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36 Item(s)

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  1. Wealth Management Super League 2016; Comparing the performance of the world’s leading wealth managers

    By: Verdict Financial
    , Published: Oct-2016
    , Product code: VF0059CA
    At the end of 2015, client assets booked with the world’s 25 leading private wealth managers grew by 0.9%. The top three rankings remained unchanged, with Switzerland’s UBS leading the way, followed by the US players Bank of America (BoA) Merrill Lynch and Morgan Stanley. Although industry-wide growth was much weaker than a year ago, pushed down by challenging market conditions and exchange rate fluctuations, most competitors maintained positive new money flows. Looking forward, however, 2016 results will reveal whether HNW investors are indeed again ready to trust the biggest players with their money. This will have a significant influence on wealth managers’ financial performance, as they struggle with decreasing margins and growing regulatory and restructuring costs.
    $5,250.00

  2. The Global Wealth Market in 2016; Analyzing 69 country wealth markets worldwide.

    By: Verdict Financial
    , Published: Sep-2016
    , Product code: VF0015IA
    The global wealth market is on a continuous growth path. Worldwide liquid onshore assets will exceed $100tn no later than 2017. But the market is not homogenous: rates and reasons for growth differ between affluent segments, the level of economic development in any given nation, and local conditions. Volatile exchange rates affect not only the relative strength of regional wealth markets but also investors’ preferences with regards to different asset classes. This means that understanding not just the actual size of a market but also all the above factors is crucial for wealth managers expanding to new countries and developing client targeting strategies.
    $5,250.00

  3. Open API Banking: Defining the Potential and Opportunities; Strategies for a world of open banking

    By: Verdict Financial
    , Published: Sep-2016
    , Product code: VF0084IA
    Regulatory and technological developments are pushing banks in Europe and the UK to open up access to their systems and data via the use of application programming interfaces (APIs). If banks embrace the concept, they will be able to become one-stop shops for the best products on the market, crowdsource the development of new services, and generate revenue by selling access to their data and capabilities.
    $5,250.00

  4. HNW Offshore Investment: Booking Center Preferences 2016

    By: Verdict Financial
    , Published: Aug-2016
    , Product code: VF0081IA
    2015 was a weak year for the global offshore market. However, there have been clear winners and losers as the dynamics of the offshore markets continue to shift. The recent focus of most Western governments on tackling offshore tax evasion has affected certain traditional offshore centers more heavily, while the so-called mid-shores that combine on- and offshore traits have experienced strong fund inflows in recent years. The key centers for HNW individuals are the US, Singapore, Switzerland, the UK, India, Luxembourg, and Hong Kong, followed by more "traditional" centers such as the Isle of Man and Malta.
    $5,250.00

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

    By: Verdict Financial
    , Published: Jun-2016
    , Product code: VF0012IA
    The majority of investors are now active on social media on a daily basis, and wealth managers should embrace this both 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 to a younger target audience, as well as servicing customers. Relationship managers can leverage social media in researching and reaching out to prospective clients, nurturing client relationships, and building their personal brands.
    $5,250.00

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

    By: Verdict Financial
    , Published: Jun-2016
    , Product code: VF0014IA
    There are multiple drivers for HNW offshore investment. At a global level, almost a quarter of HNW individuals invest their 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 and strong currency volatility in many parts of the world are also motivating investors to seek better returns abroad.
    $5,250.00

  7. Preparing for PSD2 and Open Banking

    By: Verdict Financial
    , Published: May-2016
    , Product code: VF0067IA
    The EU’s Directive on Payment Services 2 (PSD2) will accelerate the fragmentation of Europe’s retail banking industry following the global financial crisis. The opportunities brought about by PSD2 will energize banks with strong brand awareness and advanced digital offerings into pushing the boundaries of open banking. Increased competition from card issuers and non-bank third-party providers will prompt steady mid-cap players to fundamentally evaluate their strategies. Banks that are competing on price may see a future in collaborating with third parties, but in doing so will relinquish control over their customer relationships. Whichever path is chosen, the opportunity to offer, create, or co-create new products and services much more quickly is a positive change for the industry.
    $5,250.00

  8. Direct vs Fund Investments: HNW Preferences

    By: Verdict Financial
    , Published: May-2016
    , Product code: VF0066IA
    Globally, 44% of HNW wealth is held via funds as opposed to directly. However, there are significant regional differences when it comes to investment preferences. For example, HNW investors in the US, and to a lesser extent in Western Europe, are significantly more likely to invest in funds than their peers in Central and Eastern Europe, Asia Pacific, and the Middle East. Furthermore, while equity funds prevail across the globe, they are particularly prominent in the West. There are also strong differences across asset classes when it comes to the drivers to invest in funds. While asset diversification benefits feature strongly across all asset classes, lack of time to research direct equity investments is a key driver for fund holdings in the equity space, while an expectation of better returns motivates HNW investors to opt for alternative investment funds as opposed to direct holdings.
    $5,250.00

  9. Robo-Advisors: Mapping the Competitive Landscape

    By: Verdict Financial
    , Published: Apr-2016
    , Product code: VF0013IA
    The wealth management industry has long been resilient to the digitization process observed in the wider financial services space. This has started to change, however, with interest in robo-advice platforms increasing in 2015. The automated investment management 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 robo-advisors are still looking for business models that will appeal to HNW individuals.
    $5,250.00

  10. UK Savings 2016: Forecasts and Future Opportunities

    By: Verdict Financial
    , Published: Apr-2016
    , Product code: VF0065IA
    Low returns on balances and wages that are under pressure from inflation have made it difficult for UK consumers to grow their savings in recent years. At the same time, a recovery in consumer confidence has prompted a declining propensity to save. Retail deposits are predicted to rise at a CAGR of 4%, to reach £1,484bn by 2019, compared to 8% during 2000-07. Banks will have to use new strategies if they want to significantly grow this source of funding.
    $5,250.00

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