Market Research Industry Reports

Global Wealth Management: Competitive Dynamics


Global Wealth Management: Competitive Dynamics


"Global Wealth Management: Competitive Dynamics", report benchmarks the world’s leading wealth managers by managed client assets and financial performance. It covers the 34 most prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups. All international wealth managers with over $100bn in private client AUM are featured in the report.

At the end of 2016, client assets managed by the world’s top private wealth managers had grown by 6.1% to a record $10.2tn. While a welcome return to growth after 2015’s lackluster performance, the growth was fueled more by higher asset prices and the general appreciation of HNW assets rather than strong net new money. The leading wealth managers are still struggling to grow market share, highlighting the enduring competition from smaller boutiques and family offices.

Specifically the report -
- Ranks the competitors by private clients’ AUM.
- Looks at client assets booked in other than pure wealth management services, including brokerage.
- Analyzes historical growth, as well as perspectives for further development of AUM, both in terms of current asset base expansion and attracting new money.
- Compares the profitability of the covered competitors, examining sources of revenue and the largest components of the cost base.
- Examines how wealth management units folded into larger organizations contribute to the wider business of the competitor in question.


- Private wealth managers are continuing to face difficulties in growing net inflows, highlighting the competition from smaller players in the market.
- Higher costs are resulting in higher assets under management (AUM) thresholds at the private wealth management arms of most competitors, constraining the size of the potential client base but helping maintain margins.
- Many top wealth managers have been prioritizing margins and profits, resulting in de-risking as fines and legal settlements remain one of the major costs incurred by the industry.

Reasons to buy

- Benchmark your AUM and financial performance against the biggest players in the industry.
- Understand the challenges in growing client assets in different geographies.
- Learn about your competitors’ strategies related to expanding client books.
- Find out how profitable the wealth management business is.
- Identify the industry’s best practices in managing operating costs and boosting revenues.
- Discover how wealth managers’ M&A activity affects their financial performance.

.. AUM growth has revived, driven by higher HNW assets around the world
.. Key findings
.3. Critical success factors
.. Growth in Super league assets accelerated in 06, riding a market expansion 6
... The top wealth managers lost market share in 06, but saw an uptick in growth 6
.. Swiss and US banks continue to dominate the ranks of the top five wealth managers by AUM 7
... The stable top five accounted for almost $5.0tn in client assets 7
.3. The biggest movers among the top wealth managers were mostly growing 0
.3.. The few big contractions were the result of disposals by HSBC and Deutsche Bank 0
.3.. OCBC acquires yet another European competitor’s Asian private bank
.3.3. DBS has picked up the bulk of ANZ’s Asian assets, adding to its regional network 3
.3.4. EFG’s acquisition of the distressed BSI has created a potentially strong new pure-play Swiss private wealth brand 3
.3.5. RBC’s acquisition of City National has cemented its place as a major player in the US 5
.3.6. Swiss and Asian banks fared the best in 06, as the US cooled and Europe struggled 6
.4. The wealth business has not been reshaped significantly…yet 8
.4.. Leading wealth managers are still primarily operating in the HNW space 8
.4.. Citigold and HSBC Premier boast two of the most established mass affluent investor propositions 0
.4.3. Up-and-coming Asian wealth managers are alive to the mass affluent potential
.4.4. Many leading wealth managers are strategically investing in fintechs, with robo-advisors shaping up to be a key battleground
.5. Top AUA rankings are primarily a North American affair 4
.5.. The importance of the independent financial advisory networks in the US has resulted in their dominance of the AUA rankings 4
.5.. Assets under administration rebounded in 06 after a weak 05, reflecting a strong close to the equity markets 5
.6. Net new money to the wealth management elite continued to decline in 06 6
.6.. More than half of the top wealth managers saw a decline in inflows 6
.6.. Over half of the net inflows tracked were from UBS and Morgan Stanley alone 7
.6.3. The CRS will see a shift of inflows from international divisions to domestic operations 9
3.. Group performance was ok, wealth performance was better 3
3... Once again wealth divisional profits are holding up better than group 3
3... Most wealth management divisions reported profits in 06 33
3.. The cost-to-revenue ratio declined dramatically in 06 but there is little expectation that this can hold 34
3... Improving ratios suggest only modest gains in efficiency at the world’s leading wealth managers 34
3... Divestment and litigation were key drivers of improving cost ratios 36
4.. Abbreviations and acronyms 38
4.. Supplementary data 38
4.3. Methodology 39
4.3.. Wealth manager competitor data collection 39
4.3.. Exchange rates 39
4.4. Bibliography 40
4.5. Further reading 40

