2020 Foresight Report : No Magic Bullet – Wealth Management Models

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Introduction to Report
 Number of Pages: 79
 Geography Coverage: Global
 Available Format: PDF
Price For Single User License: USD 3,800
Price For Site License: USD 7,600
Price For Global User License: USD 11,400
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About the Report
Wealth management is one of the most promising
segments of the global financial services sector
due to the emerging markets in Asia and Latin
America. However, downside risks have
intensified due to financial crises, volatility in
capital markets, the movement of capital to
relatively safe assets and regions, and increased
regulatory pressures and norms.
Competitors specialize in various business
models in order to cater to the diverse needs of
high net worth individual (HNWI) clients. The
segment’s participants differ in terms of
size, corporate structure and clients. Such levels
of diversification indicate that the wealth
management segment can sustain a variety of
profitable business models.

Research Findings
 Wealth management models are not mutually exclusive.
One by-product of financial integration means that wealth
management firms with a banking background, often have
both broking and investment management arms.
Similarly, many broking firms have diversified into
investment management and other activities to generate
more reliable and higher-quality revenue streams.

Key Figures
 The wealth management segment emerged as significant
to the financial sector in the late 1980s. Due to an increase
in demand, the segment was equipped with a network of
investment advisors.
Global wealth management growth declined dramatically
during 2009−2012 due to the US economic crisis, combined
with the Eurozone debt crisis in 2011, resulted in high
market volatility and minimal growth that swept away
investor assets and deterred them from investing in stocks
and bonds.
The Asia-Pacific’s HNWIs population recorded significant
growth during 2008−2012 at a CAGR of 11.27%, increasing
from 2.4 million people in 2008 to 3.7 million people in
2012.
Japan was the largest HNWI consumer market and
accounted for 52.3% of the region’s total HNWI population.
China is the second-largest market followed by Australia
with respective shares of 17% and 5.1%.

Key Figures
 During the forecast period, the number of HNWI
customers in this region is forecast to increase from 3.9
million people in 2013 to 5.1 million people in 2017, at a
CAGR of 6.87%.
 In terms of HNWI wealth, the Latin American region
recorded an impressive CAGR of 9.82% during the review
period. The HNWI wealth of this region increased from
US$19.7 trillion in 2008 to US$28.7 trillion in 2012. Over the
forecast period, the value of HNWI wealth in this region is
forecast to increase from US$30.1 trillion in 2013 to
US$35.1 trillion in 2017, at a CAGR of 3.93%.
 Australia adopted the highest market penetration rate at
6% with a total of 2,585 UHNWIs and 155 wealth
management institutions followed by Poland which grew at
a penetration rate of 3.1%. Poland comprises of a total of
15 wealth management institutions providing services to
487 UHNWIs.

Target Audience
 Wealth management companies
 Contractor research organizations.
 Academia or other industry observers
 Marketing and advertising agencies

Reason to Buy
1. Gain an insight into the different types of wealth
management business models within the market.
2. Understand the best practices framework adopted by
the wealth management segment.
3. Gain an upper hand on your competitors by reviewing
a set of wealth management models including
information on the competitive landscape and
industry dynamics.
4. Obtain an understanding of the sizing of the world
markets
For more details regarding Report coverage see the last slide

Company Coverage (Partial List)
For more details regarding company coverage and TOC see the last slide

Related Research Reports:
 2020 Foresight Report: Social Media in Wealth
Management
2020 Foresight Report: Branding and Segmentation in
Wealth Management
2020 Foresight Report: Post Office Financial Services
2020 Foresight: Bancassurance
2020 Foresight Report: Reinsurance Hubs

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foresight-report-no-magic-bullet-wealth-management-
models
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2020 Foresight Report : No Magic Bullet – Wealth Management Models

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2020 Foresight Report : No Magic Bullet – Wealth Management Models