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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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Sector Analysis
Global Wealth Management: Competitive Dynamics 2026
This report benchmarks the world’s leading wealth managers by managed client assets and financial performance. It covers the 49 most-prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups. Chapters include wealth managers by AUM, financial analysis, and competitive trends, whereby external and internal factors are highlighted (e.g., the impacts of geo-politics or the impacts of an acquisition). Wealth managers maintained strong momentum in 2024, with continued growth in assets under management (AUM) driven by...
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Consumer Insights
Malaysia Wealth Management: HNW Investors 2026
This report analyzes the investment preferences and portfolio allocation of Malaysia'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. Malaysia’s high-net-worth (HNW) demographic is predominantly male, but female representation is growing. Expats represent a minor proportion of Malaysia’s HNW population, and they are attracted primarily by tax efficiencies and better lifestyle conditions. HNW investors allocate the...
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Consumer Insights
Sweden Wealth Management: HNW Investors 2026
This report analyzes the investment preferences and portfolio allocation of Sweden'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. Sweden’s high-net-worth (HNW) demographic is predominantly male, but female representation is growing. Expats represent a minor proportion of Sweden’s HNW population, attracted by factors such as retirement, tax efficiencies, and job transfers. Meanwhile, offshore investments are crucial...
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Consumer Insights
Hong Kong (China SAR) Wealth Management: HNW Investors 2026
This report sizes the opportunity within the Hong Kong (China SAR) wealth market, analyzing the investment preferences, service requirements, and portfolio allocations of the SAR's HNW investors. The report is based on GlobalData's annual Global Wealth Managers Survey. Hong Kong’s high-net-worth (HNW) segment is predominantly male, but female representation is growing. Expats form a significant proportion of the SAR’s HNW population, attracted mainly by its lifestyle opportunities and tax efficiencies. These investors allocate the largest proportion of onshore wealth to...
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Sector Analysis
Asset Allocation Trends 2026
Understand How Wealth Allocation Is Changing Investor priorities are shifting as economic uncertainty, inflation, and geopolitical pressures reshape global wealth strategies. This report explores the asset allocation landscape in 2026, examining how different investor groups from the mass market to high-net-worth (HNW) individuals are responding to changing market conditions. It highlights key developments influencing portfolio decisions, including demand for tokenized assets, evolving ESG priorities, and the impact of geopolitical instability. Report Value Proposition – Why This Matters for You Understanding...
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Sector Analysis
Trends to Watch in Wealth Management 2026
This report covers the key trends and issues facing wealth managers in 2026 and beyond as they grapple with multiple geopolitical cruises, major demographic changes, and a veritable technology revolution that is reshaping the industry. Technological change and evolving consumer preferences are driving rapid innovation in the payments industry. Consumers are demanding faster and more convenient payment methods, leading to the rise of real-time payments and embedded payments in ecommerce. Inflationary pressures and low regulation have facilitated the spread of...
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Consumer Insights
Targeting Offshore Investors: Market Size, Key Opportunities and Challenges
Understand the Evolving Offshore Investment Landscape The offshore investment market continues to evolve as affluent and HNW investors seek diversification, tax efficiency, international exposure, and wealth preservation opportunities. This report provides a comprehensive analysis of the offshore investment landscape, examining investor preferences across booking centers, products, providers, and distribution channels. It also explores how wealth managers are adapting their offshore propositions to meet the changing expectations of globally mobile and increasingly sophisticated investors. Report Value Proposition – Why This Matters...
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Thematic Analysis
Wealth Management Sector Scorecard: Strategic Intelligence
Understand the Forces Reshaping Wealth Management The wealth management sector is evolving fast, driven by technology, regulation, and shifting client expectations. This report evaluates how providers are positioned across 10 key themes, including artificial intelligence, ESG, and regulation. It highlights how firms are adapting to disruption while competing for future market share. As a result, you get a clear view of where the industry is heading and who is best placed to lead. Report Value Proposition – Why This Matters...
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