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Wealth Management

2011 registered a record number of billionaires. The outlook for the wealth management in 2012 is therefore good, but wealth managers still have to face challenges such as an increasingly competitive marketplace and more stringent regulation.

The publications listed under Research and Markets’ Wealth Management category will help you keep one step ahead of the competition and form lucrative partnerships. Practitioners will find numerous great value reports and texts 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 Pictet, RBC, HSBC, UBS, Credit Suisse, Wells Fargo, and many more. Show Less
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  • Asset Management Industry in the PIGS Nations - Investment Analysis

    Frost & Sullivan, Mar 2011 , Pages: 67
    Asset Management Industry in the PIGS Nations to Gain Traction with Economic Recovery in 2012 and Low Mutual Penetration Long-term Structural Reforms Required to Pull the Industry out of the Red The...
  • Competitive Trends in Global Wealth Management 2011

    Datamonitor, Mar 2011 , Pages: 77
    Introduction This report provides an overview of the major competitive trends during 2010 and what the top 10 global players, including Pictet, RBC, HSBC, UBS, Credit Suisse and Wells Fargo; were doing...
  • Reading Bernie Madoff: Seven Books About a Scandal

    Alert Publications, Mar 2011 , Pages: 8
    - All the books in English to date about the Madoff scandal and comments from business writer/researcher, Sylvia James - Emerging Markets: How this term is changing - List of key sources and how this...
  • Central & Eastern Europe Wealth Markets Database 2010

    Datamonitor, Feb 2011
    Central & Eastern Europe was among the fastest-growing region prior to the global financial crisis, but the last few years have taken their toll on the affluent populations there. This database quantifies...
  • Wealth Management Competitor Tracker 2010

    Datamonitor, Jan 2011 , Pages: 24
    Introduction The Wealth Management Competitor Tracker provides expert analysis and opinion on the strategic moves of leading competitors in the wealth management space. Produced on a monthly basis,...
  • Australia Regional Wealth Markets Database 2010

    Datamonitor, Jan 2011
    While Australia was spared a recession, its wealthy suffered due to the global financial crisis. The first of its kind, this database sizes the potential affluent client base across all the states and...
  • Wealth Management in Australia

    Datamonitor, Jan 2011 , Pages: 87
    Introduction Australia weathered the global financial crisis better than most countries but it was not immune to its effects. With billions of dollars having been erased from the portfolios of the...
  • Wealth Management Technology Spending in Canada to 2014

    Datamonitor, Nov 2010 , Pages: 59
    This Databook provides insight into key technological market dynamics in the Canadian wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Italy to 2014

    Datamonitor, Nov 2010 , Pages: 60
    This Databook provides insight into key technological market dynamics in the Italian wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Germany to 2014

    Datamonitor, Nov 2010 , Pages: 59
    This Databook provides insight into key technological market dynamics in the German wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Switzerland to 2014

    Datamonitor, Nov 2010 , Pages: 60
    This Databook provides insight into key technological market dynamics in the Swiss wealth management technology sector. It quantifies technology spending within the wealth management industry from 2005...
  • Wealth Management Technology Spending in the US to 2014

    Datamonitor, Nov 2010 , Pages: 60
    This Databook provides insight into key technological market dynamics in the US wealth management technology sector. It quantifies technology spending within the wealth management industry from 2005...
  • Wealth Management Technology Spending in France to 2014

    Datamonitor, Nov 2010 , Pages: 60
    This Databook provides insight into key technological market dynamics in the French wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Iberia to 2014

    Datamonitor, Nov 2010 , Pages: 63
    This Databook provides insight into key technological market dynamics in the Iberian wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in the UK and Ireland to 2014

    Datamonitor, Nov 2010 , Pages: 59
    This Databook provides insight into key technological market dynamics in the UK and Ireland wealth management technology sector. It quantifies technology spending within the wealth management industry...
  • Wealth Management Technology Spending in Nordics to 2014

