Wealth Management in Spain 2011


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Clients lost a lot in the recession: returns, risk tolerance and confidence. Now in a rebuilding phase, wealth managers that understand their clients' demands and motivations are in the best position to profit. Datamonitor's analysis provides the data and insight to monitor competitors' strategies, size their potential customer base, and understand their needs.

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Wealth Management in Spain 2011

  1. 1. Wealth Management in Spain 2011 Phone: +44 20 8123 2220 Fax: +44 207 900 3970 office@marketpublishers.com http://marketpublishers.com
  2. 2. Phone: +44 20 8123 2220 http://marketpublishers.comWealth Management in Spain 2011DatamonitorDate: Jun, 2011Pages: 87Price: US$ 4,495.00ID: W31243C1BDEENIntroductionClients lost a lot in the recession: returns, risk tolerance and confidence. Now in a rebuilding phase, wealthmanagers that understand their clients demands and motivations are in the best position to profit.Datamonitors analysis provides the data and insight to monitor competitors strategies, size their potentialcustomer base, and understand their needs.Features and benefits Build your customer targeting strategy using in-depth HNW demographics and needs analysis based on Datamonitors annual Global Wealth Manager Survey. Assess your competition through detailed profiles of notable players, including the customer targeting, marketing and product strategies they employ. Size your potential client base using Datamonitors proprietary data, presenting the number of affluent individuals by liquid asset band to 2014.HighlightsA new Royal Decree was passed in Spain on February 18, 2011 to reinforce the banking sector. The lawhas been designed to further strengthen the solvency of Spanish banks. Other legislation includes theabolition of Spanish wealth tax and the creation of a distinction between financial advisors and financialproduct vendors.According to Datamonitors Global Wealth Managers Survey 2011, mortgages are currently in the highestdemand from Spanish HNW individuals. Over the next two years demand for all credit products willincrease, and wealth managers should be ready to benefit from opportunities to strengthen their share ofthe HNW market.Savings banks amalgamations that include private banking subsidiaries may have broad implications forwealth managers; these will include operational changes such as increased national networks as a result ofmerged regional players, and rebranding exercises which may prove either beneficial or detrimental to theprivate banks involved.Your key questions answered What strategies are my competition employing to win and keep affluent clients? Which products and services will affluent clients in Spain want in the next two years? How is the Spanish wealth management structured? What role do banks and asset managers play? How many potential clients in Spain have onshore liquid assets that would allow me to run a very profitable business? Who are the main regulators in Spain and which legislation has impacted wealth managers?Wealth Management in Spain 2011 2
  3. 3. Phone: +44 20 8123 2220 http://marketpublishers.com I would like to order: Product name: Wealth Management in Spain 2011 Product link: http://marketpublishers.com/r/W31243C1BDEEN.html Product ID: W31243C1BDEEN Price: US$ 4,495.00 (Single User License / Electronic Delivery) If you want to order Corporate License or Hard Copy, please, contact our Customer Service: office@marketpublishers.com Payment To pay by Credit Card (Visa, MasterCard, American Express, PayPal), please, click BUY NOW button on product page http://marketpublishers.com/r/W31243C1BDEEN.html To pay by Wire Transfer, please, fill in your contact details in the form below: First name: Last name: E-mail: Company: Address: City: Zip/Post Code: Country: Tel: Fax: Your message: * All fields are required Customer Signature _______________________________________ Please, note that by ordering from MarketPublisher.com you are agreeing to our Terms & Conditions at http://marketpublishers.com/docs/terms_conditions.html To place an order via fax simply print this form, fill in the information below and fax the completed form to +44 20 7900 3970Powered by TCPDF (www.tcpdf.org)