-
Analyst Opinions
HNWI Asset Allocation 2020
This report looks at a detailed breakdown from WealthInsight’s proprietary country report model of HNWI populations and wealth. It provides an analysis of HNWI demographics based on a unique analysis of the HNWI dossier database. It analyses trends in HNWI investments by asset class, and looks at a breakdown of foreign and alternative investments. It provides an in-depth analysis of competitor product strategy, innovation, and mergers and acquisitions, and identifies current and future opportunities available to providers in selected core...
-
Analyst Opinions
Wealth in the UK: Competitive Dynamics 2016
Since the introduction of the Retail Distribution Review (RDR) in 2012, the UK wealth management competitive landscape has undergone a steady evolution. New business models have emerged as both new and established players seek ways to address the range of financial demands of retail, mass affluent, and cost-conscious high net worth (HNW) individuals. Several digital platforms have launched in the UK market in 2016, ranging from extensions of traditional wealth managers to robo-advisors. With the Financial Conduct Authority (FCA) addressing...