Wealth Management Technology Spending in New Zealand to 2014

Introduction

This Databook provides insight into key technological market dynamics in the New Zealand wealth management technology sector. It quantifies technology spending within the wealth management industry from 2005 to 2008 and then forecasts the spending from 2009 to 2014, covering three business locations, six technology sources, and 15 key business functions spanning four lines of business.

Scope

• Overview of wealth management technology spending in New Zealand
• Technology spending within the high net worth banking and financial planning line of business
• Technology spending within the retail asset management, retail brokerage, and mass affluent banking/financial planning business lines

Highlights

Technology spending within the wealth management industry in New Zealand grew at a CAGR of 3.9% between 2005 and 2008.

Retail asset management line of business led the wealth management industry accounting for a share of 34.5% of the total technology spending in 2008, followed by high net worth banking and financial planning, and mass affluent banking and financial planning accounting for a share of 30.1% and 24.3%.

Reasons to Purchase

• Develop business strategies by analyzing the spending patterns among various business functions within the wealth management industry in New Zealand
• Gain insight into initiatives and strategies employed by wealth management institutions to remain competitive
• Understand market sizes and growth trends for key sub-segments within the wealth management technology sector