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Wealth Management

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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780 Products

2015 U.S. Personal investment management products sold through Insurance agencies & brokerages-Product & Services Report

The 2015 U.S. Personal investment management products sold through Insurance agencies & brokerages-Product & Services Report, published annually, contains timely and accurate industry statistics, forecasts...

Published:  April 2015
Price:  From

2015 U.S. Personal investment management products sold through Securities brokerages-Product & Services Report

The 2015 U.S. Personal investment management products sold through Securities brokerages-Product & Services Report, published annually, contains timely and accurate industry statistics, forecasts and...

Published:  April 2015
Price:  From

2015 U.S. Portfolio Management Industry-Industry & Market Report

The U.S. Portfolio Management Industry-Industry & Market Report, published annually, contains timely and accurate industry statistics, forecasts and demographics. The report features 2015 current and...

Published:  April 2015
Price:  From

2015 U.S. Investment Advice Industry-Industry & Market Report

The U.S. Investment Advice Industry-Industry & Market Report, published annually, contains timely and accurate industry statistics, forecasts and demographics. The report features 2015 current and 2016...

Published:  April 2015
Price:  From

2015 U.S. Financial planning and investment management products sold through Commercial banking-Product & Services Report

The 2015 U.S. Financial planning and investment management products sold through Commercial banking-Product & Services Report, published annually, contains timely and accurate industry statistics, forecasts...

Published:  April 2015
Price:  From

2015 Investment Advice Industry in the U.S. - Insights & Benchmarking Report (covers 2007-2019)

2015 Investment Advice Industry in the United States - Insights & Benchmarking Report Do you want to quickly know the important insights and benchmarks of the $33 Billion Investment Advice Industry...

Published:  April 2015
Price:  From

2015 Portfolio Management Industry in the U.S. - Insights & Benchmarking Report (covers 2007-2019)

2015 Portfolio Management Industry in the United States - Insights & Benchmarking Report Do you want to quickly know the important insights and benchmarks of the $189 Billion Portfolio Management Industry...

Published:  April 2015
Price:  From

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...

Published:  March 2015
Price:  From

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...

Published:  March 2015
Price:  From

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: -...

Published:  March 2015
Price:  From

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: -...

Published:  March 2015
Price:  From

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...

Published:  March 2015
Price:  From

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...

Published:  March 2015
Price:  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: -...

Published:  March 2015
Price:  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...

Published:  March 2015
Price:  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...

Published:  March 2015
Price:  From

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...

Published:  March 2015
Price:  From

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...

Published:  March 2015
Price:  From

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...

Published:  March 2015
Price: 

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...

Published:  March 2015
Price:  From
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