List Of Tables

List of Tables
Table 1: Top wealth managers’ published private clients AUM ($bn), 2015-16 17
Table 2: Private wealth management unit standard minimum thresholds, 2016 19
Table 3: Robo-advisor offerings among selected wealth managers, November 2017 23
Table 4: Top global wealth managers’ AUA ($bn), 2015-16 25
Table 5: Super League wealth managers’ net new money ($bn), 2010-16 29
Table 6: Retail wealth management client asses of selected competitors, 2014-16 ($bn) 38
Table 7: US dollar exchange rates used in Global Wealth Management: Competitive Dynamics 39

2018 Global Cancer Diagnostics Market Analysis: Emerging Opportunities in the USA, Europe, Japan--Supplier Shares and Strategies, Latest Tumor Markers, Volume and Sales Segment Forecasts, Technology and Instrumentation

Complete report $34,750.  DataPack (test volumes, sales forecasts, supplier shares) $21,100.VPGMarketResearch.coms new report is a study of the major business opportunities emerging in the global cancer diagnostics market during the

USD 34750View Report

2018 Global Molecular Blood Typing, Grouping and Infectious Disease NAT Screening Market: Emerging Opportunities in the US, Europe, Japan--Supplier Shares and Strategies, Volume and Sales Segment Forecasts, Technology and Instrumentation Review

Complete report $35,500.  DataPack (test volumes, sales forecasts, supplier shares) $19,500.The report is available by geographic region, country, market segment, test category, section, and individual assay (see links below).This comprehensive

USD 35500View Report

UBS Global Wealth Management (UBSN) : Company Profile and SWOT Analysis

SynopsisTimetrics UBS Global Wealth Management (UBSN) : Company Profile and SWOT Analysis contains in depth information and data about the company and its operations. The profile contains a company overview,

USD 125View Report

2018: Trends to Watch in Global Wealth Management

2018: Trends to Watch in Global Wealth Management 2018: Trends to Watch in Global Wealth Management , informs wealth managers and their strategy teams of the key developments emerging across the industry

USD 3900View Report

Fill The Form For Sample Request
Full Name :*
Bussiness Email: *
Email: *
Country :*
Contact No.*
Alternate No.
Note.:*Kindly provide us with your company id and get the sample reports at the earliest.
There is no Reviews available

Delivery Details

PDF FORMAT REPORTS will be delivered by email within 12 to 24 hours after placing the order (Mon-Fri IST)


  • PDF    USD 0
  • Site Licence    USD 0
  • Enterprise Wide Licence    USD 15750
$ 0

Reports Details

Published Date : Dec 2017
No. of Pages :42
Country :Global
Category :Financial Services
Publisher :GlobalData
Report Delivery By :Email
Report Delivery Time :12 to 24 hours after placing the order.

Customized Research

If you do not find this specific report suitable to your exact needs then you can also opt for customized research report that will befit all your expectation. To specify your requirements CLICK HERE

istanbul escort istanbul escort istanbul escort izmit escort eskisehir escort samsun escort bursa escort ankara escort konya escort adana escort gaziantep escort kayseri escort izmir escort hatay escort

We Accept

  • fb
  • twitter
  • pinterest
  • linckedin
  • rss
  • youtube
kartal escort manavgat side escort konya escort tuzla escort maltepe escort maltepe escort porno tuzla escort side manavgat escort