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Consumer Insights
China Wealth Management: Market Sizing and Opportunities to 2030
This report analyzes China's wealth and retail savings and investments market. This includes overall affluent market size both by number of individuals 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 total retail savings and investments split by asset classes, covering equities, mutual funds, deposits, and bonds. China’s affluent population expanded during 2021–25. Despite weaker property markets and slower economic growth, policy stimulus, resilient...
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Company Insights
BNP Paribas Wealth Management: Competitor Profile, 2026
This report provides a comprehensive analysis of BNP Paribas's private banking and wealth management operations, covering its strategy, financial performance, key products and services, and brand-building activities. Headquartered in Paris, France, BNP Paribas operates in Europe, Asia, and the Middle East. It has three divisions: Corporate and Institutional Banking; Commercial, Personal Banking and Services; and Investment and Protection Services. BNP Paribas Wealth Management (BPWM) sits under the latter. It is one of the world’s leading universal banking groups.
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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
Why Does UBS Wealth Management Matter? UBS is a global financial services provider and the world’s largest wealth manager by assets under management (AUM), serving high-net-worth clients across more than 50 countries. GlobalData’s UBS Wealth Management Competitive Analysis provides a comprehensive assessment of UBS Group’s private banking and wealth management operations, covering its strategy, financial performance, products and services, client targeting, and brand-building activities. The report helps decision-makers understand UBS Global Wealth Management’s strategic priorities, financial performance, global expansion, and...
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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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