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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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Sector Analysis
Wealth in Germany: HNW Investors 2018
The profile of German HNW investors is changing. The above-average age of HNW investors means that intergenerational wealth transfer, succession, and inheritance planning are all front of mind. While wealth preservation rather than accumulation may be the predominant strategy among this age group, German HNW investors are actually showing a greater openness to new investment options and an increasing appetite for robo-advice services. This report analyzes the investment preferences and portfolio allocation of German HNW investors. The report is based...
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Sector Analysis
Seizing the Global HNW Expat Opportunity
"Seizing the Global HNW Expat Opportunity", report sizes and analyzes the global HNW opportunity, and provides detailed recommendations on how to best target and service this segment. The report is based on our proprietary Global Wealth Managers Survey. Expats constitute 11.4% of the global HNW population, equating to 1.2 million individuals. This represents a sizable (albeit competitive) target market, with the US home to the largest number of HNW expats. However, it is the UAE, Singapore, and Hong Kong where...
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Sector Analysis
HNW Asset Allocation Trends 2018
HNW Asset Allocation Trends 2018 draws on our Global Wealth Managers Survey to analyze HNW asset allocation strategies in 17 key markets. In particular, it examines the drivers behind investment choices now and over the next 12 months. A search for yield has been the dominating theme over the past few years, which has resulted in a HNW portfolio heavily exposed to equity investments. However, after years of calm volatility returned to global markets in early 2018, and we are...
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Sector Analysis
Wealth in China: HNW Investors 2018
"Wealth in China: HNW Investors 2018", report analyzes the investing preferences and portfolio allocation of Chinese HNW investors. It is based on our proprietary Global Wealth Managers Survey. Chinese HNW investors, who skew heavily towards entrepreneurial males across three industries, show strong demand for most forms of wealth advice and planning. A multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A uniquely large expat market, a burgeoning appetite for novel options...
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Company Insights
Super League In-Depth Analysis: Citi Private Bank 2017 – Tracking the world’s major competitors in wealth management
"Super League In-Depth Analysis: Citi Private Bank 2017", is a comprehensive analysis of Citigroup’s private banking 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. Citi Private Bank is part of Citigroup’s Institutional Clients Group, reflecting the bank’s strategy of leveraging institutional banking capabilities to serve UHNW clients. The lower segments of the market are served by brands that sit within Citibank’s...
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Sector Analysis
HNW Targeting and Retention Strategies
"HNW Targeting and Retention Strategies", report analyzes and sizes key segments of the global HNW market, and provides detailed recommendations how to best target and service these individuals. The report also provides a detailed discussion on the effectiveness of different HNW client retention strategies. It is based on our proprietary Global Wealth Managers Survey. 48% of HNW individuals are professionals, making them the largest target market, closely followed by entrepreneurs at 46%. While considerably smaller in size, providers will also...
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Company Insights
Super League In-Depth Analysis: Bank of America Wealth Management 2017 – Tracking the world’s major competitors in wealth management
"Super League In-Depth Analysis: Bank of America Wealth Management 2017", profile provides a comprehensive analysis of Bank of America’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. Bank of America operates through four business segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets. The wealth management units Merrill Lynch and U.S. Trust sit within...
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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...