|
|
 |
|
Viewing report
|
|
|
|
Wealth Management in the US 2010
Datamonitor, Dec 2010, Pages: 70
Wealth Management in the US is a complete guide to the HNW market in the USA. The report provides detailed market sizing of the onshore affluent population, before moving onto examine the characteristics and needs of the US HNW investor. It concludes by examining the competitive landscape, with a focus on key strategies for success, which are accompanied by in-depth case studies.
Scope of the report:
- Utilizes The Global Wealth Model to size, segment and forecast the number of onshore affluent individuals across 10 asset bands, 2005-2014.
- Utilizes The Global Wealth Model to size, segment and forecast the value of onshore liquid assets held by affluents, 2005-2014.
- Identifies key investor trends, including the rising importance of technological communications, particularly for the younger wealthy.
- Four competitor profiles explore how these 'best in class' wealth managers are demonstrating innovative approaches to key strategies.
Highlights:
Millionaires in the US lost $1.2 trillion in the value of their onshore liquid assets between 2007 and 2009. Poor economic performance has also resulted in a loss of over 4.5 million US affluent individuals.
High net worth investors in the US are cautious and using a blend of self-directed and advisory services. Wealth managers are making strong efforts to integrate online offerings into their total wealth management service.
Five key strategies for success in today's market are identified and discussed: marketing, brand image and reputation; improve online functionality; target the retiring generation as well as 'life events' to maximise opportunities; and work with wealthy families to retain inter-generational transfers.
Key questions answered:
- How big is my addressable market in the US?
- What are the main business models operating in the US?
- Who are the key competitors in the US wealth management space?
- What are the best strategies for wealth managers to be adopting to meet investor needs?
|
|
|
|
