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Targeting Entrepreneurs in Wealth Management 2008: Western Europe and Asia-Pacific
Datamonitor, May 2008, Pages: 41
Introduction
In recent years, entrepreneurs have come to be seen as a key client segment for wealth managers, offering significant scope for future growth. This report explores some of the fundamental characteristics of entrepreneurs and business owners and considers how these clients’ requirements are dictating the development of the wealth management proposition.
Scope
Presents a profile of business owners and entrepreneurs, based on Datamonitor surveys in Europe and Asia Pacific; Assesses wealth managers strategies for targeting the business owner / entrepreneur market. Sizes and forecasts the business owner / entrepreneur market in selected countries.
Highlights
Entrepreneurs are an attractive group for several reasons. The combination of personal and business concerns means that their financial needs are varied, encompassing portfolio management, estate planning, corporate finance and international services. This offers strong business potential for wealth managers. Increasingly, wealth management services for entrepreneurs are more likely to resemble institutional or corporate banking services. Private bankers recognise that entrepreneurs, particularly those in the wealth creation phase of their business life cycle, have limited liquidity and are most interested in strategies for growing their business. In particular, business owners and entrepreneurs favor private equity and property investments. More than half of European and Asia-Pacific wealth managers said that their clients exhibited strong demand for these asset classes.
Reasons to Purchase
Develop your business owner / entrepreneur proposition based on insight into clients characteristics and needs; Identify the products and services that are most in demand among business owners and entrepreneurs; Compare your competitors strategies for targeting this core segment.
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