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Thematic Analysis
Wealth Management Sector Scorecard: Strategic Intelligence
This report covers 10 key themes-including artificial intelligence, regulation, and ESG-and assesses how well providers in the wealth space are positioned for the future based on their competitive position in the themes disrupting their sector. Digital investment platforms have been a hot topic in the wealth industry. As they seek to capture more market share, traditional players are recognizing their value and acquiring or partnering. ESG services remain a key theme for wealth management, particularly after the collapse of the...
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Sector Analysis
Indonesia Wealth Management: Market Sizing and Opportunities to 2029
This report analyzes the Indonesian wealth and retail savings and investments markets. This includes overall affluent market size (both by number of individuals and the value of their liquid assets). It also provides analysis of the factors driving liquid asset growth, including a breakdown and forecast of total retail savings and investments split by asset classes including equities, mutual funds, deposits, and bonds. Indonesia’s affluent segment (including HNWs and mass affluents) accounted for less than 1% of the total population...
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Sector Analysis
Malaysia Wealth Management: Market Sizing and Opportunities to 2029
This report analyzes the Malaysian wealth and retail savings and investments markets. This includes overall affluent market size (both by number of individuals and the value of their liquid assets). It also provides analysis of the factors driving liquid asset growth, including a breakdown and forecast of total retail savings and investments split by asset classes including equities, mutual funds, deposits, and bonds. Malaysia’s affluent segment (including HNWs and mass affluents) accounted for 2.3% of the total population and held...
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Sector Analysis
UK Wealth Management: Market Sizing and Opportunities to 2029
This report analyzes the UK's wealth and retail savings and investments markets, including overall affluent market size (both by number of individuals and the value of their liquid assets). It provides analysis of the factors driving liquid asset growth, including a breakdown and forecast of total retail savings and investments split by equities, mutual funds, deposits, and bonds. The report also covers the asset allocation and investment style preferences of HNW individuals, as well as their offshore holdings. In 2024,...
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Sector Analysis
Hong Kong (China SAR) Wealth Management: Market Sizing and Opportunities to 2029
Based on GlobalData's proprietary surveys and datasets, this report analyzes Hong Kong (China SAR)'s HNW and retail savings and investments markets, including overall affluent market size by both the number of individuals in the market and the value of their liquid assets. The report also provides analysis of the factors driving liquid asset growth, including a breakdown and forecast of the total retail savings and investments split by equities, mutual funds, deposits, and bonds. Hong Kong’s affluent segment accounted for...
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Sector Analysis
India Wealth Management: HNW Investors 2025
This report sizes the opportunity within India's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the country's HNW investors. It is based on GlobalData's proprietary Global Wealth Managers Survey. The Indian HNW market is dominated by professional and high-earning males, while female HNWs and entrepreneurs also present a lucrative target market for wealth managers. In a highly competitive market such as this, advisory mandates have the highest demand, yet offering a multi-service proposition underpinned by...
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Sector Analysis
Asset Allocation Trends, 2025
Drawing on our 2024 Global Wealth Managers Survey, this report analyzes HNW asset allocation strategies in 19 key markets. In particular, it examines the drivers behind investment choices now and over the next 12 months. After a strong market performance in 2024, 2025 has proven to be a challenging year for investment providers, with geopolitical instability and economic uncertainty dominating the global agenda. Markets had managed to weather the prolonged impacts of the Russia-Ukraine war and unrest in the Middle...
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Company Insights
HSBC Private Bank: Competitor Profile
This report provides a comprehensive analysis of HSBC's private banking and wealth management operations, including its strategy, financial performance, key products and services, and brand-building activities. Headquartered in London, HSBC Holdings is a global universal bank with two home markets in the UK and Hong Kong (China SAR). HSBC Private Bank is a brand used by its Global Private Banking (GPB) unit, catering to individuals with more than $5 million (or local currency equivalent) in assets. GPB itself operates as a...
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Sector Analysis
China Wealth Management: HNW Investors 2025
This report analyzes the investing preferences and portfolio allocations of Chinese HNW individuals. It profiles HNW investors in terms of their demographics, examines the allocation of HNW investors’ portfolios, analyzes their propensity to invest offshore, and explores product and service demand among Chinese HNW investors. The Chinese HNW market is dominated by professional and high-earning males, while female HNWs and entrepreneurs also present a lucrative target market for wealth managers. In a highly competitive market such as this, discretionary mandates...
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Sector Analysis
Innovation in Retail Wealth Management
This report provides a roundup of innovations within the global retail wealth management market, including robo-advice, AI and machine learning, ESG, alternative investments, offshoring, crypto investing, and lending in retail wealth. The retail wealth management sector is transforming due to technological advancements, regulatory changes, and rising demand for hyper-personalization. AI, machine learning, and digital platforms enhance efficiency, advisory services, and accessibility. Meanwhile, evolving compliance and cross-border investment regulations require firms to prioritize transparency and security. Clients now expect tailored financial...
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