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Wealth Management

(549 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
Ultra HNWIs in Canada 2014 Ultra HNWIs in Canada 2014 - Product Thumbnail Image

Ultra HNWIs in Canada 2014

Synopsis: - This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in Canada. - The report focuses on HNWI performance...

December 2014
FROM
US Wealth Report 2014 US Wealth Report 2014 - Product Thumbnail Image

US Wealth Report 2014

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

December 2014
FROM
Hong Kong Wealth Report 2014 Hong Kong Wealth Report 2014 - Product Thumbnail Image

Hong Kong Wealth Report 2014

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

December 2014
FROM

Social Media for Banking and Wealth Management 2014: The Gap is Widening

While overall the use of social media by banks and wealth managers made some progress compared to the findings of last year’s edition, this new report reveals a shocking disparity between the offerings...

December 2014
Ultra HNWIs in China in 2014 Ultra HNWIs in China in 2014 - Product Thumbnail Image

Ultra HNWIs in China in 2014

Synopsis: This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in China. The report focuses on HNWI performance...

November 2014
FROM
HNWI Asset Allocation in China 2014 HNWI Asset Allocation in China 2014 - Product Thumbnail Image

HNWI Asset Allocation in China 2014

Synopsis: This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in China. The report focuses on HNWI performance...

November 2014
FROM
Challenges and Opportunities for the Wealth Sector in China 2014 Challenges and Opportunities for the Wealth Sector in China 2014 - Product Thumbnail Image

Challenges and Opportunities for the Wealth Sector in China 2014

Synopsis: This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in China. The report focuses on HNWI performance...

November 2014
FROM
High Net Worth trends in China 2014 High Net Worth trends in China 2014 - Product Thumbnail Image

High Net Worth trends in China 2014

Synopsis: This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in China. The report focuses on HNWI performance...

November 2014
FROM
High Net Worth Trends in Australia 2014 High Net Worth Trends in Australia 2014 - Product Thumbnail Image

High Net Worth Trends in Australia 2014

Synopsis: This report provides projections of the volume and wealth of Australia HNWIs. This includes demographic trends (2009-2013) and findings of the proprietary Wealth Insight HNWI Database. Summary: -...

November 2014
FROM
Challenges and Opportunities for the Wealth Sector in Australia 2014 Challenges and Opportunities for the Wealth Sector in Australia 2014 - Product Thumbnail Image

Challenges and Opportunities for the Wealth Sector in Australia 2014

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

November 2014
FROM
HNWI Asset Allocation in Australia 2014 HNWI Asset Allocation in Australia 2014 - Product Thumbnail Image

HNWI Asset Allocation in Australia 2014

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

November 2014
FROM
Ultra HNWIs in Australia in 2014 Ultra HNWIs in Australia in 2014 - Product Thumbnail Image

Ultra HNWIs in Australia in 2014

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

November 2014
FROM
China Wealth Report 2014 China Wealth Report 2014 - Product Thumbnail Image

China Wealth Report 2014

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

November 2014
FROM

Digital and Mobile Behavior and Attitudes of the Wealthy in USA, UK, France, Germany, and China

The latest research shows that global private wealth grew almost 15% last year. Worldwide almost 35 million adults are USD millionaires, a number that is expected to increase by more than 50% by 2019....

November 2014
HNWI Asset Allocation in Malaysia 2014 HNWI Asset Allocation in Malaysia 2014 - Product Thumbnail Image

HNWI Asset Allocation in Malaysia 2014

Synopsis: - This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in Malaysia. - The report focuses on HNWI performance...

November 2014
FROM
Ultra HNWIs in Malaysia 2014 Ultra HNWIs in Malaysia 2014 - Product Thumbnail Image

Ultra HNWIs in Malaysia 2014

Synopsis: - This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in Malaysia. - The report focuses on HNWI performance...

November 2014
FROM
High Net Worth trends in Malaysia 2014 High Net Worth trends in Malaysia 2014 - Product Thumbnail Image

High Net Worth trends in Malaysia 2014

Synopsis: - This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in Malaysia. - The report focuses on HNWI performance...

November 2014
FROM
Australia Wealth Report 2014 Australia Wealth Report 2014 - Product Thumbnail Image

Australia Wealth Report 2014

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

November 2014
FROM
Challenges and Opportunities for the Wealth Sector in Malaysia 2014 Challenges and Opportunities for the Wealth Sector in Malaysia 2014 - Product Thumbnail Image

Challenges and Opportunities for the Wealth Sector in Malaysia 2014

Synopsis: - This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in Malaysia. - The report focuses on HNWI performance...

November 2014
FROM
Insight Report: Running a Family Business Insight Report: Running a Family Business - Product Thumbnail Image

Insight Report: Running a Family Business

Synopsis: This report provides insights into family businesses and the role of wealth managers in key developed and emerging economies. It analyzes key market trends, industry concentration, family...

October 2014
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