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Wealth Management Market Research Reports


Wealth in the UK: HNW Investors; Understanding HNW investors and wealth management strategies.

By Verdict
"...... . However, to save time they opt for discretionary asset management services, as UK wealth managers maintain their reputation as trusted professionals. Investment portfolios are built around traditional asset classes such as equities and bonds, but a......"

Wealth in the Netherlands: HNW Investors

By Verdict
"...... r 50, with almost a quarter over 65. Expats form a small proportion of the HNW population (4.1%), with the UK accounting for the largest share. The typical Dutch HNW individual invests heavily into equities, which make up nearly half of the typical H......"

Robo-Advisors: Mapping the Competitive Landscape

By Verdict
"...... space is hence becoming ever-more competitive as new entrants launch propositions. Supported by software developers, traditional wealth managers have also started exploring the digital advice market. Competition will thus increase further, although r......"

Wealth in Poland: Sizing the Market Opportunity

By Verdict
"...... ents has been growing fast. The HNW population remains tiny, but at the same time is growing its wealth at the fastest pace. With their changing preferences and growing interest in offshore investments, Polish billionaires are a lucrative target for ......"

Wealth in the US: Sizing the Market Opportunity

By Verdict
"...... rticipation in both equities and mutual funds. US wealth managers thus have a lucrative target market onshore. In the future, growth in the affluent population's liquid assets will be pronounced compared to other developed economies. At the end of 20......"

2020 Foresight: Non Resident Indians

By WealthInsight
"...... argest among non-resident South Asians. The report examines non-resident Indians (NRIS)’ investment attitudes and behavior, sources of wealth and demographics. It also includes market size and forecast data for NRIs from WealthInsight’s p......"

Wealth in Hong Kong: Sizing the Market Opportunity

By Verdict
"...... considered affluent, comparable to markets in the developed West, while growth rates still resemble those found in the East. Growth going forward will be more modest for both affluent investor numbers and assets. But with affluent assets still forec......"

Wealth in the Brazil: Sizing the Market Opportunity

By Verdict
"...... etail savings and investments market; equities in particular have plummeted thanks to the ongoing poor performances of the Bovespa since 2013. With such uncertainty, it is no surprise that local HNW individuals choose to hold almost 20% of their port......"

Australian IFAs, Investment Managers and Platforms

By Verdict
"...... latform to manage their client assets under management, understanding why certain platforms are more favored than others is crucial to gaining market share. Key Findings With the greater transparency in fees an......"

Insight Report: Insurance for HNWIs - Current State and Future Prospects

By Timetric
"...... customization a key strategy to meet HNWI specific needs. Growth in the number of HNWIs and a consistent rise in their wealth are creating new opportunities for insurers globally. The global HNWI population increased by 2.8%, from 17.3 million in 201......"