Showing posts with label Wealth Management Industry. Show all posts
Showing posts with label Wealth Management Industry. Show all posts

HNWI in Singapore Wealth Management Industry (2010-2015) now available at ReportsnReports

Dallas, TX: ReportsnReports announce it will carry HNWI in Singapore Wealth Management Industry – Trends, Analysis and Forecast (2010-2015) Market Research Report in its Store.

HNWIs population and wealth is growing at a very fast rate when compared to the global and Asia-pacific average. The wealth of HNWIs in Singapore is growing at 35.6%, whereas wealth of HNWIs is growing at 17.1% globally and 25.8% in APAC. The population of HNWIs is growing at 35.6% in Singapore, whereas it is growing at 18.9% globally and 30% in APAC. The growing wealth and population of HNWIs in Singapore provides a huge opportunity for wealth management companies. It is imperative for wealth management companies to know the changing needs and behavior of HNWIs in order to increase their profitability and customer base.

Original Source: Wealth Management Industry
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HNWIs in Singapore are demanding frequent personal interactions with their wealth managers. They want their managers to possess better product knowledge, be open to new ideas, and personally interact with them on a regular basis. They want them to understand their needs and the risk associated with a particular investment product. One of the major reasons why HNWIs change their wealth managers is their failure to understand the needs of clients.

The growing population of HNWIs in Singapore is providing a huge opportunity for wealth management firms to increase their revenues and customer base. The main purpose of this report is to study the changing needs and behavior of HNWIs in Singapore. It also aims to study their investing patterns and the factors, which will drive HNWIs wealth and the challenges faced by wealth management firms.


Scope of the report

Market Overview

This section discusses the market size and segmentation of the wealth management industry as a whole, and segmentation of the wealth of HNWIs in Singapore based on the way they have accumulated it, and the different asset classes and geographies in which they invest it.

Market Dynamics

This section discusses the trends related to changes in the needs and demands of HNWIs in Singapore as well as the factors that are driving wealth creation in the country. It also discusses the investments made by HNWIs in different asset classes and the challenges faced by the wealth management firms.

Trends of HNWIs in Singapore

This section discusses the varying demands of HNWIs based on their age group and the criteria they follow to choose their wealth managers. This section also discusses what asset classes are favored by HNWIs in Singapore.

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Business case study

The case study discusses the measures taken by Oversea-Chinese Banking Corporation (OCBC) Bank based in Singapore, to improve customer service by streamlining its operations and save time on managing client information.

Company Profiles

This section describes companies offering wealth management services in Singapore, and includes an overview, primary business, wealth management operations in Singapore, strategies followed by them and recent developments related to wealth management operations in India

Related Reports:



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ReportsnReports comprises of an online library of 50,000 reports, in-depth market research studies of over 5000 micro markets, and 25 industry specific websites. Our client list boasts of almost all well-known publishers of such reports across the globe. We, as a third party reseller of market research reports employ number of marketing tools such as press releases, email-marketing and effective search engine optimization technique to drive revenues for our clients.

Contact:
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7557 Rambler road,
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Tel: +1-888-989-8004

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ReportsandReports – Wealth Management Industry in U.S. - Changing Trends, Opportunities, & Strategies

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Report Summary
The wealth management industry has witnessed dramatic changes in the last two years due to the economic crisis. Registered Investment Advisors (RIAs) have captured the assets of wirehouses or large wealth management firms. Wirehouse advisors showed high productivity (client assets per advisor) in 2009 (an average of $83 million client assets). However, wirehouses lost 0.9% of the assets under management (AUM), while RIA gained 1.5% of the AUM. This indicates a loss of client trust in large wealth management firms, necessitating a shift toward more personalised and customer-oriented services. As clients sustained heavy losses on investments during the crisis, they now demand safe products like fixed-income securities and cash-related products.

The U.S. mass affluent segment represents a significant opportunity for wealth management firms. It constitutes around 33 million households with around $13 trillion wealth, which represents around 43% of the total investable assets in the U.S. The mass affluent segment also includes a significant number of baby boomers (those who born between 1945 and 1960), who have accumulated huge wealth and are about to retire. Baby boomers are expected to constitute 22% of the U.S. population with 60% of investable assets by 2030.

Firms are opting for new operational models in order to recover loses and compete in the changing scenario. They are increasingly forming consolidations and are focusing on client relationship management to retain clients and attract new assets. The retainer fee pricing strategy has also caught up, replacing the traditional transaction fee based model.

