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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 Wealth in Denmark: Sizing the Market Opportunity

  • $3,450
  • October 2018
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The outlook is highly positive for the Danish wealth market, with performance over the coming five years set to improve on the previous five. Denmark’s economic position is strong, with impressive private consumption driving economic growth and...

Wealth in the UK: HNW Investors 2018

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  • September 2018
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"Wealth in the UK: HNW Investors 2018", report analyzes the investing preferences and portfolio allocation of British HNW investors. It is based on our proprietary Global Wealth Managers Survey.

Intergenerational wealth transfer...

Super League In-Depth Analysis: Morgan Stanley Wealth Management

  • $1,295
  • August 2018
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"Super League In-Depth Analysis: Morgan Stanley Wealth Management", report is a comprehensive analysis of Morgan Stanley’s wealth management operations. It offers insight into the company’s strategy and financial performance, includin...

Wealth in Hong Kong: HNW Investors 2018

  • $3,450
  • July 2018
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"Wealth in Hong Kong: HNW Investors 2018", report analyzes the investing preferences and portfolio allocation of HNW investors resident in Hong Kong. The report is based on our proprietary Global Wealth Managers Survey.

The esta...

Wealth in China: HNW Investors 2018

  • $3,450
  • June 2018
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"Wealth in China: HNW Investors 2018", report analyzes the investing preferences and portfolio allocation of Chinese HNW investors. It is based on our proprietary Global Wealth Managers Survey.

Chinese HNW investors, who skew he...

Wealth in Germany: HNW Investors 2018

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  • May 2018
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The profile of German HNW investors is changing. The above-average age of HNW investors means that intergenerational wealth transfer, succession, and inheritance planning are all front of mind. While wealth preservation rather than accumulation...

Wealth in Singapore: HNW Investors 2018

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  • May 2018
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The local HNW segment is older than their global peers, highlighting the need for wealth preservation and efficiently passing on wealth through the generations via trusts or simple inheritance planning. Other opportunities include repatriation ...

HNW Targeting and Retention Strategies

  • $5,250
  • May 2018
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"HNW Targeting and Retention Strategies", report analyzes and sizes key segments of the global HNW market, and provides detailed recommendations how to best target and service these individuals. The report also provides a detailed dis...

Wealth in Germany: Sizing the Market Opportunity 2018

  • $3,450
  • April 2018
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"Wealth in Germany: Sizing the Market Opportunity 2018", analyzes Germany’s wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets.

The upswing in the ...

Seizing the Global HNW Expat Opportunity

  • $5,250
  • April 2018
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"Seizing the Global HNW Expat Opportunity", report sizes and analyzes the global HNW opportunity, and provides detailed recommendations on how to best target and service this segment. The report is based on our proprietary Global Weal...

HNW Asset Allocation Trends 2018

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  • March 2018
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HNW Asset Allocation Trends 2018 draws on our Global Wealth Managers Survey to analyze HNW asset allocation strategies in 17 key markets. In particular, it examines the drivers behind investment choices now and over the next 12 months.

A ...

Wealth in Australia: HNW Investors 2018

  • $3,450
  • March 2018
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The Australian wealth market offers significant opportunities for wealth managers despite its high level of development. The local HNW segment is significantly older than their global peers, suggesting that intergenerational wealth transfer wil...

Super League In-Depth Analysis: Julius Baer 2017 - Tracking the world’s major competitors in wealth management

  • $1,295
  • February 2018
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"Super League In-Depth Analysis: Julius Baer 2017", competitor profile is a comprehensive analysis of Julius Baer’s operations. It offers insight into the company’s strategy, financial results, and marketing activities. It also covers...

Super League In-Depth Analysis: UBS Wealth Management 2017 - Tracking the world’s major competitors in wealth management

  • $1,295
  • February 2018
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"Super League In-Depth Analysis: UBS Wealth Management 2017", competitor profile provides a comprehensive analysis of UBS’ wealth management operations. It offers insight into the company’s strategy, financial results, and marketing a...

Super League In-Depth Analysis: Bank of America Wealth Management 2017 - Tracking the world’s major competitors in wealth management

  • $1,295
  • February 2018
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"Super League In-Depth Analysis: Bank of America Wealth Management 2017", profile provides a comprehensive analysis of Bank of America’s wealth management operations. It offers insight into the company’s strategy, financial results, a...