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Company Insights
LGT Private Banking – Competitor Profile
This report provides comprehensive analysis of LGT Private Banking's operations. It offers insight into the company’s strategy and financial performance, including key data on assets under management. Customer targeting, service proposition, product innovation, and marketing activities are also covered. Headquartered in Vaduz, Liechtenstein, LGT Group is a private banking and asset management firm that is fully controlled by the Princely Family of Liechtenstein. The group operates from more than 25 locations across Europe, Asia-Pacific, and the Middle East.
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Company Profile
LGT Group Foundation – Company Profile
LGT Group Foundation (LGT) is a provider of private banking and asset management services. Private banking comprises investment advisory, foreign exchange, investments, portfolio management, trading advisory and execution, credit facilities, philanthropy, and impact investing. Investment services comprise private Markets, multi-asset Solutions, liquid Alternatives, trading advice and execution, specialized Long-only solution and philanthropy services, and impact investing. Its asset management solutions comprise investment funds and discretionary investment management services. LGT serves high- and ultra-high-net-worth individuals, wealthy families, and institutional clients through...
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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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Thematic Analysis
Wealth Management Sector Scorecard – Thematic Research
Viewing the world’s data by themes makes it easier to make important decisions. Companies that invest in the right themes become success stories; those that miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders that invade a sector. The business transformation of the wealth industry is in full swing post-COVID-19. Most traditional wealth managers have been able to recover losses that occurred in 2020,...
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Thematic Analysis
Wealth Management Scorecard – Thematic Research
This report assesses the key themes that are transforming the wealth management market right now, utilizing our thematic scoring methodology to identify which companies will do well in the market in the future – and the companies that will falter as a result of their lack of investment and focus in these key wealth management themes. In this report, we score 60 of the world’s leading wealth management companies against the 10 themes that are impacting their industry the most....
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Sector Analysis
Wealth in Singapore: HNW Investors 2018
The local HNW segment is older than their global peers, highlighting the need for wealth preservation and efficiently passing on wealth through the generations via trusts or simple inheritance planning. Other opportunities include repatriation of offshore assets and high demand for tax planning due to changes brought about by the OECD’s Common Reporting Standard (CRS). One of the main challenges is the dominance of advisory asset management, which is more time consuming than offering discretionary mandates. This report analyzes the...
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Company Insights
Super League In-Depth Analysis: HSBC Private Bank 2017 – Tracking the world’s major competitors in wealth management
"Super League In-Depth Analysis: HSBC Private Bank 2017", is a comprehensive analysis of HSBC’s private bank operations. It offers insight into the company’s strategy, financial results, marketing activities, customer targeting, and product innovation. Headquartered in London, HSBC Holdings is a global universal bank. HSBC Private Bank is a brand used by its Global Private Banking division that caters to individuals with more than $5m (or local currency equivalent) in assets. Some wealth management operations are also run within HSBC’s Retail...
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Sector Analysis
OpportunityAnalyzer: Sepsis and Septic Shock – Opportunity Analysis and Forecasts to 2026
Sepsis is a complex disease, which not only involves a wide array of causative agents, but also results in different individual immune responses, causing various single or multiple organ dysfunction(s). Late 2016, the sepsis and septic shock market embraced new consensus definitions for sepsis and septic shock, which for the first time mandate an organ dysfunction underlying an infection to be classified as suffering from sepsis or septic shock. Past clinical development of drugs has been hampered by late stage...
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Analyst Opinions
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
Wealth in the UK: Competitive Dynamics 2016
Since the introduction of the Retail Distribution Review (RDR) in 2012, the UK wealth management competitive landscape has undergone a steady evolution. New business models have emerged as both new and established players seek ways to address the range of financial demands of retail, mass affluent, and cost-conscious high net worth (HNW) individuals. Several digital platforms have launched in the UK market in 2016, ranging from extensions of traditional wealth managers to robo-advisors. With the Financial Conduct Authority (FCA) addressing...