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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 Money 20/20 USA: Key Takeaways

  • $5,250
  • December 2018
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"Money 20/20 USA: Key Takeaways", report provides a comprehensive analysis of how recent trends discussed at Money 20/20 USA and the ongoing fintech revolution are shaping the wider financial services industry.

Over October 21-2...

NEW Super League In-Depth Analysis: Bank of America Wealth Management 2018

  • $1,295
  • December 2018
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Bank of America operates through four business segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets. The wealth management units Merrill Lynch and U.S. Trust sit within the GWIM divisi...

NEW HNW Offshore Investment: Drivers and Motivations 2018

  • $5,250
  • December 2018
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The proportion of HNW individuals who invest offshore has been on the rise despite the scandals that have shaken the industry. While the reasons are diverse and differ from country to country, global diversification benefits and tax efficiencie...

Wealth in Australia: Sizing the Market Opportunity

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

Although t...

Choosing a Wealth Manager: the Decision-Making Process in the UK

  • $5,250
  • November 2018
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While triggers for seeking advice differ across segments, the need for advice is centered on events where the consumer is gaining access to substantial funds, such as retirement or inheritance. Individuals in higher income bands are unsurprisin...

Wealth in India: Sizing the Market Opportunity

  • $3,450
  • November 2018
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The outlook is positive for the Indian wealth market, with performance over the coming five years set to improve on the previous five. India’s economy is performing strongly, with reforms such as the goods and services tax starting to take effe...

Super League In-Depth Analysis: Julius Baer 2018

  • $1,295
  • November 2018
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This profile is a comprehensive analysis of Julius Baer’s private banking operations. It offers insight into the company’s strategy and financial performance, including key data on assets under management. Customer targeting and service proposi...

Super League In-Depth Analysis: UBS Global Wealth Management 2018

  • $1,295
  • November 2018
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This profile is a comprehensive analysis of UBS’s wealth management operations. It offers insight into the company’s strategy and financial performance, including key data on assets under management. Customer targeting and service proposition a...

FinTrack: November 2018

  • $1,295
  • November 2018
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Every month, FinTrack will showcase 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...

Wealth in Switzerland: Sizing the Market Opportunity

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

Growth co...

Super League In-Depth Analysis: HSBC Private Bank 2018

  • $1,295
  • October 2018
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"Super League In-Depth Analysis: HSBC Private Bank 2018", report is a comprehensive analysis of HSBC’s private banking operations. It offers insight into the company’s strategy and financial performance, including key data on AUM. Cus...

Super League In-Depth Analysis: RBC Wealth Management 2018

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

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 Sweden: HNW Investors 2018

  • $3,450
  • October 2018
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GlobalData’s "Wealth in Sweden: HNW Investors 2018", report analyzes the investing preferences and portfolio allocation of Swedish HNW investors. The report is based on our proprietary Global Wealth Managers Survey.

Tapering eco...

Wealth in the UK: HNW Investors 2018

  • $3,450
  • 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...