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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 Belgium Wealth Management: Market Sizing and Opportunities to 2022

  • $3,450
  • October 2019
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Based on our proprietary datasets, this report analyzes Belgium’s wealth and retail savings and investments markets, with a focus on the high net worth (HNW) segment. This includes the overall affluent market size (both by the number of individ...

NEW Enterprise Tech Ecosystem Series: Goldman Sachs

  • $1,295
  • October 2019
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This report provides insight into Goldman Sachs' fintech activities, including its digital transformation strategies, its innovation programs, its technology initiatives, its estimated ICT budgets, and its major ICT contracts.

Goldman...

NEW Germany Wealth Management: Market Sizing and Opportunities to 2022

  • $3,450
  • October 2019
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Based on our proprietary datasets, this report analyzes Germany’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...

Super League In-Depth Analysis: St. James’s Place Wealth Management 2019

  • $1,295
  • September 2019
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Headquartered in London, St. James’s Place Wealth Management provides clients with a range of wealth management services. It had 3,954 advisors serving 682,000 clients in the UK and Asia as of December 31, 2018. It offers end-to-end wealth serv...

Taiwan Wealth Management: Market Sizing and Opportunities to 2022

  • $2,750
  • September 2019
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Taiwan’s affluent population (comprising high-net-worth [HNW] and mass affluent individuals) accounted for just over a quarter of the country’s total adult population in 2018. However, the segment held 80.7% of the country’s total onshore liqui...

UK Wealth Management: Market Sizing and Opportunities to 2023

  • $3,450
  • September 2019
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Based on our proprietary datasets, this report analyzes the UK’s wealth and retail savings and investments markets, with a focus on the high net worth (HNW) segment. This includes the overall affluent market size (both by the number of individu...

Indonesia Wealth Management: Market Sizing and Opportunities to 2022

  • $2,750
  • September 2019
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While the Indonesian affluent market remains small, it is set for continuous strong growth. In 2018, the affluent population (comprising high-net-worth [HNW] and mass affluent individuals) accounted for only 0.71% of adults in the country. Howe...

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...

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 ...

Switzerland Wealth Management: Market Sizing and Opportunities to 2022

  • $2,750
  • August 2019
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Switzerland stands out for its high proportion of high net worth (HNW) and mass affluent individuals, making it an attractive market for wealth managers. HNW individuals in Switzerland hold the majority of their wealth in traditional liquid ass...

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 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 ...

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...

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...

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