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Wealth Management in Spain 2008
Datamonitor, Sep 2008, Pages: 59
This report focuses on the onshore liquid wealth of Mass Affluent and High Net Worth customers. It sizes, segments and forecasts the number of affluent individuals and the liquid assets they hold. It investigates the competitive landscape in terms of players and products and services and presents the results of a large scale survey of the main players.
Scope
- HNW demographic and attitudinal attributes based on our Wealth Management Market Leaders Survey 2008
- Sizes, segments and forecasts the number of affluent invididuals across 10 liquid asset bands from EUR50k
- Extensive primary research from 20 wealth management companies highlights thier strategies for revenue growth, acquiring and keeping clients
- Aggregated data covers onshore liquid assets including cash and deposits, mutual funds, direct investment in equities and direct investment in bonds.
Highlights of this title
Over the next two years, wealthy Spanish investors will increasingly favor alternative investments, to the detriment of the safe havens of fixed income and cash/deposits. Equity will continue to account for the single highest percentage of their portfolios but the take-up of ex-property alternative investments, in particular, will accelerate.
Wealth managers operating in Spain enjoy fairly long-term relationships with their clients, with more than half confirming average client relationships of more than 10 years duration. This is in keeping with Spanish HNWs above-average loyalty. A growing tendency to change wealth managers may alter this statistic in the future, however.
Among Spanish wealth managers, the most cited strategy for client retention is providing lending as well as asset management services (cited by 55%). This may link directly to the fact that 40% of Spanish HNW wealth is attributed to business or entrepreneurship.
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 market attractiveness by reviewing size and growth forecasts for the potential wealthy client base through 2012
- Assess the threats and opportunities for wealth managers by understanding how peers are planning to grow revenues, acquire and keep clients
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