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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 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...

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 ...

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...

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...

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 ...

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...

Wealth in France: HNW Investors 2019

  • $3,450
  • March 2019
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"Wealth in France: HNW Investors 2019", report analyzes the investing preferences and portfolio allocation of French HNW individuals.

The female HNW population in France is larger than in the majority of its European peers, pres...

FinTrack: February 2019

  • $1,295
  • February 2019
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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...

Engaging with UK Financial Advisors: Trends, Concerns, and Opportunities

  • $3,450
  • February 2019
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The UK financial advisor market is in strong shape. Typically considered a shrinking market, the number of advisors and advice firms are increasing, while average revenues are also on the up. And investor demand for advice remains strong, parti...

2019: Trends to Watch in Global Wealth Management

  • $5,250
  • January 2019
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Regulation, technological change, and the bull run potentially coming to an end have all been discussed by wealth managers for so long that the risks associated with these trends have blended in. Paradoxically this means the risks are now under...

Super League In-Depth Analysis: DBS Wealth Management 2018

  • $1,295
  • January 2019
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DBS Group is a financial services company with a presence in 18 markets. It has four main business segments and offers wealth management services through its Consumer Banking/Wealth Management (CBWM) unit. The wealth business is further divided...

Super League In-Depth Analysis: Credit Suisse Private Banking 2018

  • $1,295
  • December 2018
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Credit Suisse is a global bank headquartered in Zürich, Switzerland. It provides private banking and wealth management, corporate banking, investment banking, and retail banking services to individuals, corporations, and institutions in around ...

Super League In-Depth Analysis: J.P. Morgan Private Bank 2018

  • $1,295
  • December 2018
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JPMorgan Chase & Co. is a US-based financial services company and the parent holding company of both J.P. Morgan and Chase. J.P. Morgan’s Private Bank is a brand used by its Asset & Wealth Management (AWM) business segment to cater to i...

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