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Thematic Analysis
ESG (Environmental, Social and Governance) in Wealth Management – Thematic Research
ESG in Wealth Management Market Report Overview Global sustainable fund assets have almost tripled in the past few years, rising to $2.8 trillion at the end of the first quarter of 2022. Environmental, social, and governance (ESG) is no longer just a buzzword but has a major impact on the broader financial services industry, and the wealth management sector in particular. As per S&P, from an investment standpoint, ESG sees “market participants consider in their decision-making the ways in which...
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Sector Analysis
Mass Affluent Target Propositions, 2021 Update – A Key for Sustainability and Growth
The global wealth market will increase by 8% in 2021. Targeting the mass affluent demographic has worked its way up the priority list for banks and wealth managers in recent years. Some banks are not new to capturing this demographic with dedicated services, but in this digital transformation period competition for this lucrative group is on the rise. Heightened competition and regulatory costs for wealth managers, low interest rate margins for banks, and new digital entrants keen to keep their...
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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
Global Wealth Market Post-COVID-19
The global wealth market will decline by 7% in 2020 due to the coronavirus. The pandemic has forced worldwide markets into lockdown, which will result in severe economic downturn. HNW individuals will be hurt the most due to their appetite for riskier asset classes, which have experienced declines mirroring the 2007-09 recession. Returns from all asset classes will be low as stock markets have crashed, interest rates are nearing 0%, and emergency government support is reducing yields from other fixed-income...
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Sector Analysis
Robo-Advice in Retirement, Pensions, and Protection
"Robo-Advice in Retirement, Pensions, and Protection", report looks at the range of robo-advice propositions currently available, and uses them to give an overview of how the space is evolving. It analyzes what types of providers are entering the market, what type of service they offer, and what areas of customer finances they are advising on. The report concludes with key questions providers must ask themselves when developing a robo-advice service, alongside key lessons learned from the case studies. Robo-advice generally...
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Sector Analysis
Technology in Wealth Management: Drivers for Adoption and Future Trends
"Technology in Wealth Management: Drivers for Adoption and Future Trends", report provides a comprehensive analysis of how technological developments are affecting the wealth management industry, including both traditional providers and new digital entrants to the market. Among others, the report leverages findings from our Global Wealth Managers Survey and Mass Affluent Investor Survey. Investing in technology has leapt to the top of most wealth managers’ agendas. The emergence of robo-advisors has triggered interest in changing investor demographics and new approaches...
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Sector Analysis
Money 20/20 USA: Key Takeaways
"Money 20/20 USA: Key Takeaways", report provides a comprehensive analysis of how recent trends discussed at Money 20/20 USA and the ongoing fintech revolution are shaping the wider financial services industry. Over October 21-24, 2018 industry leaders from across the world gathered in Las Vegas for Money 20/20 USA to discuss the latest trends in payments, fintech, and financial services in general. The event drew more than 10,000 attendees, 3,000 companies, and 400 start-ups from across the globe. Being the...
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Company Insights
Competitor Profile: Wealthfront
Wealthfront is an AI-based online robo-advisory solution, enabling its users to build a diversified investment portfolio with a variety of asset classes across public equity, corporate and government bonds, mutual funds, exchange-traded funds (ETF), and real estate.
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Sector Analysis
Robo-Advisors: Mapping the Competitive Landscape
The wealth management industry has long been resilient to the digitization process observed in the wider financial services space. This has started to change, however, with interest in robo-advice platforms increasing in 2015. The automated investment management space is hence becoming ever-more competitive as new entrants launch propositions. Supported by software developers, traditional wealth managers have also started exploring the digital advice market. Competition will thus increase further, although robo-advisors are still looking for business models that will appeal to...
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Sector Analysis
Seizing the Global HNW Pension Opportunity
5.2 million HNW investors are of retirement age and 3.9 million HNW individuals will gain access to their pension assets within the next 10 years, freeing up a significant amount of wealth locked up in pension products. Being able to provide pre-retirement advice as well as advice on transition strategies will be critical, given increased churn rates when investors retire. However, only 65% of providers in the HNW space offer pension and retirement planning advice, predominately via partnerships. On the...