|
|
 |
|
Viewing report
|
|
|
|
Wealth Management in China 2009
Datamonitor, Sep 2009, Pages: 42
The global economic crisis has had a major effect on China's onshore wealthy population, potentially causing them to lose faith in their wealth managers. To keep clients, wealth managers need to know what this lucrative customer wants from them, in terms of products, services and interaction.
Scope
- HNW demographic and attitudinal attributes based on our Wealth Management Market Leaders Survey 2009
- Extensive primary research from 17 wealth management companies highlights their strategies for revenue growth, acquiring and keeping clients
Highlights of this title
Chinese HNWs are displaying defensive behavior in the face of the economic instability, and have lifted their proportion of assets held in cash and near cash from 13% in 2008 to 25% in 2009. Despite this, HNW individuals are expected to increase their exposure to stocks over the next two years.
Clients in China have less financial product knowledge compared to their Asia Pacific counterparts, which presents an opportunity for wealth managers to add some real value to their offering by providing educational services for clients.
Clients in China have less financial product knowledge compared to their Asia Pacific counterparts, which presents an opportunity for wealth managers to add some real value to their offering by providing educational services for clients.
Key reasons to purchase this title
- Understand the HNW populations investments by sector and geography, appetite for risk, and reasons for choosing/leaving their wealth service
- Assess the threats and opportunities for wealth managers by understanding how peers are planning to grow revenues, acquire and keep clients
Customers who bought this item also bought
Wealth Management in Italy 2009
Wealth Management in the Nordic Region 2008
Wealth Management in the Belgo-Dutch region, 2008
Wealth Management in the Belgo-Dutch region 2009
Wealth Management in China 2007
Infrastructure Funds: A Primer for Wealth Managers
Wealth Management in the Baltics 2009
Wealth Management in Italy 2008
Product and service needs of wealth management clients
Global Wealth Predictions 2008
Wealth Management in Asia
Wealth Management in the United States
|
|
|
|
