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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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Analyst Opinions
Singapore Wealth Management – Market Sizing and Opportunities to 2027
Singapore Wealth Management Report Overview Singapore’s affluent segment (including HNW and mass affluent individuals) has grown steadily in recent years. Collectively, HNW and mass affluent individuals accounted for almost two-fifths of the total population in 2022. In Singapore, affluent individuals held 84% of the city-state’s total liquid assets in 2022, with mass affluents alone accounting for almost half. In addition, the larger role of deposits in the liquid asset mix helped prevent a loss of wealth among the affluent, who...
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Analyst Opinions
Australia Wealth Management – Market Sizing and Opportunities to 2027
Australia Wealth Management Report Overview Affluent individuals (including HNW individuals and mass affluents) collectively held the vast majority of onshore liquid assets, highlighting the country’s high level of wealth imbalance. The equities market recorded significant volatility resulting in a decline. Additionally, inflationary pressures and supply chain disruptions across 2022 and 2023 translated into more depressed financial markets, thus impacting investor sentiment. The Australia Wealth Management market research report will help to keep up to date with the Australian wealth management...
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Product Insights
Gonghe Hi-Tech Wealth Solar PV Park Phase III
Gonghe Hi-Tech Wealth Solar PV Park Phase III is a solar PV project located in Hainan, China. The project was developed by NR Electric Co Ltd. The project came online in 2014. Empower your strategies with our Gonghe Hi-Tech Wealth Solar PV Park Phase III report and make more profitable business decisions. Note: This is an on-demand report that will be delivered upon request. The report will be delivered within 2 to 3 business day of the purchase, excluding weekends...
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Analyst Opinions
NewInnovations in Accounts and Cash Management – Trends, Drivers and Opportunities, 2024
Reasons to buy the ‘Innovations in Accounts and Cash Management’ report: Track competitors’ innovations to gain an advantage within the market. Identify factors affecting consumer spending and wealth management. Discover the factors driving savings and investment platforms.  How is our ‘Innovations in Accounts and Cash Management’ report unique from other reports in the market?  This report provides an overview of innovations within multiple retail banking and wealth management markets with specific applications on Savings Accounts and Cash Management.  The report...
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Sector Analysis
NewUnited Kingdom (UK) Financial Advisors Market Overview by Financial Advice Firms, Opportunities and Threats, 2023 Update
United Kingdom (UK) Financial Advisors Market Report Overview The UK financial advisors market is undergoing a period of consolidation, as a result, the composition of the market is changing slowly but surely owing to ready sellers and willing buyers. Single advisor firms still dominate the market. However, the average number of advisors per firm is rising, indicating a shift towards medium-sized and large outfits. Financial advisors play an important role in serving retired individuals and those approaching retirement. However, the...
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Company Insights
NewMorgan Stanley – Digital Transformation Strategies
Morgan Stanley Digital Transformation Strategies Overview Morgan Stanley is utilizing AI and machine learning to improve its wealth and asset management operations and other operational processes. AI, big data, cloud, and blockchain are among the key technologies under focus for the company. The annual ICT spending of Morgan Stanley was estimated at $4.6 billion in 2023. A major share of this spending is earmarked for acquiring software, ICT services, and network and communications from vendors. Morgan Stanley is utilizing AI...
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Company Insights
NewPhonePe – Competitor Profile
PhonePe is one of the most widely adopted mobile wallets in India, with over 520 million users. The company was founded as a fintech startup in late 2015; by April 2016, PhonePe was operating as a subsidiary of ecommerce platform Flipkart. With heavy financial backing from Flipkart, the mobile wallet service flourished. In 2020, US retail giant Walmart (the owner of Flipkart) decided to spin off PhonePe to operate as a separate entity (a process that was completed in December...
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Sector Analysis
Switzerland Wealth Management – Market Sizing and Opportunities to 2027
Switzerland Wealth Management Report Overview Switzerland’s affluent population (including HNW and mass affluent individuals) has shown steady growth in recent years. Collectively, HNW and mass affluent individuals accounted for more than 95% of the total population in 2022. It is among the highest in the world.​ The Switzerland Wealth Management market research report will help to keep up to date with the Swiss wealth management industry, looking at investors’ asset allocation by affluence bandings as well as a detailed picture of where...
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Company Insights
Deutsche Bank Wealth Management – Competitor Profile
Deutsche Bank Competitor Profile Overview Deutsche Bank has its headquarters in Frankfurt, Germany with offices across the Asia-Pacific, the Americas, and the Europe, the Middle East, and Africa (EMEA) regions. The bank’s Wealth Management division sits within the overall Private Bank division which is one of five, main business segments. Deutsche Bank Wealth Management offers a wide range of traditional and alternative investment products and lending and deposit products to HNW and UHNW individuals, entrepreneurs, and family offices. The Deutsche...