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Sector Analysis
Technology in Wealth Management: Drivers for Adoption and Future Trends
"Technology in Wealth Management: Drivers for Adoption and Future Trends", report provides a comprehensive analysis of how technological developments are affecting the wealth management industry, including both traditional providers and new digital entrants to the market. Among others, the report leverages findings from our Global Wealth Managers Survey and Mass Affluent Investor Survey. Investing in technology has leapt to the top of most wealth managers’ agendas. The emergence of robo-advisors has triggered interest in changing investor demographics and new approaches...
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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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Company Insights
Competitor Profile: Moneyfarm
Moneyfarm is a digital wealth management company, launched in 2012 in Italy after being founded in 2011. Moneyfarm uses its digital wealth management platform to provide independent investment advisory services. Currently Moneyfarm is available in Italy, the UK, and Germany. The report provides information and insights into Moneyfarm, including - - Detailed insight into its business and geographical presence. - Comprehensive coverage of its products and services. - Comparative assessment with key competitors. - Information on its revenue model and...
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Company Insights
Competitor Profile: Scalable Capital
Scalable Capital is a digital investment management firm. It creates and manages globally diversified ETF portfolios for its clients to help them achieve their long-term financial goals, supported by proprietary risk management technology. Scalable Capital is available in four countries: Germany, the UK, Austria, and Switzerland. The report provides information and insight into Scalable Capital, including - - Its business and geographical presence. - Comprehensive coverage of its products and services. - A comparison against key competitors. - Information on...
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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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Sector Analysis
Robo-Advisors: Mapping the Competitive Landscape
The wealth management industry has long been resilient to the digitization process observed in the wider financial services space. This has started to change, however, with interest in robo-advice platforms increasing in 2015. The automated investment management space is hence becoming ever-more competitive as new entrants launch propositions. Supported by software developers, traditional wealth managers have also started exploring the digital advice market. Competition will thus increase further, although robo-advisors are still looking for business models that will appeal to...
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Sector Analysis
UK Wealth Management – Competitive Dynamics 2019
The wealth management industry saw a sharp slowdown in asset growth in 2018. Individually, wealth managers saw mixed success, with the strongest growth stemming from continued merger and acquisition (M&A) activity. Market uncertainty dominated the year, with record levels of outflows resulting in several key funds being suspended and heavy losses for investors. The sentiment behind these withdrawals was linked strongly to the Brexit process. Following the UK’s eventual exit from the EU in January 2020, EU rules will continue...
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Track & Monitor
Smart Money Investing in the Financial Services Industry Q3 2019
GlobalData’s Smart Money Investing in the Financial Services Industry Q3 2019 report provides detailed analysis of investment activities in financial services industry globally during the third 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 by...