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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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HNWI Asset Allocation in South Africa 2014

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

June 2014
FROM
UK Wealth Management Series 2014 : Inheritors Segment Report 2014 UK Wealth Management Series 2014 : Inheritors Segment Report 2014 - Product Thumbnail Image

UK Wealth Management Series 2014 : Inheritors Segment Report 2014

The Inheritors report is part of our library of Segment-specific reports and looks at the wealthy who made their wealth through inheritance in the UK In this data-rich report, you'll find information...

June 2014
UK Wealth Management Series 2014 : Senior Execs Segment Report 2014 UK Wealth Management Series 2014 : Senior Execs Segment Report 2014 - Product Thumbnail Image

UK Wealth Management Series 2014 : Senior Execs Segment Report 2014

The Senior Execs report is part of our library of Segment-specific reports and looks at the wealthy who are senior managers in companies with 1000+ employees in the UK In this data-rich report, you'll...

June 2014
UK Wealth Management Series: Client Landscape Report 2014 UK Wealth Management Series: Client Landscape Report 2014 - Product Thumbnail Image

UK Wealth Management Series: Client Landscape Report 2014

The Client Landscape Report is our flagship piece for 2014 where we explore the changing face of HNWI clients in the UK We provide year-on-year tracking of how their attitudes and behaviors are evolving...

June 2014
UK Wealth Management Series 2014 : Self-Directed Clients Segment Report 2014 UK Wealth Management Series 2014 : Self-Directed Clients Segment Report 2014 - Product Thumbnail Image

UK Wealth Management Series 2014 : Self-Directed Clients Segment Report 2014

The Self-Directed Clients report is part of our library of Segment-specific reports and looks at the wealthy who use self-directed services in the UK In this data-rich report, you'll find information...

June 2014
UK Wealth Management Series 2014 : Core Net-Worths Segment Report 2014 UK Wealth Management Series 2014 : Core Net-Worths Segment Report 2014 - Product Thumbnail Image

UK Wealth Management Series 2014 : Core Net-Worths Segment Report 2014

The Core Net-Worths report is part of our library of Segment-specific reports and looks at the wealthy with net worth of between £1m to £3m in the UK In this data-rich report, you'll find information...

June 2014
UK Wealth Management Series 2014 : Business Owners Segment Report 2014 UK Wealth Management Series 2014 : Business Owners Segment Report 2014 - Product Thumbnail Image

UK Wealth Management Series 2014 : Business Owners Segment Report 2014

The Business Owners is part of our library of Segment-specific reports and looks at the wealthy who are business owners the UK In this data-rich report, you'll find information on the demographics of...

June 2014
UK Wealth Management Series 2014 : Professionals Segment Report 2014 UK Wealth Management Series 2014 : Professionals Segment Report 2014 - Product Thumbnail Image

UK Wealth Management Series 2014 : Professionals Segment Report 2014

The Professionals report is part of our library of Segment-specific reports and looks at the wealthy who work as professionals in the UK In this data-rich report, you'll find information on the demographics...

June 2014
UK Wealth Management Series 2014 : Discretionary Clients Segment Report 2014 UK Wealth Management Series 2014 : Discretionary Clients Segment Report 2014 - Product Thumbnail Image

UK Wealth Management Series 2014 : Discretionary Clients Segment Report 2014

The Discretionary Clients report is part of our library of Segment-specific reports and looks at the wealthy who use discretionary services in the UK In this data-rich report, you'll find information...

June 2014
UK Wealth Managment Series : Advisory Clients Segment Report 2014 UK Wealth Managment Series : Advisory Clients Segment Report 2014 - Product Thumbnail Image

UK Wealth Managment Series : Advisory Clients Segment Report 2014

The Advisory Clients report is part of our library of Segment-specific reports and looks at the wealthy who use advisory services in the UK In this data-rich report, you'll find information on the demographics...

June 2014
UK Wealth Management Series 2014 : Mid Net-Worths Segment Report 2014 UK Wealth Management Series 2014 : Mid Net-Worths Segment Report 2014 - Product Thumbnail Image

UK Wealth Management Series 2014 : Mid Net-Worths Segment Report 2014

The Mid Net-Worths report is part of our library of Segment-specific reports and looks at the wealthy with net worth of between £500k to £1m in the UK In this data-rich report, you'll find information...

June 2014
UK Wealth Management Series 2014 : High Net-Worths Segment Report 2014 UK Wealth Management Series 2014 : High Net-Worths Segment Report 2014 - Product Thumbnail Image

UK Wealth Management Series 2014 : High Net-Worths Segment Report 2014

The High Net-Worths report is part of our library of Segment-specific reports and looks at the wealthy with net worth of more than £3m in the UK In this data-rich report, you'll find information on...

June 2014

South Africa 2014 Wealth Book

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

June 2014
FROM
HNWI Asset Allocation in Germany 2014 HNWI Asset Allocation in Germany 2014 - Product Thumbnail Image

HNWI Asset Allocation in Germany 2014

The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013 This enables us to determine how well the country's HNWIs have performed...

June 2014
FROM
Challenges and Opportunities for the Wealth Sector in Brazil 2014 Challenges and Opportunities for the Wealth Sector in Brazil 2014 - Product Thumbnail Image

Challenges and Opportunities for the Wealth Sector in Brazil 2014

The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013 This enables us to determine how well the country's HNWIs have performed...

June 2014
FROM
HNWI Asset Allocation in Brazil 2014 HNWI Asset Allocation in Brazil 2014 - Product Thumbnail Image

HNWI Asset Allocation in Brazil 2014

The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013 This enables us to determine how well the country's HNWIs have performed...

June 2014
FROM
Ultra HNWIs in Brazil 2014 Ultra HNWIs in Brazil 2014 - Product Thumbnail Image

Ultra HNWIs in Brazil 2014

The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013 This enables us to determine how well the country's UHNWIs have performed...

June 2014
FROM
High Net Worth trends in Germany 2014 High Net Worth trends in Germany 2014 - Product Thumbnail Image

High Net Worth trends in Germany 2014

The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013 This enables us to determine how well the country's HNWIs have performed...

June 2014
FROM
Challenges and Opportunities for the Wealth Sector in Germany 2014 Challenges and Opportunities for the Wealth Sector in Germany 2014 - Product Thumbnail Image

Challenges and Opportunities for the Wealth Sector in Germany 2014

The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013 This enables us to determine how well the country's HNWIs have performed...

June 2014
FROM
Ultra HNWIs in Germany 2014 Ultra HNWIs in Germany 2014 - Product Thumbnail Image

Ultra HNWIs in Germany 2014

The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013 This enables us to determine how well the country's UHNWIs have performed...

June 2014
FROM
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