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Sector Analysis
Choosing a Wealth Manager: the Decision-Making Process in the UK
While triggers for seeking advice differ across segments, the need for advice is centered on events where the consumer is gaining access to substantial funds, such as retirement or inheritance. Individuals in higher income bands are unsurprisingly more willing to pay for advice, but uptake can be boosted through education and the promotion of a trusted brand. Given HNW investors’ tendency to spread their assets across multiple providers, becoming a one-stop shop is critical as it means investors are less...
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Sector Analysis
Wealth in India: Sizing the Market Opportunity
The outlook is positive for the Indian wealth market, with performance over the coming five years set to improve on the previous five. India’s economy is performing strongly, with reforms such as the goods and services tax starting to take effect and encourage growth. While there are challenges - including the weak rupee and high oil prices - the positive momentum is expected to continue into 2019. All asset classes continue to attract inflows, with mutual funds experiencing particularly strong...
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Sector Analysis
Payments Landscape in Spain: Opportunities and Risks to 2022
GlobalData’s "Payments Landscape in Spain: Opportunities and Risks to 2022", report provides detailed analysis of market trends in the Spanish cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including cash, cards, credit transfers, direct debits, and cheques during the review-period (2014-18e). 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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Sector Analysis
Payments Landscape in the Netherlands: Opportunities and Risks to 2022
GlobalData’s "Payments Landscape in the Netherlands: Opportunities and Risks to 2022", report provides detailed analysis of market trends in the Dutch cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including credit transfers, cash, direct debits, cards, and cheques during the review-period (2014-18e). 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...
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Sector Analysis
Payments Landscape in Belgium: Opportunities and Risks to 2022
GlobalData’s "Payments Landscape in Belgium: Opportunities and Risks to 2022", report provides detailed analysis of market trends in the Belgian cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including cash, cards, credit transfers, direct debits, and cheques during the review-period (2014-18e). 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: UBS Global Wealth Management 2018
This profile is a comprehensive analysis of UBS’s wealth management operations. It offers insight into the company’s strategy and financial performance, including key data on assets under management. Customer targeting and service proposition are covered, as are product innovation and marketing activities. Headquartered in Switzerland, UBS is a global organization with a physical wealth management presence in 40 countries. It operates through four business divisions: Global Wealth Management, Personal and Corporate Banking, Asset Management, and Investment Bank. UBS is the...
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Track & Monitor
FinTrack: November 2018
Every month, FinTrack will showcase 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...
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Sector Analysis
Global Wealth Management: Competitive Dynamics 2018
The global private wealth market had a good 2017, and the top players of the sector benefited significantly as a result. While there was no change in the order of the world’s five largest private wealth managers, the Super League effectively gained market share among HNW investors, growing assets under management (AUM) at a faster pace than the overall wealth markets. Net inflows were the strongest since we began tracking and collectively, profits rose as cost-to-income ratios improved. This report...
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Sector Analysis
Payments in South Africa 2017: What Consumers Want
"Payments in South Africa 2017: What Consumers Want", report examines the consumer payments market in South Africa, considering payment cards, online payments, P2P payments, and newer payment technologies such as mobile wallets and contactless. The report also examines the main regulatory players overseeing the market. South Africa is a cash-based society particularly when it comes to small-value retail transactions, with cash accounting for 64.5% of the total payment volume in 2017. However, use of payment cards in South Africa is...
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Sector Analysis
Payments Landscape in South Africa: Opportunities and Risks to 2021
GlobalData’s "Payments Landscape in South Africa: Opportunities and Risks to 2021", report provides detailed analysis of market trends in the South African cards and payments industry. It provides values and volumes for a number of key performance indicators in the industry, including credit transfers, direct debit, cash, payment cards, and cheques during the review-period (2013-17e). 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...
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