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Wealth Management

(834 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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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

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

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

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

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

The Fund Industry. How Your Money is Managed. 2nd Edition. Wiley Finance

Praise for The Fund Industry, Second Edition "This book provides an excellent overview of all aspects of the fund industry from portfolio management to marketing to regulation. It will be an invaluable...

March 2015

Robo-Advisors 2.0: How Automated Investing is Infiltrating the Wealth Management Industry

The disruptive effects of robo-advisors and automated investment services to the traditional wealth management industry are on the rise. While market development was dominated in 2014 by the launch...

March 2015

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

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

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

Portfolio Management in the US

Portfolio Management in the US The unprecedented severity of the financial crisis and subsequent recession has contrasted the Portfolio Management industry's recovery since, particularly in 2013,...

February 2015
FROM

Alts Democratized. A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors + Website. Wiley Finance

A Comprehensive Review of the Liquid Alts Market and How ‘40 Act Products Can Enhance Client Portfolios Liquid alternatives give investors access to hedge fund strategies with the benefits of ’40...

February 2015

Ultra HNWIs in Italy 2015

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

February 2015
FROM

HNWI Asset Allocation in Italy 2015

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

February 2015
FROM

Challenges and Opportunities for the Wealth Sector in Italy 2015

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

February 2015
FROM

High Net Worth trends in Italy 2015

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

February 2015
FROM

Modern Portfolio Management: From Markowitz to Probabilistic Scenario Optimisation

Modern Portfolio Management provides a methodology for portfolio choice based upon modern risk management techniques and a clearer definition of the investment risk/return profile to feature goal-based...

February 2015
FROM

Ultra HNWIs in Poland 2014

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

February 2015
FROM

HNWI Asset Allocation in Poland 2014

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

February 2015
FROM
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