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The UK Wealth Management And Private Banking Market Outlook: Optimising Customer Value In A Demanding Marketplace
Business Insights, April 2004, Pages: 130
This report examines the key issues currently facing wealth managers including cross-border expansion, multi-manager investment structures, lifestyle services and alternative investments, to help formulate effective expansion and diversification strategies for the future
The contraction of European, U.S. and offshore wealth management markets has forced wealth managers to look elsewhere in order to restore flagging revenues. Recently the market has been characterized by expansion into unconventional, underdeveloped and potentially promising markets and regions, but how can the risks be managed? The UK Wealth Management and Private Banking Market Outlook: optimising customer value in a demanding marketplace is a management report that analyses the current wealth market. It provides a comprehensive overview of onshore liquid wealth of affluent customers in the UK, France, Germany, Italy, Spain and the Nordic region.
Key benefits from reading this new management report
- Identify the most attractive European affluent markets in terms of size, composition and growth
- Develop effective cross-border growth strategies by learning from your competitors’ mistakes
- Reduce volatility in your revenue through effective investment in property and hedge funds
- Increase profits by exploiting the growing retired assets market
- Evaluate the suitability and profitability of a lifestyle services offering
Examining the Key Issues
The UK Wealth Management and Private Banking Market Outlook: optimising customer value in a demanding marketplace is based upon primary research with 140 wealth managers the results of which explain:
- The level of affluent individuals and growth in liquid assets across each of the major European countries to help you target the largest and most promising markets.
- How to develop a successful cross-border growth strategy. Organic growth is the most popular in Europe, but could acquisition or joint ventures be better suited to your business model?
- The strategic options for the delivery of lifestyle services. Use our independent analysis of the merits and drawbacks to make an informed decision as to whether to offer such services
- The affect of the European Pensions Directive, use detailed analysis of the UK to predict pension developments across Europe.
- New routes to diversify portfolios, property and hedge funds the benefits and how to circumvent regulatory constraints.
The Answers to Your Questions
- What are the key European trends in selling financial services to affluent customers, in terms of services, products and competition?
- Where in Europe are Independent Financial Advisors a leading competitor and in which countries are they rapidly growing? How will depolarization and changes to tax laws affect their status?
- What is the penetration of hedge funds into European wealthy clients portfolios? What motivates investment in this asset class, what is the main barrier to growth and how can you overcome it?
- How large is the mass affluent market in terms of numbers and monetary value, and how does this compare to the high net worth market? Which UK regions offer the most attractive customer base now and in the future?
- Multi-Manager investment is growing, what is driving this growth? Why do industry experts see this as an efficient route to alternative investments? What are their benefits to the customer and the wealth manager, are their any drawbacks?
Key findings from this report
This report provides a closer look at the distinctive features of the European wealth management market. Learn more about these key findings:
- Differing UBS, Dresdner and Barclays organic growth strategies succeeded, whilst the mergers and acquisitions of Deutsche Bank and Merrill Lynch fared less well.
- The vast majority of wealth managers are discrete in terms of lifestyle services, choosing not to market them as a separate offering.
- UK wealth managers thresholds levels for affluent advisory portfolios are 46% higher than those for discretionary portfolios, how do these compare to High Net Worth portfolios and what pricing structures dominate the industry?
- Research has shown weak correlation between property funds and equity in the UK, residential house prices rose by a CAGR of 11.9% between 1997 and 2002 making UK property an efficient means by which to diversify portfolios.
The Value Proposition
Benefit from 130 pages of expert insight and analysis, enabling you to:
- Identify the most effective growth strategies in terms of expansion into new asset classes, new or emerging international markets and new target customers.
- Predict the effect of changing demographics, use the experience of the evolved and mature UK market to develop new pension products and exploit the expected increase in demand.
- Target the most lucrative markets based on performance statistics for each market.
- Improve customer satisfaction and retention through provision of lifestyle services and a more diverse range of asset classes.
- Develop more effective planning based on expert opinion from specialist wealth managers, case studies and forecasts to 2010.
Our portfolio of financial services management reports are designed to help you make well informed, timely business decisions. We understand the problems facing today’s financial services executives when trying to drive your business forward, and appreciate the importance of accurate, up-to-date, incisive product, market and company analysis. We help you to crystallize your business decisions. The strength of our financial services research and analysis is derived from access to unparalleled databases and libraries of information and the use of proprietary analytic techniques. Our reports are authored by independent experts and contain findings garnered from dedicated primary research. Our authors’ leading positions secure them access to interview key executives and to establish which issues will be of greatest strategic significance for the industry.
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