Table of Contents

Executive Summary
1 Introduction
1.1 Report Catalyst
1.2 Report Structure

2 Strategy Formulation
2.1 Market Structure
2.2 Market Sizing And Segmentation
2.2.1 Global And U.S. Wealth
2.2.2 Segmentation Of U.S. Households By Wealth
2.3 Market Share Analysis , By Private Client Assets
2.4 Market Share Analysis, By Types Of Wealth Management Firms
2.4.1 Wirehouses
2.4.2 Ria Custodians
2.4.3 Self-clearing Retail Brokerage
2.4.4 Fully-disclosed Retail Brokerage
2.4.5 Online Brokerage
2.4.6 Comparison Of Firms By Client Assets
2.5 Wealth Management - Mass Affluent Segment
2.5.1 Financial Institutions Targeting The Segment
2.5.2 Strategies To Attract More Customers
2.5.3 Winning Model To Tap Target Segment
2.5.4 Mass Affluent And Baby Boomer Retirement Planning
2.6 Change In Wealth Management Practices Post Financial Crises
2.6.1 Change In Client Behavior & Patterns Post Crisis
2.6.2 Change In Customer Offerings
2.6.3 Increased Focus On Crm
2.6.4 Advisors Moving From Wirehouse To Ria
2.6.5 Tightened Government Regulations
2.6.6 Change In Operational Model
2.6.7 Change In Technology
2.6.8 Transition To Fee Based Approach

3 Case Studies
3.1 Case Study: Hilliard Lyon
3.1.1 Objectives
3.1.2 Challenges Faced By Hilliard Lyon
3.1.3 Overcoming The Challenges
3.1.4 Outcome Of Implementing Sungard’s Wealthstation
3.1.5 Conclusion
3.2 Case Study: Northstar Systems International
3.2.1 Objectives
3.2.2 Challenges Faced By Client
3.2.3 Overcoming The Challenges
3.2.4 Outcomes To The Client
3.2.5 Conclusion

4 Vendor Analysis And Profiling
4.1 Vendor Benchmarking
4.1.1 Functional Benchmarking
4.1.2 Tactical Benchmarking
4.1.3 Benchmarking By Customer Segments
4.1.4 Wealth Management Vendor Ranking
4.2 Vendor Profiling
4.2.1 Adviceamerica
4.2.1.1 Products And Services
4.2.1.2 Recent Developments
4.2.2 Advent Software
4.2.2.1 Products Offerings And Services
4.2.2.2 Recent Developments
4.2.3 Investedge
4.2.3.1 Products And Services
4.2.3.2 Recent Developments
4.2.4 Northstar System International
4.2.4.1 Products And Services
4.2.4.2 Recent Developments
4.2.5 Sungard Data Systems Inc.
4.2.5.1 Products And Services
4.2.5.2 Recent Developments
4.2.6 Thomson Reuters
4.2.6.1 Products And Services
4.2.6.2 Recent Developments
4.2.7 Xeye (Odyssey Group)
4.2.7.1 Products And Services
4.2.7.2 Recent Developments

Appendix


About Us
ReportsandReports comprises an online library of 10,000 reports, in-depth market research studies of over 5000 micro markets, and 25 industry specific websites. Our client list boasts almost all well-known publishers of such reports across the globe. We as a third-party reseller of market research reports employ a number of marketing tools, such as press releases, email-marketing and effective search-engine optimization techniques to drive revenues for our clients. We also provide 24/7 online and offline support service to our customers.

Contact:
Ms. Sunita
7557 Rambler road,
Suite 727, Dallas, TX 75231
Tel: +1-888-989-8004
http://reportsandreports.blogspot.com/
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http://reportsnreports.wordpress.com/

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Analyst Briefing on Wealth Management Industry in U.S. – Changing Trends, Opportunities, and Strategies to be held on 19th Aug 2010

Original Source: Wealth Management Industry
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The Banking and Financial Services practice at MarketsandMarkets is pleased to announce its Analyst Briefing Presentation on Wealth Management Industry in U.S. – Changing Trends, Opportunities, and Strategies to be held on 19th Aug 2010.

Browse in-depth ToC on Wealth Management Industry in U.S. – Changing Trends, Opportunities, and Strategies
Early buyers will receive 10% customization of reports
http://www.marketsandmarkets.com/Market-Reports/Wealth-%20Management-185.html

The recent economic crisis significantly decreased client trust in wealth management firms, resulting in a shift toward personalized services and safer products such as fixed income securities. However, the mass affluent in the U.S. offer the wealth management industry high growth opportunities. This segment has around 33 million individuals, representing around 43% of the country’s investable assets. Only 18% of the mass affluent are estimated to have yet availed financial planning services.

Over half of the baby boomer population (those born between 1945-1965) is included in the mass affluent segment. Having accumulated significant wealth, this population is expected to require financial advice for retirement planning in the coming decade, presenting further growth opportunities for wealth management firms.

Firms are opting for new operational models in order to recover losses and compete effectively in the changing scenario. They are increasingly forming consolidations and focusing on client relationship management to retain clients and attract new assets. The retainer fee pricing strategy has also caught up, replacing the traditional transaction fee based model.

The agenda of the analyst briefing is to provide vital market information about the changing trends and the new opportunities in the wealth management industry. The briefing offers recommendations to wealth management firms intending to capitalize on the mass affluent segment. Intensive investor analysis by wealth and product needs will enable product development and provide a roadmap to the future of novel wealth management practices for the mass affluent segment.

