most of the affluent population in the Greater China region. The population of affluents has been exponential in the last decade in the region. However, the growth is expected to slow down in the upcoming years as the economies mature. Despite low growth, the number of mass affluent customers in the region is exceedingly large, offering a huge market to the financial providers looking...
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Analyst Opinions
NewHNW Asset Allocation Trends, Investment Drivers and Preferences, 2024 Update
Reasons to buy the ‘HNW Asset Allocation Trends’ report: Get an overview of the key themes for investment in 2024, including inflation, interest rates, geopolitical risk, and war​. Gain insight into the retail and HNW investment portfolios and what this means for 2024 allocations. Access a detailed review of the reliance on asset managers in the investment portfolio and the drivers motivating HNW investors in each asset category. Analyze HNW asset allocation strategies in 24 key markets and examine the drivers behind investment...
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Company Profile
NewAcorns Advisers LLC – Company Profile
Acorns Grow, Inc. (Acorns) a developer of mirco investment software application. Its application allows users to harvest, save and invest spare change from everyday purchases into a diversified portfolio. The company's application uses a computer software-based algorithm that provides clients with investment advice on allocations of exchange-traded funds (ETFs) based on personalized information that each client enters through the website or application. The portfolios comprise of investments in large companies stocks, small companies stocks, emerging market stocks, government bonds, corporate...
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Company Profile
NewNu Holdings Ltd – Company Profile
Nu Holdings Ltd (Nubank) operates as a digital financial services platform and technology company. Its offering products include digital accounts, credit cards, nubank ultraviolet, loans, business account, business credit card, nubank vida and nubank rewards. The company also offer nuconta account. Nubank services comprise investment and financial advisory. The company allow nuaccount customers to make and receive transfers, pay bills and make everyday purchases through their mobile phones. The company nuinvest, an investment product that provides equity, fixed-income, options and...
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Analyst Opinions
Australia Wealth Management – High Net Worth (HNW) Investors, 2023 Update
Australia Wealth Management Report Overview Austalia’s wealth market is mature when compared to other Asia-Pacific markets. More than 57% of HNW investors in Australia are aged 61 or above, consequesntly highlighting major wealth preservation strategies. Healthcare is the largest contributor to HNW wealth in Australia. However, the financial services sector, the second-largest contributor to HNW wealth has remained resilient in the face of global and domestic uncertainty. Australia wealth mangemnet market report sizes the opportunity within Australia's wealth market and...
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Sector Analysis
Gold Mining Market Analysis by Reserves, Production, Assets, Demand Drivers and Forecast to 2030
Empower your strategies with our Global Gold Mining to 2026 report and make more profitable business decisions.Gold Mining Market Report Overview The amount of gold produced in 2023 is 121.2moz. Ghana and the US are the key contributors to the growth in global supply in 2023. After a steady improvement from early November 2022, the gold price fell in February due to an improving US dollar and strong US economic data. However, over the course of 2023 economic headwinds are...
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Company Profile
Interactive Brokers Group Inc – Company Profile
Interactive Brokers Group Inc (IBG) is an automated global electronic broker company. It executes, processes, clears, and settles trades globally for both individual and institutional customers. The company provides trading platforms and services for futures, options, stocks, foreign exchange instruments, mutual funds, bonds, exchange-traded funds (ETFs) and cryptocurrencies. IBG provides custody services and accounts for mutual and hedge funds, ETFs, proprietary trading groups, registered investment advisors, introducing brokers and individual investors. The company operates through its offices in the US,...
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Company Profile
Hargreaves Lansdown plc – Company Profile
Hargreaves Lansdown plc (HLP) is an investment services provider that offers direct-to-investors investment services and portfolio management solutions. Its portfolio comprises a range of individual savings accounts, investments, pensions, and other related services. The company offers services related to investment in savings, share dealings, investment trusts, funds and ETFs, and venture capital trusts. HLP provides pension solutions such as self-invested personal pensions (SIPP), annuities, and drawdown. In addition, HLP offers services such as foreign currency services, financial advisory, company pension,...
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Company Profile
AGF Management Ltd – Company Profile
AGF Management Ltd (AGF) is an investment and asset management company. It offers a diversified range of mutual funds and exchange-traded funds (ETFs) across various asset classes including equity, balanced, multi-asset, and fixed income. The company provides investment strategies in the areas of managed solutions, preferred pricing, and sustainable investing. AGF also provides industry news and insights to customers. It serves wealthy families and high net-worth individuals; financial advisors; and institutional customers such as sovereign wealth funds, pension and corporate...
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Company Profile
TD Ameritrade Holding Corp – Company Profile
TD Ameritrade Holding Corp (TDAHC), a subsidiary of The Charles Schwab Corporation, is a provider of securities brokerage and technology-based financial services to independent registered investment advisors and retail investors. Its portfolio of offerings consists of retail brokerage services for a variety of asset classes such as stocks, equities, ETFs, futures and options, forex, mutual funds, bonds & fixed income, and annuities. The company provides clearing and execution services for its securities brokerage through its subsidiary, TD Ameritrade Clearing. In...
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