Wealth Management Market Research Reports
"...... roportion of wealth remains unmanaged. Defensive investments dominate the average portfolio, and while this is not expected to change we do forecast a decrease in demand for cash, while demand for fixed income is expected to rise. Tax planning is mos......"
"...... anking industry is difficult to penetrate, but wealth managers that are aware of the local makeup of the HNW market will find it to be highly profitable. Chinese HNW investors have mainly sourced their wealth through a mixture of first-generation ent......"
"...... is known for its multicultural landscape, which is reflected in the country's HNW market. HNW investors in Australia stem from a range of different backgrounds and have distinctive demand patterns. The bulk of HNW individuals have accumulated their w......"
"...... nvestors are men over the age of 40 who have sourced their wealth through the mining and oil or construction sectors. Recent political and economic instability has driven more investors to ask for professional advice; however, they are still reluctan......"
"...... ith males accounting for the majority. Equity and bond investments constitute the greatest proportions of UK HNW portfolios, mirroring the regional average. UK wealth managers experience strong demand for financial products and services, with pension......"
"...... -direct their investments do so mainly to avoid management fees and to retain exclusive control over some of their portfolio. Equities are the preferred asset class, but property, alternatives, and cash are forecast to experience notable increases ov......"
"...... s. Strong market volatility in many parts of the world is also motivating investors to seek better returns abroad. Yet there are notable regional differences, and wealth managers that fail to understand the drivers that motivate HNW investors in a pa......"
"...... NW population, who along with the rest of the country's HNW population are keen to invest a proportion of their wealth locally. Looking ahead, greater demand for wealth management services such as inheritance and financial planning is expected......."
"...... heir wealth through being a first-generation entrepreneur. Inheritance ranks second as a source of wealth, and 46% of French investors attribute their fortune to the property and financial services sectors, reflective of market demand and stability. ......"
"...... datasets. Singapore is Asia's pre-eminent offshore investment center, with 80% of the wealth invested in funds sourced from non-residents in 2015. However, the onshore market is a major source of assets under management (AUM) in its own......"