Category: Wealth Management
Wealth Management market research reports by GlobalData
-
United States (US) Wealth Management - Market Sizing and Opportunities to 2026
United States (US) Wealth Management - Market Sizing and Opportunities to 2026 Summary This report analyzes the US'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 thei ... Read More
-
China Wealth Management - Market Sizing and Opportunities to 2026
China Wealth Management - Market Sizing and Opportunities to 2026 Summary 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 the number of individuals and the value of their liquid asset ... Read More
-
United Arab Emirates (UAE) Wealth Management - High Net Worth (HNW) Investors
United Arab Emirates (UAE) Wealth Management - High Net Worth (HNW) Investors Summary This report sizes the opportunity within the UAE's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's pr ... Read More
-
Malaysia Wealth Management - High Net Worth (HNW) Investors
Malaysia Wealth Management - High Net Worth (HNW) Investors Summary Malaysia’s HNW population is dominated by older males, while female HNW individuals and professionals also represent lucrative target segments for wealth managers. In a highly competitive market such as this, advisory mandates have ... Read More
-
Thailand Wealth Management - High Net Worth (HNW) Investors
Thailand Wealth Management - High Net Worth (HNW) Investors Summary Thailand’s HNW population is dominated by professional males, while female HNW individuals and professionals also present lucrative target segments for wealth managers. In a highly competitive market such as this, discretionary mand ... Read More
-
Switzerland Wealth Management - High Net Worth (HNW) Investors
Switzerland Wealth Management - High Net Worth (HNW) Investors Summary This report sizes the opportunity within Switzerland's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's proprietary G ... Read More
-
Sweden Wealth Management - High Net Worth (HNW) Investors
Sweden Wealth Management - High Net Worth (HNW) Investors Summary This report sizes the opportunity within Sweden's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's proprietary Global Weal ... Read More
-
Credit Suisse Private Banking - Competitor Profile
Credit Suisse Private Banking - Competitor Profile Summary GlobalData’s 'Credit Suisse Private Banking - Competitor Profile' provides a comprehensive analysis of Credit Suisse’s private banking and wealth management operations. It offers insights into the company’s strategy and financial performance ... Read More
-
UBS Global Wealth Management - Competitor Profile
UBS Global Wealth Management - Competitor Profile Summary This report provides a comprehensive analysis of UBS’s wealth management operations. It offers insights into the company’s strategy and financial performance, including key data on assets under management. Customer targeting and service propo ... Read More
-
Australia Wealth Management - High Net Worth (HNW) Investors, 2023 Update
Australia Wealth Management - High Net Worth (HNW) Investors, 2023 Update Summary Australia’s HNW market is dominated by older professional males. HNW investors have mainly sourced their wealth from earned income, while entrepreneurial income and inheritance form smaller yet growing sources. Discret ... Read More
-
HNW Asset Allocation Trends, Strategies, Drivers and Forecast, 2023 Update
HNW Asset Allocation Trends, Strategies, Drivers and Forecast, 2023 Update Summary Drawing on results from GlobalData's annual Global Wealth Managers Survey, this report analyzes HNW asset allocation strategies across key global markets. In particular, it examines the drivers behind investment choic ... Read More
-
Hong Kong (China SAR) Wealth Management - High Net Worth (HNW) Investors
Hong Kong (China SAR) Wealth Management - High Net Worth (HNW) Investors Summary GlobalData’s 'Hong Kong (China SAR) Wealth Management - High Net Worth (HNW) Investors' analyzes the investing preferences and portfolio allocation of Hong Kong's HNW individuals. It profiles HNW investors in terms of t ... Read More
-
Spain Wealth Management - High Net Worth (HNW) Investors
Spain Wealth Management - High Net Worth (HNW) Investors Summary The Spanish HNW market is dominated by professional and high-earning males. A high proportion of the typical Spanish HNW portfolio is not placed with wealth managers, indicating a significant market opportunity. A growing appetite for ... Read More
-
United Kingdom (UK) Wealth Management - High Net Worth (HNW) Investors
