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Consumer Insights
Netherlands Wealth Management - High Net Worth (HNW) Investors
Netherlands Wealth Management Report Overview Men continue to dominate the Netherlands’s HNW population, accounting for more than 90% share. However, an increased effort to improve gender diversity among senior professionals is slowly helping the situation evolve. The Netherlands wealth management report analyzes the investment preferences, service requirements, and portfolio allocations of Dutch HNW investors. The report is based on GlobalData’s annual Global Wealth Managers Survey. Buy the Full Report for More Information on the Netherlands Wealth Management Report Download a...
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Company Insights
Bank of America Wealth Management - Competitor Profile
Bank of America Wealth Management Competitor Profile Overview Headquartered in North Carolina, the USA, Bank of America operates through four business segments, consumer banking, Global Wealth & Investment Management (GWIM), global banking, and global markets. The Merrill and Bank of America Private Bank wealth management units are included in the GWIM division. The Bank of America wealth management competitor profile analyzes the bank's private banking and wealth management operations. It offers valuable insights into the company’s strategy and financial performance,...
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Consumer Insights
Italy Wealth Management - High Net Worth (HNW) Investors
Italy Wealth Management Report Overview The overwhelming majority of Italy’s HNW population are male, in line with the regional average. Women form a significantly smaller share of the population. However, GlobalData expects the proportion of female HNW individuals to grow as more women enter high-ranking positions and engage in entrepreneurial endeavors. Furthermore, to encourage female involvement in entrepreneurship, various initiatives have been implemented to assist them in launching ventures. For example, in October 2023, LifeGate Way (an innovation hub for...
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Company Insights
Julius Baer - Competitor Profile
This report provides a comprehensive analysis of Julius Baer's wealth management operations. It offers insights into the company’s strategy and financial performance, including key data on assets under management. Customer targeting and service propositions are covered, as are product innovation and marketing activities. Headquartered in Zurich, Julius Baer is a Swiss private bank that provides clients with a range of wealth management services. All private banking activities are listed under Julius Baer Group Ltd. Julius Baer has a global presence,...
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Consumer Insights
Belgium Wealth Management - High Net Worth (HNW) Investors
Belgium Wealth Management Report Overview Men continue to dominate Belgium’s HNW population, accounting for more than 86% share. Women are significantly under-represented in the Belgian HNW market. However, inheriting spouses will form an important target segment for wealth managers going forward, given that male HNW investors are significantly older than their female counterparts. The Belgium wealth management report analyzes the investment preferences, service requirements, and portfolio allocations of Belgian HNW investors. The report, based on GlobalData’s annual Global Wealth Managers...
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Consumer Insights
Singapore Wealth Management - High Net Worth (HNW) Investors
Singapore Wealth Management Report Overview Singapore is one of the most developed economies in the region and is home to several conglomerates and technology giants. Men continue to dominate Singapore’s HNW population, accounting for more than 83% share. However, this trend is expected to shift gradually as more women take up prominent roles in leading corporations and pursue entrepreneurial ventures. The vast majority of HNW individuals in Singapore have accumulated their wealth either through earned income or entrepreneurship. Furthermore, financial...
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Consumer Insights
Offshore Wealth Management Market Analysis by Investor Drivers and Motivations
Reasons to buy the ‘Offshore Wealth Management’ market report: Gain a comprehensive understanding of the offshore wealth management market. Gain insights into offshore investment preferences across multiple jurisdictions and wealth tiers to assess investors’ motivation to offshore wealth. Identify the key factors driving the HNW offshore investors. Learn the key takeaways from a comprehensive analysis of the offshore wealth management market. How is our report unique from other reports in the market? Use this report to: Understand growth sectors within...
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Consumer Insights
Taiwan (Province of China) Wealth Management - High Net Worth (HNW) Investors
Taiwan Wealth Management Report Overview The Taiwanese HNW population is predominantly male, accounting for more than 80% of such individuals, although there is a small proportion of males aged under 50. Despite this, wealth managers will still do well to resonate with this audience. Wealth managers should understand the preferences of young HNW individuals who are eager to pursue entrepreneurial ventures and provide them with the necessary guidance and expertise for growing their businesses. The Taiwan wealth management report analyzes the...
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Sector Analysis
United Kingdom (UK) Financial Advisors Market Overview by Financial Advice Firms, Opportunities and Threats, 2023 Update
United Kingdom (UK) Financial Advisors Market Report Overview The UK financial advisors market is undergoing a period of consolidation, as a result, the composition of the market is changing slowly but surely owing to ready sellers and willing buyers. Single advisor firms still dominate the market. However, the average number of advisors per firm is rising, indicating a shift towards medium-sized and large outfits. Financial advisors play an important role in serving retired individuals and those approaching retirement. However, the...
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Analyst Opinions
Singapore Wealth Management - Market Sizing and Opportunities to 2027
Singapore Wealth Management Market Overview Singapore’s affluent segment (including HNW and mass affluent individuals) has grown steadily in recent years. Collectively, HNW and mass affluent individuals accounted for almost two-fifths of the total population in 2022. The following are some of the key highlights of the Singapore wealth management market: In 2022, Robo-advisors became the most popular investment channel in the emerging affluent segment in the Singapore wealth management market. Singaporean HNW individuals invest an average of more than 39%...
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