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Wealth Management in the Nordic Region 2008
Datamonitor, Sep 2008, Pages: 62
This report focuses on the onshore liquid wealth of affluent individuals in Denmark, Finland, Norway and Sweden, and the liquid assets they hold, sizing, segmenting and forecasting the affluent population across 10 liquid asset bands. It also presents detailed HNW demographic and decision trigger analysis, and strategies to drive revenue growth based on 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 in Denmark, Finland, Norwy and Sweden
- 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
The Nordic HNW client is 50 years old, made his wealth through entrepreneurship or employment earnings, invests heavily in equities, but also maintains significant fixed income and cash holdings. He is also increasingly interested in alternative investments.
Growth in the Nordic regions wealth is attributed, in part, to growth in personal disposable income as well as solid returns on equity and fixed income investments. Nevertheless, increasing levels of personal debt are likely to temper growth in liquid assets of Nordic investors over the next few years.
Nordic wealth managers have a medium-term customer base, although three quarters of players are forced to share their customer base with at least one other bank. They are intent on boosting their revenue by primarily focusing on improving investment performance, but augmentation of their product and service ranges is also an important strategy.
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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