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Sector Analysis
Wealth in the UK: Competitive Dynamics 2017
"Wealth in the UK: Competitive Dynamics 2017", report analyzes the UK wealth management market, with a focus on the top 20 competitors and the HNW investor segment. The report uses findings from GlobalData’s 2017 Wealth Managers Survey and 2017 IFA Survey. The competitive landscape of the UK wealth management industry continues to evolve. Although there are no high-profile new entrants to the market, incumbents have started to feel the pressure from new business models focused on digital channels. As such,...
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Company Insights
Super League In-Depth Analysis: UBS Wealth Management 2017 – Tracking the world’s major competitors in wealth management
"Super League In-Depth Analysis: UBS Wealth Management 2017", competitor profile provides a comprehensive analysis of UBS’ wealth management operations. It offers insight into the company’s strategy, financial results, and marketing activities. It also covers recent M&A activity, customer targeting, and product innovation. Headquartered in Switzerland, UBS is a global organization with a presence in 52 countries. It operates through five business divisions: Wealth Management, Wealth Management Americas, Personal and Corporate Banking, Asset Management, and Investment Bank. UBS is the world’s...
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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
Wealth in Taiwan: HNW Investors 2017
"Wealth in Taiwan: HNW Investors 2017", explores the investment preferences and portfolio allocation of Taiwanese HNW investors. The report is based on our proprietary Global Wealth Managers Survey. With a focus on its manufacturing and IT sectors, Taiwan is an emerging market known for its entrepreneurial spirit and geographical proximity to hubs such as Hong Kong. The majority of Taiwanese HNW investors are over the age of 50, which can be attributed to historical industrialization and the notable proportion of...
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Sector Analysis
Wealth in China: HNW Investors 2017
"Wealth in China: HNW Investors 2017", analyzes the investing preferences and portfolio allocation of Chinese HNW investors. The report is based on our proprietary Global Wealth Managers Survey. The Chinese private banking industry is difficult to penetrate, but wealth managers that are aware of the local makeup of the HNW market will find it to be highly profitable. Chinese HNW investors have mainly sourced their wealth through a mixture of first-generation entrepreneurship and business ownership. While the largest chunk of...
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Sector Analysis
Wealth in Hong Kong: HNW Investors 2017
GlobalData’s "Wealth in Hong Kong: HNW Investors 2017" report analyzes the investing preferences and portfolio allocation of HNW investors in the SAR. The report is based on our proprietary Global Wealth Managers Survey. The Hong Kong private wealth market is an attractive mix of East and West. Its long-established nature makes it larger and more diversified than is common in the rest of Asia Pacific. Local HNW investors have mainly sourced their wealth through a mixture of entrepreneurship and earned...
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Sector Analysis
Wealth in Singapore: HNW Investors 2017
"Wealth in Singapore: HNW Investors 2017", report analyzes the investing preferences and portfolio allocation of Singaporean HNW investors. The report is based on our proprietary Global Wealth Managers Survey. Singapore’s HNW population remains dominated by business owners and those who accumulated their wealth through earned income. HNW individuals invest around half of managed wealth with their main wealth manager, and the majority of wealth is held via discretionary mandates. Current investment demand is particularly pronounced for equities and corporate bonds;...
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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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Company Insights
Super League In-Depth Analysis: J.P. Morgan Private Bank 2017 – Tracking the world’s major competitors in wealth management
"Super League In-Depth Analysis: J.P. Morgan Private Bank 2017", is a comprehensive analysis of J.P. Morgan Private Bank’s wealth management operations. It offers insight into the company’s strategy, financial results, and marketing activities. It also covers recent merger and acquisition (M&A) activity, customer targeting, and product innovation. JPMorgan Chase & Co. is a US-based financial services company and the parent holding company of both J.P. Morgan and Chase. J.P. Morgan Private Bank is a brand used by its Asset &...
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Sector Analysis
Offshore Investment: Booking Center Preferences 2017
"Offshore Investment: Booking Center Preferences 2017", report draws on our 2017 Global Wealth Managers Survey and Offshore Investment Analytics to analyze the performance of key booking centers over time. It has a particular focus on HNW individuals booking assets abroad. In particular it examines the propensity to invest offshore and booking center preferences for 20 key markets. The value of the offshore investment market is growing once again, reassuring all banks and wealth managers serving this lucrative if challenging segment...