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Thematic Analysis
NewWealth Management Sector Scorecard – Thematic Intelligence
Wealth Management Sector Scorecard Thematic Intelligence Report Overview The wealth management sector must continuously invest in key themes to capture more market share. Digital investment platforms with the infusion of emerging technologies, such as artificial intelligence (AI) and machine learning, can offer customers efficient personalized services. This will not only help players retain customers but also gain a competitive advantage. Environmental, social, and governance (ESG) services remain a key theme in the wealth space, accelerated due to the pandemic. Wealth...
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Analyst Opinions
NewHNW Asset Allocation Trends, Investment Drivers and Preferences, 2024 Update
HNW Asset Allocation Market Report Overview Geopolitical risks from wars and sluggish economies are the challenges that private wealth managers will face while determining investment strategies for their HNW clients in 2024. There is a noticeable shift in allocations anticipated for 2024, with equity and cash generally winning greater shares of the portfolio. The HNW asset allocation market research report provides an overview of the key factors associated with investment allocation in 2024. It provides an analysis of investment drivers...
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Analyst Opinions
Singapore Wealth Management – Market Sizing and Opportunities to 2027
Singapore Wealth Management Report Overview Singapore’s affluent segment (including HNW and mass affluent individuals) has grown steadily in recent years. Collectively, HNW and mass affluent individuals accounted for almost two-fifths of the total population in 2022. In Singapore, affluent individuals held 84% of the city-state’s total liquid assets in 2022, with mass affluents alone accounting for almost half. In addition, the larger role of deposits in the liquid asset mix helped prevent a loss of wealth among the affluent, who...
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Analyst Opinions
Australia Wealth Management – Market Sizing and Opportunities to 2027
Australia Wealth Management Report Overview Affluent individuals (including HNW individuals and mass affluents) collectively held the vast majority of onshore liquid assets, highlighting the country’s high level of wealth imbalance. The equities market recorded significant volatility resulting in a decline. Additionally, inflationary pressures and supply chain disruptions across 2022 and 2023 translated into more depressed financial markets, thus impacting investor sentiment. The Australia Wealth Management market research report will help to keep up to date with the Australian wealth management...
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Sector Analysis
Switzerland Wealth Management – Market Sizing and Opportunities to 2027
Switzerland Wealth Management Report Overview Switzerland’s affluent population (including HNW and mass affluent individuals) has shown steady growth in recent years. Collectively, HNW and mass affluent individuals accounted for more than 95% of the total population in 2022. It is among the highest in the world.​ The Switzerland Wealth Management market research report will help to keep up to date with the Swiss wealth management industry, looking at investors’ asset allocation by affluence bandings as well as a detailed picture of where...
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Company Insights
Deutsche Bank Wealth Management – Competitor Profile
Deutsche Bank Competitor Profile Overview Deutsche Bank has its headquarters in Frankfurt, Germany with offices across the Asia-Pacific, the Americas, and the Europe, the Middle East, and Africa (EMEA) regions. The bank’s Wealth Management division sits within the overall Private Bank division which is one of five, main business segments. Deutsche Bank Wealth Management offers a wide range of traditional and alternative investment products and lending and deposit products to HNW and UHNW individuals, entrepreneurs, and family offices. The Deutsche...
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Track & Monitor
Venture Capital Investments Q3 2023
GlobalData's Venture Capital Investments report provides detailed coverage of the global venture capital investment activity across sectors in Q3 2023, covering key insights and trends.
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Company Insights
Citi Private Bank – Competitor Profile
Citi Private Bank Competitor Profile Overview Citigroup has its headquarters in New York, the US. It is a global universal bank that provides a broad range of products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi Private Bank is part of Citigroup’s Global Wealth Management division, which serves ultra-high-net-worth (UHNW) clients. The Citi Private Bank competitor profile report comprehensively analyzes Citigroup's private banking operations. It offers insights into the...
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Analyst Opinions
United Kingdom (UK) Wealth Management – Market Sizing and Opportunities to 2027
United Kingdom (UK) Wealth Management Report Overview The UK remains one of the top five wealth markets in the world in terms of affluent individuals’ onshore liquid assets. Despite the COVID-19 pandemic impacting the UK more than most markets, the UK recorded strong growth in terms of the number of affluent individuals over 2020–21. Rising inflation is resulting in a cost-of-living crisis, further, impacting the UK economy significantly. Direct equity investments and local currency deposits are the most popular asset...
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Company Insights
LGT Private Banking – Competitor Profile
LGT Private Banking Competitor Profile Overview Headquartered in Vaduz, Liechtenstein, LGT Group is a private banking and asset management firm that is fully controlled by the Princely Family of Liechtenstein. It offers a wide range of asset management, impact investing, and wealth services to HNW individuals and families, institutional clients, and external asset managers. The group operates from more than 25 locations across Europe, Asia-Pacific, and the Middle East. The LGT Private Banking competitor profile report comprehensively analyzes LGT Private...