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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.

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

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  • 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...

Competitor Profile: BrickX

  • $350
  • June 2019
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BrickX report provides information and insight into BrickX, including details of its business and geographical presence, comprehensive coverage of its products and services, a comparison against key competitors, and information on its business ...

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...

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 ...

Enterprise Tech Ecosystem Series: London Stock Exchange

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  • 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

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  • 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...

HNW Asset Allocation Trends 2019

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  • 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...

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 ...

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

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  • 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...

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...

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...

HNW Offshore Investment: Drivers and Motivations 2018

  • $5,250
  • 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: BNP Paribas Wealth Management 2018

  • $1,295
  • 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

  • $1,295
  • 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

  • $1,295
  • 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

  • $3,450
  • 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...

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