    Datamonitor, Nov 2010 , Pages: 59
    This Databook provides insight into key technological market dynamics in the Nordics wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Benelux to 2014

    Datamonitor, Nov 2010 , Pages: 62
    This Databook provides insight into key technological market dynamics in the Benelux wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Mexico to 2014

    Datamonitor, Nov 2010 , Pages: 60
    This Databook provides insight into key technological market dynamics in the Mexican wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Argentina to 2014

    Datamonitor, Nov 2010 , Pages: 60
    This Databook provides insight into key technological market dynamics in the Argentine wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Brazil to 2014

    Datamonitor, Nov 2010 , Pages: 59
    This Databook provides insight into key technological market dynamics in the Brazilian wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Singapore to 2014

    Datamonitor, Nov 2010 , Pages: 60
    This Databook provides insight into key technological market dynamics in the Singapore wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Taiwan to 2014

    Datamonitor, Nov 2010 , Pages: 60
    This Databook provides insight into key technological market dynamics in the Taiwanese wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in China to 2014

    Datamonitor, Nov 2010 , Pages: 60
    This Databook provides insight into key technological market dynamics in the Chinese wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Indonesia to 2014

    Datamonitor, Nov 2010 , Pages: 59
    This Databook provides insight into key technological market dynamics in the Indonesian wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in India to 2014

    Datamonitor, Nov 2010 , Pages: 61
    This Databook provides insight into key technological market dynamics in the Indian wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Australia to 2014

    Datamonitor, Nov 2010 , Pages: 62
    This Databook provides insight into key technological market dynamics in the Australian wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in Japan to 2014

    Datamonitor, Nov 2010 , Pages: 60
    This Databook provides insight into key technological market dynamics in the Japanese wealth management technology sector. It quantifies technology spending within the wealth management industry from...
  • Wealth Management Technology Spending in New Zealand to 2014

    Datamonitor, Nov 2010 , Pages: 59
    This Databook provides insight into key technological market dynamics in the New Zealand wealth management technology sector. It quantifies technology spending within the wealth management industry...
  • Wealth Management Technology Spending in Middle East to 2014

    Datamonitor, Nov 2010 , Pages: 59
    This Databook provides insight into key technological market dynamics in the Middle East wealth management technology sector. It quantifies technology spending within the wealth management industry...
  • Wealth Management Technology Spending in South Africa to 2014

    Datamonitor, Nov 2010 , Pages: 61
    This Databook provides insight into key technological market dynamics in the South African wealth management technology sector. It quantifies technology spending within the wealth management industry...
  • Wealth Management Technology Spending in South Korea to 2014

    Datamonitor, Nov 2010 , Pages: 59
    This Databook provides insight into key technological market dynamics in the South Korean wealth management technology sector. It quantifies technology spending within the wealth management industry...
  • HNWI in Indian Wealth Management Industry - Trends, Analysis and Forecast (2010-2015)

    Markets and Markets, Nov 2010 , Pages: 67
    India has registered tremendous growth in terms of the population of HNWIs and their wealth, especially after the recent economic crisis; wealth management firms are now targeting this highly untapped...
  • Wealth Management Industry in U.S. - Changing Trends, Opportunities, & Strategies

    Markets and Markets, Aug 2010 , Pages: 84
    The recent economic crisis significantly decreased client trust in wealth management firms, resulting in a shift toward personalized services and safer products such as fixed income securities However,...
  • Family Wealth Report

    Clearview Financial Media, Jul 2010
    Family Wealth Report will get you ahead in the wealth-management business - and make sure you stay there Many of the leading organisations in the US and beyond already benefit from the daily coverage...
  • Wealth Management Technology Spending Through 2014: Business Function Segmentation (Interactive Model)

    Datamonitor, Jun 2010
    This wealth management technology spending forecast model provides a current and comprehensive assessment of revenue opportunities for technology providers across a range of geographies and activities Key...
  • Wealth Management Technology Spending Through 2014: Source Segmentation (Interactive Model)