United Kingdom (UK) Wealth Management - High Net Worth (HNW) Investors Summary This report sizes the opportunity within the UK's wealth market and analyzes the investing preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's proprietary ... Read More
-
Singapore Wealth Management - High Net Worth (HNW) Investors
Singapore Wealth Management - High Net Worth (HNW) Investors Summary This report sizes the opportunity within Singapore's wealth market and analyzes the investing preferences, service requirements, and portfolio allocations of the city-state's HNW investors. The report is based on GlobalData's propr ... Read More
-
India Wealth Management - Market Sizing and Opportunities to 2026
India Wealth Management - Market Sizing and Opportunities to 2026 Summary India’s affluent population registered an average annual growth rate (AAGR) of 11.3% over 2016–21. After recovering from the pandemic-induced downturn in 2021, the Indian economy continued to grow in 2022 despite witnessing gl ... Read More
-
Wealth Management Trends and Themes in 2023
Wealth Management Trends and Themes in 2023 Summary In this report, GlobalData's Wealth Management team consider the key trends and themes that will shape the global wealth industry over the course of 2023. These include ESG, rising inflation, the Russia/Ukraine conflict, and increased adoption of a ... Read More
-
TD Bank - Enterprise Tech Ecosystem Series
TD Bank - Enterprise Tech Ecosystem Series Summary This report provides insight into TD Bank's fintech activities, including its digital transformation strategies, its innovation programs, its technology initiatives, and its estimated ICT budget. TD Bank provides retail and corporate banking, wealth ... Read More
-
Wealth Management Competitive Dynamics, 2022 Update - Review of Wealth Managers by AUM, Financial Performance, Innovative and Competitive Trends
Wealth Management Competitive Dynamics, 2022 Update - Review of Wealth Managers by AUM, Financial Performance, Innovative and Competitive Trends Summary This report benchmarks the world’s leading wealth managers by managed client assets and financial performance. It covers the 49 most prominent inst ... Read More
-
Goldman Sachs Wealth Management - Competitor Profile
Goldman Sachs Wealth Management - Competitor Profile Summary GlobalData’s 'Goldman Sachs Wealth Management - Competitor Profile' provides a comprehensive analysis of Goldman Sachs’s private banking and wealth management operations. It offers insights into the company’s strategy and financial perform ... Read More
-
Morgan Stanley Wealth Management - Competitor Profile
Morgan Stanley Wealth Management - Competitor Profile Summary This report provides a comprehensive analysis of Morgan Stanley Wealth Management’s operations. It offers insight into the company’s strategy, financial performance, customer targeting, service propositions, and product innovations. Headq ... Read More
-
New Zealand Wealth Management - Market Sizing and Opportunities to 2026
New Zealand Wealth Management - Market Sizing and Opportunities to 2026 Summary New Zealand’s affluent population (including high-net-worth [HNW] and mass affluent individuals) registered an average annual growth rate (AAGR) of 6.3% over 2016-19. This positive performance hit a roadblock in 2020 due ... Read More
-
Malaysia Wealth Management - Market Sizing and Opportunities to 2026
Malaysia Wealth Management - Market Sizing and Opportunities to 2026 Summary Malaysia’s affluent segment (including HNWs and mass affluents) accounted for a mere 3.4% of the total population and held more than 88% of the country’s total onshore liquid assets in 2021. Despite a stock market decline, ... Read More
-
Indonesia Wealth Management Market Sizing and Opportunities to 2026
Indonesia Wealth Management Market Sizing and Opportunities to 2026 Summary Indonesia’s affluent segment (including HNWs and mass affluents) accounted for a mere 0.65% of the total population and account for more than 91.1% of the country’s total onshore liquid assets in 2021. Economic recovery in 2 ... Read More
-
ESG (Environmental, Social and Governance) in Wealth Management - Thematic Research
ESG (Environmental, Social and Governance) in Wealth Management - Thematic Research Summary Drawing on GlobalData’s 2021 Global Wealth Managers Survey, this report explores the current state of ESG adoption in the wealth management space and analyzes the key trends that are expected to shape the sec ... Read More
Research Assistance
