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Wealth Management

GlobalData provides unique and market-leading data and insights into the wealth management market. Browse or search our Report Store for the latest comprehensive reports, market data, analysis and survey findings alongside industry information on key companies, markets and financial deals.

NEW Intergenerational Wealth Transfer: Seizing the HNW Opportunity

  • $5,250
  • August 2019
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This report sizes the opportunity intergenerational wealth transfer in the HNW space will provide over the coming decade. It provides detailed recommendations about how best to target and service the next generation of HNW investors. The report...

NEW FinTrack: July 2019

  • $1,295
  • August 2019
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Every month, FinTrack showcases 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 ...

Competitor Profile: Moneyfarm

  • $350
  • July 2019
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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...

Wealth Landscape in China: Market Sizing and Opportunities to 2022

  • $3,450
  • July 2019
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Based on our proprietary datasets, this report analyzes China’s wealth and retail savings and investments markets, with a focus on the HNW segment. This includes overall affluent market size (both by number of individuals and the value of their...

India Wealth Landscape: Market Sizing and Opportunities to 2022

  • $2,750
  • July 2019
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Based on our proprietary datasets, this report analyzes India’s wealth and retail savings and investments markets, with a focus on the HNW segment. This includes overall affluent market size (both by the number of individuals and the value of t...

Wealth Landscape in the US: Market Sizing and Opportunities to 2022

  • $2,750
  • July 2019
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The US is home to a large number of affluent (high net worth [HNW] and mass affluent) individuals. The country also has a well-developed financial services sector, including the most sophisticated mutual fund and equity markets globally, which ...

Competitor Profile: Scalable Capital

  • $350
  • June 2019
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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. Scal...

Competitor Profile: BrickX

  • $350
  • June 2019
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BrickX report provides information and insight into BrickX, including details of its business and geographical presence, comprehensive coverage of its products and services, a comparison against key competitors, and information on its business ...

Wealth Landscape in Singapore: Market Sizing and Opportunities to 2022

  • $2,750
  • May 2019
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Based on our proprietary datasets, this report analyzes Singapore’s wealth and retail savings and investments markets, with a focus on the HNW segment. This includes overall affluent market size (both by number of individuals and the value of t...

FinTrack: April 2019

  • $1,295
  • May 2019
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Every month, FinTrack showcases 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 ...

Enterprise Tech Ecosystem Series: London Stock Exchange

  • $1,295
  • May 2019
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This report provides information and insight into LSE's fintech activities, including its digital transformation strategies and innovation programs; its technology initiatives (covering partnerships, product launches, investments, and acqui...

FinTrack: May 2019

  • $1,295
  • May 2019
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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...

HNW Asset Allocation Trends 2019

  • $5,250
  • April 2019
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Chasing capital appreciation opportunities, HNW investors have been eager to increase their equity holdings over the past few years. While we do not expect a fall in demand for risk assets, HNW investors are looking for new means to diversify t...

Wealth Landscape in Canada: Market Sizing and Opportunities to 2022

  • $2,750
  • April 2019
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Based on our proprietary datasets, this report analyzes Canada’s wealth and retail savings and investments markets, with a focus on the HNW segment. This includes overall affluent market size (both by number of individuals and the value of thei...

FinTrack: March 2019

  • $1,295
  • April 2019
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Every month, FinTrack showcases 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 ...

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