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Sector Analysis
The Global Wealth Market in 2017
"The Global Wealth Market in 2017", report analyzes the global wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets. The global wealth market is on a continuous growth path. Worldwide liquid onshore assets will exceed $100tn by the end of 2017. But the market is not homogenous: rates and reasons for growth differ between affluent segments, the level of economic development in any given nation, and local...
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Company Insights
Super League In-Depth Analysis: RBC Wealth Management 2017 – Tracking the world’s major competitors in wealth management
"Super League In-Depth Analysis: RBC Wealth Management 2017", competitor profile is a comprehensive analysis of RBC’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. Headquartered in Toronto, Canada, RBC Wealth Management is one of the five main business segments of RBC. RBC Wealth Management has five divisions, including the company’s Global Asset Management unit. RBC Wealth Management has 1,800...
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Company Insights
Super League In-Depth Analysis: Credit Suisse Private Banking 2017 – Tracking the world’s major competitors in wealth management
"Super League In-Depth Analysis: Credit Suisse Private Banking 2017", is a comprehensive analysis of Credit Suisse’s private banking 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. Credit Suisse is a global bank headquartered in Zurich, Switzerland. It provides private banking and wealth management, corporate banking, investment banking, and retail banking services to individuals, corporations, and institutions in around 50 countries. It offers private banking...
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Sector Analysis
Global Wealth Management: Competitive Dynamics 2018
The global private wealth market had a good 2017, and the top players of the sector benefited significantly as a result. While there was no change in the order of the world’s five largest private wealth managers, the Super League effectively gained market share among HNW investors, growing assets under management (AUM) at a faster pace than the overall wealth markets. Net inflows were the strongest since we began tracking and collectively, profits rose as cost-to-income ratios improved. This report...
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Company Insights
Super League In-Depth Analysis: J.P. Morgan Private Bank 2018
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’s Private Bank is a brand used by its Asset & Wealth Management (AWM) business segment to cater to individuals and institutions with more than $10m in investible assets. This competitor profile is a comprehensive analysis of J.P. Morgan’s private banking and wealth management operations operations. It offers insight into the company’s strategy and financial performance, including key...
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Company Insights
Super League In-Depth Analysis: UBS Global Wealth Management 2018
This profile is a comprehensive analysis of UBS’s wealth management operations. It offers insight into the company’s strategy and financial performance, including key data on assets under management. Customer targeting and service proposition are covered, as are product innovation and marketing activities. Headquartered in Switzerland, UBS is a global organization with a physical wealth management presence in 40 countries. It operates through four business divisions: Global Wealth Management, Personal and Corporate Banking, Asset Management, and Investment Bank. UBS is the...
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Track & Monitor
FinTrack: November 2018
Every month, FinTrack will showcase the latest innovations from financial services providers around the world. Each innovation is assessed and rated on key criteria, providing you with valuable insight. The provision of financial services is constantly evolving, with new technology having a particularly significant impact. Innovations such as digital delivery, AI, biometrics, and robo-advice are enabling providers around the world to offer new and improved services to customers that will improve the way they manage their finances. The growing availability...
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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
Super League In-Depth Analysis: Bank of America Wealth Management 2018
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 the GWIM division. Its corporate headquarters is located in Charlotte, North Carolina. This profile is a comprehensive analysis of Bank of America’s wealth management operations. It offers insight into the company’s strategy and financial performance, including key data on AUM. Customer targeting and service proposition are also covered,...
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Sector Analysis
Choosing a Wealth Manager: the Decision-Making Process in the UK
While triggers for seeking advice differ across segments, the need for advice is centered on events where the consumer is gaining access to substantial funds, such as retirement or inheritance. Individuals in higher income bands are unsurprisingly more willing to pay for advice, but uptake can be boosted through education and the promotion of a trusted brand. Given HNW investors’ tendency to spread their assets across multiple providers, becoming a one-stop shop is critical as it means investors are less...