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Wealth Management Market Research Reports & Industry Analysis

Wealth management refers to the combined strategy of investment portfolio management, financial planning, and a number of other aggregated financial services typically utilized by individuals with high net wealth, families that are looking for help from a credentialed financial advisor and small business owners. Coordinating estate planning, retail banking, tax professionals, legal resources, and investment management, wealth management is a highly sought after tool in today’s financial world.

Wealth Management in general and Wealth Managers in particular is a concept by which (typically) high net worth individuals. Typically referred to as either Private Wealth Management when referencing individuals, Wealth Managers help their clients by using a variety of tools such as trusts or other estate planning vehicles, stock option planning and business succession plans to both protect and grow their capital.

Given the unease in the financial markets starting in 2007-2008, wealth managers came under more scrutiny, forcing many to change tactics and forgo long-held mantras like ‘buy and hold’, instead taking a new approach to ensuring their clients’ investments prospered.

This information is both highly sought after and incredibly useful when formulating a business or investment strategy, as information regarding individuals with high net worth is essential for determining what the likely investment patters for those parties will be

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Using the Wealth Management reports in MarketResearch.com’s Wealth Management category, you will gain an understanding of marketing strategies aimed at wealth management clients, demographics, sales, market share, size, and growth in the Wealth Management market broken out by country, region, companies and purchasing habits, these reports are an invaluable tool for understanding the Wealth Management industry, as well as offering insights into the strategies the wealth managers themselves use.

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Wealth Management Industry Research & Market Reports

  • Mass Affluents in China: Product Holding and Preferences

    ...than average, maintain higher levels of savings and investments, and are more likely to use added-value services. This makes them an attractive and profitable segment to target. Key Findings Mass affluents are more inclined than ... Read More

  • Mass Affluents: Channel Use in Australia

    ...online channel they are not yet embracing mobile as much as the retail segment. This will change, however, and authorized deposit-taking institutions need to be ready for this with apps that can accommodate them. This ... Read More

  • Wealth in Germany: HNW Investors; Understanding HNW investors and wealth management strategies.

    ...HNW individuals – most are either family business owners or inheritors. The manufacturing industry dominates as the leading generator of wealth, followed by construction. Expats constitute 11.3% of the population and are largely from nearby ... Read More

  • High Net Worth trends in Turkey 2016

    ...Summary This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Turkey. The report focuses on HNWI performance between the end of 2011 ... Read More

  • Challenges and Opportunities for the Wealth Sector in Turkey 2016

    ...This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Turkey. The report focuses on HNWI performance between the end of 2011 and ... Read More

  • HNWI Asset Allocation in Turkey 2016

    ...Turkey HNWIs to 2020 and a comprehensive and robust background of the local economy. Summary This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management ... Read More

  • U.S. Bancorp Wealth Management : Company Profile and SWOT Analysis

    ...The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, recent developments, key employees, company locations and subsidiaries as well as employee biographies. Summary This report is ... Read More

  • High Net Worth trends in Nigeria 2016

    ...Summary This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Nigeria. The report focuses on HNWI performance between the end of 2011 ... Read More

  • High Net Worth trends in South Africa 2016

    ...HNWI Database. Summary This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in South Africa. The report focuses on HNWI performance between the ... Read More

  • Social Media in Wealth Management; Reaching clients and prospects on social media.

    ...on the company-level and on the relationship manager-level. Social media adds value in a number of ways. Companies can benefit from social media in promoting their brand, enhancing thought leadership and investment opportunities, reaching out ... Read More

  • Turkey Wealth Report 2016

    ...and asset allocations of HNWIs and ultra-HNWIs in Turkey. It also includes an evaluation of the local wealth management market. Scope Independent market sizing of the Turkish HNWIs for five wealth bands HNWI volume, wealth ... Read More

  • Challenges and Opportunities for the Wealth Sector in South Africa 2016

    ...faces. Summary This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in South Africa. The report focuses on HNWI performance between the end ... Read More

  • Challenges and Opportunities for the Wealth Sector in Nigeria 2016

    ...This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Nigeria. The report focuses on HNWI performance between the end of 2011 and ... Read More

  • HNWI Asset Allocation in Nigeria 2016

    ...Nigeria HNWIs to 2020 and a comprehensive and robust background of the local economy. Summary This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management ... Read More

  • HNWI Asset Allocation in South Africa 2016

    ...allocations of South Africa HNWIs to 2020 and a comprehensive and robust background of the local economy. Summary This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population ... Read More

  • Banks in Switzerland

    ...including key financial metrics and analysis of competitive pressures within the market. Essential resource for top-line data and analysis covering the Switzerland banks market. Includes market size and segmentation data, textual and graphical analysis of ... Read More

  • Mass Affluents: Product Holding and Preferences in the UK

    ...products than average, maintain higher levels of savings and investments, and are more likely to use added-value services. This makes them an attractive and profitable segment to target. Key Findings Santander is the leading current ... Read More

  • Mass Affluents: Product Holding and Preferences in Australia

    ...allowing them to take advantage of their extra cash to maximize returns and reduce cost through their financial product holdings. In general, mass affluent are sensitive towards APR and will shop around for financial products ... Read More

  • HNW Offshore Investment: Drivers and Motivations; Analyzing the drivers behind HNW offshore investments

    ...assets offshore to gain access to a better or wider range of investment options, making it the most important driver. Tax efficiencies rank second, followed by access to better investment options. However, bearish financial markets ... Read More

  • Banque CIC Suisse Private Banking : Company Profile and SWOT Analysis

    ...its operations. The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, key employees, company locations and subsidiaries as well as employee biographies. Summary This report is ... Read More

  • BBVA Private Banking (BBVA) : Company Profile and SWOT Analysis

    ...The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, recent developments, key employees, company locations and subsidiaries as well as employee biographies. Summary This report is ... Read More

  • UBI Private Banking : Company Profile and SWOT Analysis

    ...contains a company overview, key facts, major products and services, SWOT analysis, business description, company history as well as key employees. Summary This report is a crucial resource for industry executives and anyone looking to ... Read More

  • CIMB Private Banking : Company Profile and SWOT Analysis

    ...contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, recent developments, key employees, company locations and subsidiaries as well as employee biographies. Summary This report is a crucial ... Read More

  • China CITIC Bank International Private Banking : Company Profile and SWOT Analysis

    ...company and its operations. The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, recent developments, key employees as well as employee biographies. Summary This report is ... Read More

  • South Africa Wealth Report 2016

    ...the performance and asset allocations of HNWIs and ultra-HNWIs in South Africa. It also includes an evaluation of the local wealth management market. Scope Independent market sizing of South African HNWIs for five wealth bands ... Read More

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