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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.

2016: Trends to Watch in Wealth Management

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  • January 2016
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Australia, the Netherlands, and the UK are no longer the outliers when it comes to commission bans, with Canada, the EU, Hong Kong, and South Africa all moving to implement full or partial bans. The ultra-high net worth (UHNW) segment is the fa...

2017: Trends to Watch in Global Wealth Management

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  • December 2016
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The wealth management industry has been undergoing transformation since the financial crisis, and 2017 will be another year marked with changes to business models and the way providers interact with clients. Many trends observed in 2016 will co...

Discretionary Asset Management: HNW Demand and Drivers

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  • November 2016
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Globally over half of HNW investment portfolios are placed in discretionary mandates. However, the uptake of these services differs by country. While wealth managers in developed economies such as the UK and the US can attract investors to disc...

The Global Wealth Market in 2016; Analyzing 69 country wealth markets worldwide.

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  • September 2016
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The global wealth market is on a continuous growth path. Worldwide liquid onshore assets will exceed $100tn no later than 2017. But the market is not homogenous: rates and reasons for growth differ between affluent segments, the level of econom...

Wealth Management Super League 2016; Comparing the performance of the world’s leading wealth managers

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  • October 2016
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At the end of 2015, client assets booked with the world’s 25 leading private wealth managers grew by 0.9%. The top three rankings remained unchanged, with Switzerland’s UBS leading the way, followed by the US players Bank of America (BoA) Merri...

HNW Offshore Investment: Booking Center Preferences 2016

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  • August 2016
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2015 was a weak year for the global offshore market. However, there have been clear winners and losers as the dynamics of the offshore markets continue to shift. The recent focus of most Western governments on tackling offshore tax evasion has ...

The Global HNW Expat Market

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  • March 2014
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Discretionary Mandates: Implications for Wealth Managers

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  • March 2014
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Advisory Mandates: Implications for Wealth Managers

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  • May 2014
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Retail Distribution Review: Implications for Wealth Managers

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  • June 2014
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The Global Wealth Market in 2015

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  • April 2015
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Advisory Asset Management: HNW Demand and Drivers

  • $5,250
  • March 2017
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"Advisory Asset Management: HNW Demand and Drivers" draws on our 2016 Global Wealth Managers Survey to analyze HNW investors’ preferences and attitudes towards advisory asset management services across the globe. It sizes the market f...

Offshore Investment: Booking Center Preferences 2017

  • $5,250
  • October 2017
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"Offshore Investment: Booking Center Preferences 2017", report draws on our 2017 Global Wealth Managers Survey and Offshore Investment Analytics to analyze the performance of key booking centers over time. It has a particular focus on...

The Global Wealth Market in 2017

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  • October 2017
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"The Global Wealth Market in 2017", report analyzes the global wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets.

The global wealth market is on a...

Wealth in the UK: Competitive Dynamics 2017

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  • December 2017
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"Wealth in the UK: Competitive Dynamics 2017", 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 2017 Wealth Managers Surve...

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