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

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  • 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

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  • 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...

Money 20/20 USA: Key Takeaways

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  • 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...

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

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  • 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...

HNW Offshore Investment: Drivers and Motivations 2018

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  • December 2018
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This report draws on our 2017 and 2018 Global Wealth Managers Surveys to analyze the drivers behind offshore investments in the HNW space. It examines and contrasts HNW offshore investment preferences across 24 jurisdictions, providing readers ...

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

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  • 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

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  • 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...

Super League In-Depth Analysis: BNP Paribas Wealth Management 2018

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  • December 2018
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Headquartered in Paris, BNP Paribas Group mainly operates in Asia, Europe, the US, and the Middle East. It has two divisions: Retail Banking & Services and Corporate & Institutional Banking. Retail Banking & Services comprises Domes...

Super League In-Depth Analysis: Citi Private Bank 2018

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  • December 2018
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Citi Private Bank is a part of Citigroup’s Institutional Clients Group, reflecting the bank’s strategy of leveraging institutional banking capabilities to serve UHNW clients. The lower segments of the market are served by brands that sit within...

Super League In-Depth Analysis: Deutsche Bank Wealth Management 2018

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  • December 2018
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Deutsche Bank is a global bank headquartered in Frankfurt, Germany. It has a presence in Asia Pacific, the Americas, Europe, and the Middle East and Africa. The bank’s wealth management division sits within the private and commercial bank divis...

Wealth in Canada: Sizing the Market Opportunity 2018

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  • December 2018
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Canada became the strongest G7 economy in 2017 with GDP growth at 3%, having weathered the oil price crisis of the past two years. This in turn influenced growth in the country’s wealth market in 2017. The future outlook however, is that the pa...

Wealth in the UK: Competitive Dynamics 2018

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  • December 2018
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"Wealth in the UK: Competitive Dynamics 2018", report analyzes the UK wealth management market, with a focus on the top 20 competitors and the HNW investor segment. The report uses findings from GlobalData’s 2018 Wealth Managers Surve...

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...

Super League In-Depth Analysis: Julius Baer 2018

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  • 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...

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