    Datamonitor, Jun 2010
    This wealth management technology spending forecast model provides a current and comprehensive assessment of revenue opportunities for technology providers across a range of geographies and activities Key...
  • How Russia's Entrepreneurs Deal with Succession and Wealth Management

    Campden Publishing, May 2010
    A new report released today by UBS and Campden Research reveals exclusive, in-depth insights into the views of Russia's leading entrepreneurs about the critical issues that they, their businesses and...
  • High Net Worth Customers in France 2010

    Datamonitor, May 2010 , Pages: 23
    Introduction The customer needs and competitive dynamics within the wealth management market are dramatically different today than they were pre-crisis. To succeed in this new world, private banks...
  • High Net Worth Customers in the Nordic region 2010

    Datamonitor, May 2010 , Pages: 23
    Introduction The customer needs and competitive dynamics within the wealth management market are dramatically different today than they were pre-crisis. To succeed in this new world, private banks...
  • High Net Worth Customers in Switzerland 2010

    Datamonitor, May 2010 , Pages: 23
    Introduction The customer needs and competitive dynamics within the wealth management market are dramatically different today than they were pre-crisis. To succeed in this new world, private banks...
  • Asia Pacific Wealth Markets Database 2010

    Datamonitor, Mar 2010
    This database quantifies the number of wealthy individuals across thirteen countries (Australia, China, Hong Kong, India, Indonesia, Japan, Malaysia, New Zealand, Pakistan, Philippines, Singapore, Taiwan...
  • Western European Wealth Markets Database 2010

    Datamonitor, Mar 2010
    This database quantifies the number of wealthy individuals across sixteen countries (Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Netherlands, Norway, Portugal, Spain,...
  • The Wealth Management Market in the Arab Gulf: Bahrain, Qatar, & The United Arab Emirates

    Highworth Research Ltd, Mar 2010 , Pages: 160
    This new report from Highworth Research analyses the wealth management market in three affluent Arab Gulf states, and profiles over 200 banks in Arab countries offering wealth management services The...
  • 2009 Top Wealth Management Information Technology Outsourcing Vendors, Black Book Survey 2009 Results

    Black Book Rankings, Jan 2010 , Pages: 39
    In 2009, the Black Book wealth management, asset management and financial markets industry ITO user survey investigated over 300 contracts held by more than 700 ITO users. In order to rank the organizations,...
  • Wealth Management Competitor Tracker 2009

    Datamonitor, Nov 2009 , Pages: 18
    This monthly tracker covers product innovation, customer targeting, M&A, partnerships, organic growth, and staffing activity globally in the wealth management space. Scope Highlights of this title Key...
  • Trends that will Shake Up the Wealth Management Industry in 2010

    Datamonitor, Nov 2009 , Pages: 30
    An understanding of possible future movements is vitally important for wealth managers in the current turbulent environment. This report draws on the predictive skills of Datamonitor’s wealth management...
  • Wealth Management in Hong Kong 2009

    Datamonitor, Nov 2009 , Pages: 45
    The global economic crisis has had a major effect on Hong Kong's onshore wealthy population, potentially causing them to lose faith in their wealth managers. To keep clients, wealth managers need to...
  • Wealth Profile - UK 2009

    Ledbury Research, Nov 2009 , Pages: 35
    Ledbury Research are the specialists in high net worth and luxury market research As a result of their primary and secondary research across the world, they have compiled a series of reports based on...
  • Wealth Profile - UAE 2009

    Ledbury Research, Nov 2009 , Pages: 35
    Wealth Profiles are produced as part of our suite of research publications, they are data-driven reports about the wealthy in different geographies and industries and are available for 15 countries...
  • Wealth Profile - Switzerland 2009

    Ledbury Research, Nov 2009 , Pages: 35
    Wealth Profiles are produced as part of our suite of research publications, they are data-driven reports about the wealthy in different geographies and industries and are available for 15 countries...
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