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Wealth Management Business Models in 20 years

Datamonitor
June 14, 2006
30 Pages - SKU: DFMN1319045

Abstract Table of Contents Search inside this report Related Reports

Countries covered: Global

Introduction

Will include the impact of: business/ entrepreneurial activity as the key source of new wealth creation; the rise of large economies such India and China in the global wealth stakes; and the widespread achievement of "affluence" in many economies. The crux of the report will be to draw out strategic implications for wealth managers and understand the winning business models of the future.

Scope

Assesses key emerging markets' potential such as China and India
Predicts key product and service developments such as lending and client ownership

Highlights

India will become a highly important market for wealth management because wealth managers both domestic and international are able to establish the beginnings of a market with few obstacles, relative to the other emerging markets. Where there are regulatory restrictions, these are less problematic than those in China or the Middle East.

It is highly likely that over the next 20 years, wealth management will witness significant developments in the way that clients are segmented. Following from this, client service will change to complement the shift in emphasis, as factors other than the level of the client's wealth are taken into consideration.

Datamonitor research indicates that there are significant benefits in the area of liability management for the wealthy, and that the importance of liability management as part of wealth management will inevitably grow over the next 20 years, until it becomes a key service area.

Reasons to Purchase

Understand the long term trends within the wealth management industry
Identify areas for business development based on anticipated growth

CHAPTER 1 INTRODUCTION: Overview
CHAPTER 2 EMERGING MARKETS WILL BE WEALTH MANAGEMENT HUBS: Introduction; The economic strength of emerging markets will come to rival those of the G7; By 2026 India will be the prime location for wealth managers; China and the Middle East will also be key centers of wealth management
CHAPTER 3 INNOVATIVE CLIENT SEGMENTATION WILL DEVELOP: Introduction; Wealth managers are beginning to investigate innovative segmentation methods to manage the changing client profile; Over the next 20 years wealth managers will hone their segmentation methods; The most important segments globally will be entrepreneurs and SME CEOs
CHAPTER 4 CLIENT OWNERSHIP WILL POLARIZE: Introduction; Financial advisers will become an important separate client segment for wealth managers; The organization of direct client ownership will also change
CHAPTER 5 MASS AFFLUENT SERVICES WILL BECOME AN INTEGRAL PART OF WEALTH MANAGEMENT: Introduction; The rise of the mass affluent represents an opportunity for wealth managers in the medium term; Wealth managers will capture the higher value mass affluent market by offering a scaled down wealth management service
CHAPTER 6 LIABILITY MANAGEMENT WILL BECOME A KEY SERVICE AREA: Introduction; Liability management is currently not part of the wealth management agenda but has proven potential; The incorporation of lending into wealth management will shift the focus of the servce
CHAPTER 7 CONCLUSION: The wealth management business model of the future
APPENDIX: Further Reading; SPP writing team

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