Wealth Management Super League 2016; Comparing the performance of the world’s leading wealth managers
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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 HNW investors are indeed again ready to trust the biggest players with their money. This will have a significant influence on wealth managers’ financial performance, as they struggle with decreasing margins and growing regulatory and restructuring costs.
Scope
Verdict Financial’s “Wealth Management Super League 2016” benchmarks the world’s leading wealth managers by managed client assets and financial performance. The report covers the 25 most prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups.
Specifically the report:
– Ranks the competitors by private clients’ AUM.
– Looks at client assets booked in other than pure wealth management services, including brokerage.
– Analyzes historical growth, as well as perspectives for further development of AUM, both in terms of current asset base expansion and attracting new money.
– Compares the profitability of the covered competitors, examining sources of revenue and the largest components of the cost base.
– Examines how wealth management units folded into larger organizations contribute to the wider business of the competitor in question.
Reasons to Buy
Benchmark your AUM and financial performance against the biggest players in the industry.
Understand the challenges in growing client assets in different geographies.
Learn about your competitors’ strategies related to expanding client books.
Find out how profitable the wealth management business is.
Identify the industry’s best practices in managing operating costs and boosting revenues.
Discover how wealth managers’ M&A activity affects their financial performance.
Bank of America Merrill Lynch
Barclays
BNP Paribas
BNY Mellon
Charles Schwab
Citigroup
Citi Private Bank
Crédit Agricole
Credit Suisse
Deutsche Bank
Goldman Sachs
HSBC
HSBC Private Bank
JP Morgan
Julius Baer
Morgan Stanley
Northern Trust
Pictet
Royal Bank of Canada
RBC
Royal Bank of Scotland
RBS
Santander
Société Générale
Standard Chartered
UBS
US Trust
Vontobel
Wells Fargo
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Frequently asked questions
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