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The International Wealth Management Industry Database Volumes 1-3
Highworth Research Ltd
The International Wealth Management Industry Database provides authoritative data on virtually all the world’s private banks and many family offices. Frequent updates to the master database and clear search functions allow all those wishing to monitor this fast growth industry to have the essential facts at their fingertips.
The database is global in coverage and includes 2200 institutions with updates being added every week.
Types of Wealth Management Companies on the Database
1. Private banks
2. Private banks with family offices
3. Wealth management divisions of retail and investment banks
4. Single & multi-family offices
5. Larger private client asset management companies
Data Provided
- Identification of the institution and contact details
- Parent company, subsidiaries, and major additional offices
- Profile of its wealth management business
- Directors and senior management names and job titles
- Numbers of HNW clients (where disclosed)
- Wealth management services offered in asset protection, banking, and investment strategies
- Minimum net worth required by HNW and Ultra HNW clients
- Total assets, profits, and assets under management (Information may vary between institutions depending on the level of disclosure.)
Wealth management companies investment strategies disclosed
Almost all the profiles include indicators for investment appetite as follows: bonds, fixed income funds, capital protection products, derivatives, structured products, equities, commodities, real estate, private equity, shariah compliant investment products.
Choose from online or print media
Access to the database can be either via printed volumes or online. The benefit of the online access option is that in addition to flexible search, selection and reporting functions, there are also frequent updates and regular additions of more institutions to the database.
Build customised reports with easy to use search functionality
The online version of the database can be searched for either wealth management institutions or management according to highly flexible criteria, and multiple combinations of criteria, including:
- Company by name
- Companies by country, or countries
- Companies by business classification – private banks; private banks with family office; family office; other wealth manager
- Companies by investment strategies/appetites, by business classification, and by country/countries (e.g. all private banks offering private equity strategy to clients in the UK, Switzerland and Luxembourg)
- Director or manager by name
- Directors/managers by job classification (e.g. Investment directors), and by business classification, and by country or countries.
- Directors/managers by job classification, by business classification, by country, by investment strategies offered, or asset protection services, or type of banking services.
- Since additional institutions, and updates, are added to the database regularly, users can also search for and receive reports on all selected institutions added to the database since a date of the user’s choice.
Data download to Excel
The Wealth Management Industry Database is available online via a user name and password in two alternative versions depending on users’ needs:
1. Standard online version: available for a year’s licence with frequent data updates as well as additions to the database as new institutions enter the wealth management market. Full search functionality as listed above but no download capability.
2. Premium online version:
Available for a year’s licence with frequent data updates as well as additions to the database as new institutions enter the market. Full search functionality plus Excel or CSV export for the search results. Please contact us for pricing details.
Printed volumes
Each region of the database – Europe, Middle East, Africa, or The Americas, or Asia Pacific, is available in a handsomely bound, fully indexed volume.
Please note the price quoted on our website relates to the Premium Online version. For details of pricing for the standard online version, please contact our customer service team via the 'Contact Us' section on our website.
Product samples
A sample for this product is available. Please Login/Register to download this sample.
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