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Company Insights
NatWest Private Banking and Wealth Management: Competitor Profile, 2026
This report provides a comprehensive analysis of NatWest Group's private banking and wealth management operations, covering its strategy, financial performance, key products and services, and brand-building activities. NatWest Group is a major UK banking group. Its Private Banking and Wealth Management (PB&WM) division is dedicated to serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and their business interests. Its marquee private bank, Coutts, embodies this approach—providing personalized wealth solutions to globally connected clients.
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Consumer Insights
Brazil Wealth Management: HNW Investors 2026
This report analyzes the investment preferences and portfolio allocation of Brazil's high-net-worth (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 the country's HNW investors. Brazil’s high-net-worth (HNW) demographic remains predominantly male, although female representation is steadily increasing. Expats make up a small proportion of Brazil’s HNW population and are drawn mainly by tax efficiencies and business startup. Meanwhile, offshore investments...
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Company Insights
J.P. Morgan Private Bank: Competitor Profile
Why Does J.P. Morgan Private Bank Matter in Global Wealth Management? J.P. Morgan Private Bank is a major player in the global private banking and wealth management industry, serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, affluent families, and institutions. GlobalData’s J.P. Morgan Private Bank: Competitive Analysis report provides a detailed assessment of the bank’s private banking and wealth management operations, covering its strategy, financial performance, assets under management (AUM), products and services, client targeting, marketing activities, and digital innovation. J.P....
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Company Insights
UBS Global Wealth Management: Competitor Profile
This report provides a comprehensive analysis of UBS Group’s private banking and wealth management operations, covering its strategy, financial performance, key products and services, and brand-building activities. Headquartered in Switzerland, UBS is a global financial services provider with a presence in over 50 countries. It is the world’s largest wealth manager as measured by assets under management (AUM).
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Consumer Insights
France Wealth Management: HNW Investors 2026
This report analyzes the investment preferences and portfolio allocation of France's high-net-worth (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 the country's HNW investors. France’s HNW market is predominantly domestic, with expats accounting for a small share of total wealth. The HNW demographic remains male dominated, although female representation is gradually increasing, driven by governance reforms and entrepreneurship support
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Consumer Insights
Turkiye Wealth Management: HNW Investors 2026
This report analyzes the investment preferences and portfolio allocation of Turkiye's 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 the country's HNW investors. Turkiye’s high-net-worth (HNW) demographic is predominantly male, although female representation is gradually increasing. HNW investors channel most of their onshore wealth into discretionary and advisory mandates, with the average HNW portfolio heavily weighted toward equities and bonds.
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Consumer Insights
US Wealth Management: HNW Investors 2026
Report Value Proposition – Why This Matters for You The US remains one of the world's largest wealth management markets, with high-net-worth (HNW) individuals continuing to diversify portfolios across multiple asset classes while seeking increasingly personalized investment solutions. As investor expectations evolve, wealth managers must understand changing portfolio preferences, offshore investment behavior, and demand for advisory services to remain competitive. This report provides a comprehensive analysis of US high-net-worth investors, examining demographics, portfolio allocation, investment preferences, offshore wealth management, and...
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Sector Analysis
Australia Asset Allocation Trends 2026
This report explores the asset allocation landscape in Australia in 2026, covering key drivers such as economic growth, geopolitical uncertainty, and structural forces. It examines the investment preferences of Australian individuals ranging from mass market to HNW, as well as key trends and developments such as demand for tokenized assets, the evolving role of ESG, and ongoing conflict in the Middle East. The report concludes with a chapter providing guidance on how to target a range of Australian investor types....
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Sector Analysis
Innovation in Private Wealth 2026
Report Value Proposition – Why Does the Innovation in Private Wealth Market Matter for Your Business? Private wealth management is evolving rapidly as digital transformation, AI-powered advisory services, and integrated financial ecosystems redefine how high-net-worth (HNW) clients engage with their wealth managers. GlobalData's Innovation in Private Wealth report explores how private banks and wealth managers are embracing digitalization, holistic advisory models, alternative investments, and tailored lending solutions while maintaining the trust, security, and personalized service that affluent clients expect. The...
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Consumer Insights
Mexico Wealth Management: HNW Investors 2026
This report analyzes the investment preferences and portfolio allocation of Mexico's 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 the country's HNW investors. Mexico’s high-net-worth (HNW) demographic remains predominantly male, although female representation is steadily increasing. Equities account for the highest share in the average HNW portfolio, supported by the strong performance of the flagship equity index. Offshore investments are...
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