|
|
 |
|
Viewing report
|
|
|
|
The Global Wealth Management Industry Volumes 1-3
Highworth Research Ltd
The International Wealth Management Industry Database provides authoritative information on private banks, and family offices, both comprising the key segments in the international wealth management industry, currently the fastest growth sector in financial services with a global market size in excess of $97 trillion measured in terms of private wealth for potential management.
Comprehensive coverage
Over 2800 private banks are profiled in The Global Wealth Management Industry, covering almost the entirety of the private banking industry internationally. Additionally over 1000 multi-family and single-family offices, representing in excess of 70% of the estimated assets under management of the family office sector, are also profiled. Each institution is identified from the largest multinational wealth management corporations through to small private banks in offshore tax havens, and from the wealth management divisions of large retail banks through to discreetly run private investment offices serving ultra high net worth families.
The overall coverage includes:
-National wealth management institutions
-Foreign owned wealth management institutions
-Wealth management divisions of retail banks
-Wealth management divisions of investment banks
-Onshore and offshore private banks
-Single and multi-family offices
Research method
The research was conducted by a multilingual team of analysts. Coverage of the industry is international, with foreign language data translated into English where required. Data is presented in a standardised structure to facilitate comparison and benchmarking between institutions. Financial reporting is usually in the native currency. All data has been submitted to the institutions concerned for verification.
Valuable data
The data provided includes the identification of the institution and its contact details, parent company, subsidiaries, major additional offices, profile of its wealth management business, staff numbers, management names and job titles, wealth management services offered, number of clients, minimum net worth required for mass affluent , high net worth, and ultra high net worth clients, fees levied, summary financial accounts for past two years, value of assets under management, and regulatory authority. (Information may vary between institutions depending on the level of disclosure provided.)
Indexes classify wealth managers: By type of wealth management institution; by country; by type of service provided; by executive/employer affiliation.
Product samples
Sample Profiles for the Wealth Management Industry EMEA
Customers who bought this item also bought
The Global Wealth Management Industry Volumes 1-3
The Wealth Management Industry: the Americas
The Wealth Management Industry: Asia Pacific
The Wealth Management Industry: Europe, Middle East & Africa
New Family Office: Strategies for Consulting to the Affluent
Corporate Finance For Family Businesses - A Guide For UK Family Managed Companies
MEED Asset Management Report 2006
European High Net Worth Customers 2001
|
|
|
|
