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Track & Monitor
Smart Money Investing in the Financial Services Industry – Q2 2019
GlobalData’s Smart Money Investing in the Financial Services Industry - Q2 2019 report provides detailed analysis of investment activities in financial services industry globally during the second quarter of 2019. The report provides comprehensive coverage of investment activities including mergers, acquisitions, asset transactions, venture financing and private equity, both in terms of deal value and volume. It also provides a global snapshot of investment trends in sectors including banking, payments, insurance and wealth management, and information on best practices followed...
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Company Insights
Wealth in the UK: Competitive Dynamics 2018
"Wealth in the UK: Competitive Dynamics 2018", report analyzes the UK wealth management market, with a focus on the top 20 competitors and the HNW investor segment. The report uses findings from GlobalData’s 2018 Wealth Managers Survey and 2018 IFA Survey. The UK’s leading wealth managers outperformed the total UK liquid asset growth in 2017, with acquisitions being a common reason for this growth. Robo-advisors remain the only notable new entrants to the UK wealth management industry; however, the cut-throat...
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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
Wealth in the UK: Competitive Dynamics 2017
"Wealth in the UK: Competitive Dynamics 2017", report analyzes the UK wealth management market, with a focus on the top 20 competitors and the HNW investor segment. The report uses findings from GlobalData’s 2017 Wealth Managers Survey and 2017 IFA Survey. The competitive landscape of the UK wealth management industry continues to evolve. Although there are no high-profile new entrants to the market, incumbents have started to feel the pressure from new business models focused on digital channels. As such,...
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Sector Analysis
Global Wealth Management: Competitive Dynamics
"Global Wealth Management: Competitive Dynamics", report benchmarks the world’s leading wealth managers by managed client assets and financial performance. It covers the 34 most prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups. All international wealth managers with over $100bn in private client AUM are featured in the report. At the end of 2016, client assets managed by the world’s top private wealth managers had grown by 6.1%...
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Track & Monitor
Smart Money Investing in the Banking and Payments Industry: Tracking M&A, VC and PE Investments Globally – Q4 2016
GlobalData’s "Smart Money Investing in the Banking and Payments Industry: Tracking M&A, VC and PE Investments Globally - Q4 2016", report provides detailed analysis of investment activities in banking and payments industry globally during the fourth quarter of 2016. The report provides comprehensive coverage of investment activities including mergers, acquisitions, asset transactions, venture financing and private equity, both in terms of deal value and volume. It also provides a global snapshot of investment trends in sectors including banking and payments,...
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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...
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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...
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Analyst Opinions
Wealth Management Super League 2016; Comparing the performance of the world’s leading wealth managers
At the end of 2015, client assets booked with the world’s 25 leading private wealth managers grew by 0.9%. The top three rankings remained unchanged, with Switzerland’s UBS leading the way, followed by the US players Bank of America (BoA) Merrill Lynch and Morgan Stanley. Although industry-wide growth was much weaker than a year ago, pushed down by challenging market conditions and exchange rate fluctuations, most competitors maintained positive new money flows. Looking forward, however, 2016 results will reveal whether...