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Sector Analysis
Sweden’s Retail Banking - Competitive Dynamics
Sweden's Retail Banking - Competitive Dynamics; is an exhaustive research report outlaying Retail Banking Scenario in Sweden. The report provides year on year statistics on Total Bank Deposits, Saving Accounts Deposits, Current Account Deposits, Mortgage and Loan Outstanding balances, and Credit Card Outstanding balances split by Banking Institutions.
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Sector Analysis
Social Media in Wealth Management; Reaching clients and prospects on social media.
The majority of investors are now active on social media on a daily basis, and wealth managers should embrace this both on the company-level and on the relationship manager-level. Social media adds value in a number of ways. Companies can benefit from social media in promoting their brand, enhancing thought leadership and investment opportunities, reaching out to a younger target audience, as well as servicing customers. Relationship managers can leverage social media in researching and reaching out to prospective clients,...
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Analyst Opinions
Social Media in Wealth Management; Reaching clients and prospects on social media.
The majority of investors are now active on social media on a daily basis, and wealth managers should embrace this both on the company-level and on the relationship manager-level. Social media adds value in a number of ways. Companies can benefit from social media in promoting their brand, enhancing thought leadership and investment opportunities, reaching out to a younger target audience, as well as servicing customers. Relationship managers can leverage social media in researching and reaching out to prospective clients,...
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Sector Analysis
Mass Affluents: Product Holding and Preferences in Australia
The Australian mass affluent segment is very savvy when it comes to managing their finances. Compared to retail consumers, mass affluent also have greater liquidity, allowing them to take advantage of their extra cash to maximize returns and reduce cost through their financial product holdings. In general, mass affluent are sensitive towards APR and will shop around for financial products or use a combination of products that give them the best return.
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Sector Analysis
Wealth in Brazil: HNW Investors; Understanding HNW investors and wealth management strategies.
The majority of wealth in Brazil originates from the construction and finance industries, and can be attributed to a range of sources. These investors are confident enough to deal with their financial affairs, but to gain access to sophisticated products and achieve better returns they opt for management services. Investment portfolios are built around cash and bonds, but it is expected that alternative holdings will continue to gain importance.
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Sector Analysis
Wealth in Poland: HNW Investors; Understanding HNW investors and wealth management strategies.
The Polish HNW population is dominated by entrepreneurs who prefer to stay in control of their finances, even if they lack experience in capital markets. While they do approach wealth managers for investment advice, Polish HNW investors like to sign off most decisions regarding their portfolios. With the 2008–09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks. Hence the main challenge for Polish competitors is developing a strong, trust-based relationship...
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Sector Analysis
Mass Affluents: Product Holding and Preferences in Singapore
Mass affluent populations around the world are growing in size, making them an increasingly important segment for financial providers. These consumers possess more financial products than average, maintain higher levels of savings and investments, and are more likely to use added-value services. This makes them an attractive and profitable segment to target.
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Analyst Opinions
Mass Affluents: Product Holding and Preferences in the UK
Mass affluent populations around the world are growing in size, making them an increasingly important segment for financial providers. These consumers possess more financial products than average, maintain higher levels of savings and investments, and are more likely to use added-value services. This makes them an attractive and profitable segment to target.
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Analyst Opinions
Summary of Brexit Forecasts
GlobalData’s “Summary of Brexit Forecasts” provides an overview of third party forecasts for the short- and long-term impact on the UK’s GDP of leaving the EU, based on different scenarios for the final settlement negotiated by the UK. It also summarizes third party forecasts for the impact on the GDP of EU member states, the US, and China. The UK’s decision to leave the EU has sparked considerable uncertainty over the short- and long-term impacts on the UK economy. In...
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Sector Analysis
Mass Affluents: Product Holding and Preferences in the UK
Mass affluent populations around the world are growing in size, making them an increasingly important segment for financial providers. These consumers possess more financial products than average, maintain higher levels of savings and investments, and are more likely to use added-value services. This makes them an attractive and profitable segment to target.