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Wealth Management

(548 Products)

2014 registered a record number of UHNWIs globally. The outlook for wealth management over the next decade is good, particularly in the family office space.

Over the next 10 years, Africa is expected to be the fastest growing region for private banking globally (8% per annum growth), followed by APAC (6% per annum growth) and the Middle East (5% per annum growth).

The publications listed under Research and Markets’ Wealth Management category will help you keep one step ahead of the competition. Practitioners will find numerous high-value reports at their disposal, including market reports exploring the latest market trends, strategies and forecasts, and directories and databases of high net worth individuals in countries all over the world.

Key wealth management market players featured in our publications include UBS, Credit Suisse, Pictet, RBC, Julius Baer, Barclays, HSBC and many more. Show Less
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PRODUCT TITLE
France Wealth Report 2015 France Wealth Report 2015 - Product Thumbnail Image

France Wealth Report 2015

Synopsis: This report is the result of an extensive research covering the high net worth individual (HNWI) population and wealth management market in France. Summary: This report reviews the...

March 2015
FROM
HNWI Asset Allocation in the Netherlands 2015 HNWI Asset Allocation in the Netherlands 2015 - Product Thumbnail Image

HNWI Asset Allocation in the Netherlands 2015

Synopsis This report provides the latest asset allocations of the Netherlands HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of the...

March 2015
FROM
Ultra HNWIs in Germany 2015 Ultra HNWIs in Germany 2015 - Product Thumbnail Image

Ultra HNWIs in Germany 2015

Synopsis: This report reviews the performance and asset allocations of Ultra HNWIs in Germany, and highlights top-performing cities. It also includes an evaluation of the local wealth management...

March 2015
FROM
High Net Worth trends in Switzerland 2015 High Net Worth trends in Switzerland 2015 - Product Thumbnail Image

High Net Worth trends in Switzerland 2015

Synopsis: This report provides projections of the volume and wealth of Switzerland HNWIs. This includes demographic trends (2010-2014) and findings of the proprietary Wealth Insight HNWI Database. Summary: -...

March 2015
FROM
Ultra HNWIs in the Netherlands 2015 Ultra HNWIs in the Netherlands 2015 - Product Thumbnail Image

Ultra HNWIs in the Netherlands 2015

Synopsis: This report reviews the performance and asset allocations of Ultra HNWIs in the Netherlands, and highlights top-performing cities. It also includes an evaluation of the local wealth management...

March 2015
FROM
High Net Worth trends in Germany 2015 High Net Worth trends in Germany 2015 - Product Thumbnail Image

High Net Worth trends in Germany 2015

Synopsis: This report provides projections of the volume and wealth of Germany HNWIs. This includes demographic trends (2010-2014) and findings of the proprietary Wealth Insight HNWI Database. Summary: -...

March 2015
FROM
Challenges and Opportunities for the Wealth Sector in Switzerland 2015 Challenges and Opportunities for the Wealth Sector in Switzerland 2015 - Product Thumbnail Image

Challenges and Opportunities for the Wealth Sector in Switzerland 2015

Synopsis: This report is a thorough analysis of Switzerland's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Summary: - This report is the...

March 2015
FROM
HNWI Asset Allocation in Switzerland 2015 HNWI Asset Allocation in Switzerland 2015 - Product Thumbnail Image

HNWI Asset Allocation in Switzerland 2015

Synopsis: This report provides the latest asset allocations of Switzerland HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Switzerland...

March 2015
FROM
Challenges and Opportunities for the Wealth Sector in Germany 2015 Challenges and Opportunities for the Wealth Sector in Germany 2015 - Product Thumbnail Image

Challenges and Opportunities for the Wealth Sector in Germany 2015

Synopsis: This report is a thorough analysis of Germany's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Summary: - This report is the result...

March 2015
FROM
High Net Worth trends in the Netherlands 2015 High Net Worth trends in the Netherlands 2015 - Product Thumbnail Image

High Net Worth trends in the Netherlands 2015

Synopsis: This report provides projections of the volume and wealth of the Netherlands HNWIs. This includes demographic trends (2010-2014) and findings of the proprietary Wealth Insight HNWI Database. Summary: -...

March 2015
FROM
Ultra HNWIs in Switzerland 2015 Ultra HNWIs in Switzerland 2015 - Product Thumbnail Image

Ultra HNWIs in Switzerland 2015

Synopsis: This report reviews the performance and asset allocations of Ultra HNWIs in Switzerland, and highlights top-performing cities. It also includes an evaluation of the local wealth management...

March 2015
FROM
HNWI Asset Allocation in Germany 2015 HNWI Asset Allocation in Germany 2015 - Product Thumbnail Image

HNWI Asset Allocation in Germany 2015

Synopsis: This report provides the latest asset allocations of Germany HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Germany HNWIs...

March 2015
FROM
Challenges and Opportunities for the Wealth Sector in the Netherlands 2015 Challenges and Opportunities for the Wealth Sector in the Netherlands 2015 - Product Thumbnail Image

Challenges and Opportunities for the Wealth Sector in the Netherlands 2015

Synopsis: This report is a thorough analysis of the Netherlands's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Summary: - This report is...

March 2015
FROM
Netherlands Wealth Report 2015 Netherlands Wealth Report 2015 - Product Thumbnail Image

Netherlands Wealth Report 2015

This report is the result of research covering the high net worth individual (HNWI) population and wealth management market in the Netherlands. Summary: This report reviews the performance and...

March 2015
FROM
Bordier & Cie : Company Profile and SWOT Analysis Bordier & Cie : Company Profile and SWOT Analysis - Product Thumbnail Image

Bordier & Cie : Company Profile and SWOT Analysis

Synopsis: WealthInsight's "Bordier & Cie : Company Profile and SWOT Analysis" contains in depth information and data about the company and its operations. The profile contains a company overview,...

March 2015
FROM
Insight Report: Business Strategies for Targeting HNWIs and UHNWIs in the Middle East Insight Report: Business Strategies for Targeting HNWIs and UHNWIs in the Middle East  - Product Thumbnail Image

Insight Report: Business Strategies for Targeting HNWIs and UHNWIs in the Middle East

Synopsis: This report provides insights into the complex needs of the Middle Eastern HNWIs and UHNWIs, as well as providing an in-depth analysis of the attitudes of international and domestic wealth...

March 2015
FROM
Germany Wealth Report 2015 Germany Wealth Report 2015 - Product Thumbnail Image

Germany Wealth Report 2015

Synopsis: This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in Germany. Summary: This report reviews the...

March 2015
FROM

The Next-Generation Indian Investor

This research service examines the Indian investment market from the perspectives of investors and entrepreneurs. It studies the market in terms of its growth over the last few years, the fundamental...

March 2015
FROM

Digital and Mobile Solutions for Financial Advisors 2015

Wealth managers’ traditional model of providing financial advice is under attack by computer software with increasingly cognitive abilities, but they can fend off these threats by applying the right...

March 2015
Switzerland Wealth Report 2015 Switzerland Wealth Report 2015 - Product Thumbnail Image

Switzerland Wealth Report 2015

Synopsis: This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in Switzerland. Summary: This report reviews...

February 2015
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