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Sector Analysis
Intergenerational Wealth Transfer: Seizing the HNW Opportunity
This report sizes the opportunity intergenerational wealth transfer in the HNW space will provide over the coming decade. It provides detailed recommendations about how best to target and service the next generation of HNW investors. The report also provides a detailed discussion on the effectiveness of different retention strategies. It is based on proprietary data. Over the coming 10 years, $8.6tn of global HNW wealth will change hands. This will open the door for significant industry churn, given that 28.3%...
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Track & Monitor
FinTrack: July 2019
Every month, FinTrack showcases the latest innovations from financial services providers around the world. Each innovation is assessed and rated on key criteria, providing you with valuable insight. The provision of financial services is constantly evolving, with new technology having a particularly significant impact. Innovations such as digital delivery, AI, biometrics, and robo-advice are enabling providers around the world to offer new and improved services to customers that will improve the way they manage their finances. The growing availability of...
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Sector Analysis
Taiwan Cards & Payments: Opportunities and Risks to 2023
GlobalData’s 'Taiwan Cards & Payments: Opportunities and Risks to 2023' report provides detailed analysis of market trends in Taiwan's cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including cards, credit transfers, direct debits, and cheques during the review-period (2015–19e). The report also analyzes various payment card markets operating in the industry and provides detailed information on the number of cards in circulation, transaction values and volumes during the review-period...
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Sector Analysis
Taiwan Wealth Management: Market Sizing and Opportunities to 2022
Taiwan’s affluent population (comprising high-net-worth [HNW] and mass affluent individuals) accounted for just over a quarter of the country’s total adult population in 2018. However, the segment held 80.7% of the country’s total onshore liquid assets, with mass affluents alone holding more than half. HNW individuals in Taiwan hold the majority of their wealth in traditional liquid assets such as equities, mutual funds, and bonds – a trend that is anticipated to continue through to 2022. This report analyzes Taiwan’s...
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Sector Analysis
Pakistan Cards & Payments: Opportunities and Risks to 2023
GlobalData’s 'Pakistan Cards & Payments: Opportunities and Risks to 2023' report provides detailed analysis of market trends in the Pakistani cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including cash, cards, direct debits, and cheques during the review-period (2015-19e). The report also analyzes various payment card markets operating in the industry and provides detailed information on the number of cards in circulation, transaction values and volumes during the review-period...
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Sector Analysis
Belgium Wealth Management: Market Sizing and Opportunities to 2022
Based on our proprietary datasets, this report analyzes Belgium’s wealth and retail savings and investments markets, with a focus on the high net worth (HNW) segment. This includes the overall affluent market size (both by the number of individuals and the value of their liquid assets) as well as a breakdown of liquid vs. illiquid HNW holdings. The report also provides analysis of the factors driving liquid asset growth, including a breakdown and forecast of total retail savings and investments...
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Sector Analysis
US Cards and Payments: Opportunities and Risks to 2023 (including Banking and Payments Survey Insights)
GlobalData’s 'US Cards & Payments: Opportunities and Risks to 2023' report provides detailed analysis of market trends in the US cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including cards, cash, direct debits, credit transfers, and cheques during the review-period (2015-19e). The report also analyzes various payment card markets operating in the industry and provides detailed information on the number of cards in circulation, transaction values and volumes during...
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Company Insights
Super League In-Depth Analysis: St. James’s Place Wealth Management 2019
Headquartered in London, St. James’s Place Wealth Management provides clients with a range of wealth management services. It had 3,954 advisors serving 682,000 clients in the UK and Asia as of December 31, 2018. It offers end-to-end wealth services to clients across the affluent and HNW segments in the UK and Asia. This competitor profile provides a comprehensive analysis of St. James's Place's wealth operations. It offers insight into the company’s strategy and financial performance, including key data on assets...
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Analyst Opinions
New Zealand Wealth Management - High Net Worth (HNW) Investors 2022
The New Zealand wealth management market report sizes the opportunity within New Zealand's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the country's HNW investors.
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Company Insights
Competitor Profile: Pingit
Pingit was the UK’s first instant mobile payments app, introduced by Barclays in 2012. Initially launched as a peer-to-peer (P2P) payment service between individuals, it was extended for merchants, allowing them to accept payments for online and offline purchases. The service was initially only offered to Barclays account holders, before being extended to all UK residents with a UK-registered mobile number and UK bank account. The app can be downloaded from the Apple App Store or Google Play Store. The...
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