To register your participation, please click here
http://www.marketsandmarkets.com/AnalystBriefing/wealth-management.asp

About us

MarketsandMarkets (M&M) is a global market research and consulting company based in the U.S. We publish strategically analyzed market research reports and serve as a business intelligence partner to Fortune 500 companies across the world. MarketsandMarkets also provides multi-client reports, company profiles, databases, and custom research services.

M&M covers thirteen industry verticals, including advanced materials, automotive and transportation, banking and financial services, biotechnology, chemicals, consumer goods energy and power, food and beverages, industrial automation, medical devices, pharmaceuticals, semiconductor and electronics, and telecommunications and IT.

We at MarketsandMarkets are inspired to help our clients grow by providing apt business insight with our huge market intelligence repository. To know more about us and our reports, please visit our website www.marketsandmarkets.com

Note: An email containing the Login Details and Time of the Analyst Briefing will be sent to you soon after your successful registration.

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New Report Wealth Management Industry in U.S. – Changing Trends, Opportunities and Strategies Published by MarketsandMarkets

Original Source: Wealth Management Industry
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The wealth management industry has witnessed dramatic changes in the last two years due to the economic crisis. Registered Investment Advisors (RIAs) have captured the assets of wirehouses or large wealth management firms. Wirehouse advisors showed high productivity (client assets per advisor) in 2009 (an average of $83 million client assets). However, wirehouses lost 0.9% of the assets under management (AUM), while RIA gained 1.5% of the AUM.

Browse in-depth ToC on Wealth Management Industry in U.S. – Changing Trends, Opportunities and Strategies

Early buyers will receive 10% customization of reports
Wealth Management Industry in U.S. – Changing Trends, Opportunities and Strategies

This indicates a loss of client trust in large wealth management firms, necessitating a shift toward more personalised and customer-oriented services. As clients sustained heavy losses on investments during the crisis, they now demand safe products like fixed-income securities and cash-related products.

The U.S. mass affluent offer the wealth management industry high growth opportunities. This segment constitutes around 33 million households with around $13 trillion wealth, representing around 43% of the country’s total investable assets. However, only 18% of the mass affluent are estimated to have yet availed financial planning services.

Over half of the baby boomer population (those born between 1945-1965) is included in the mass affluent segment. Having accumulated significant wealth, this population is expected to require financial advice for retirement planning in the coming decade, presenting further growth opportunities for wealth management firms. Baby boomers are expected to constitute 22% of the U.S. population, holding 60% of investable assets in 2030.

The recent economic crisis significantly decreased client trust in wealth management firms, resulting in a shift toward personalized services and safer products such as fixed income securities. Firms are opting for new operational models in order to recover losses and compete effectively in the changing scenario. They are increasingly forming consolidations and focusing on client relationship management to retain clients and attract new assets. The retainer fee pricing strategy has also caught up, replacing the traditional transaction fee based model.

Wealth Management Industry in U.S. – Changing Trends, Opportunities and Strategies is a study of the changing trends in the wealth management industry and the changing needs of the investors. The report will provide new insights and give recommendations for wealth management firms intending to capitalize on the mass affluent segment. Intensive bifurcation of the investors on the lines of wealth and product needs will enable product development and provide a roadmap to the future of novel wealth management practices for the mass affluent segment.

Key findings from the report

  • In 2009, North American wealth by AUM totalled $35.1 trillion, of which the U.S. contributed 90%-93% with around $31.4 trillion AUM
  • The market share of Registered Investment Advisor (RIA) has increased to 12% in 2009, with a year–on-year growth of 1.5%; while the market share of wirehouses has decreased to 38% in 2009, a 0.9% decline from 2008.
  • The mass affluent segment includes around 33 million individuals, of which 18% do not have a financial plan.
  • Baby boomer segment in which 50% is represented by mass affluent segment and have accumulated significant wealth is going to retire in coming decade ,thus providing opportunity in terms of retirement planning for the wealth management firms
  • Client preferences are trending towards secured and safer products like debt and cash related products.
  • Declining profit and assets under management due to loss of client trust is encouraging firms to increase focus on CRM and to make their operating model more customer-oriented.
  • Wealth management firms are increasingly adopting integrated technologies strategies such as retainer fee based model instead of traditional transactional based model.

SCOPE OF THE STUDY

Strategy formulation

The section talks about current and future trends and addresses the key issues and opportunities in the wealth management industry in the U.S. It also focuses on product strategies adopted by leading players to tap the mass affluent segment. The section analyzes the key players serving wealth management, and discusses their market share.

Case studies

The section discusses the impact on firms profitability or assets under management (AUM) after implementing integrated wealth management solution. With the help of case studies, we have reviewed the role of wealth management solution providers in overcoming the challenges faced by advisory firms.

Vendor analysis

The study provides an in-depth analysis of the vendors that support the wealth management industry. This will help firms select the most competitive service providers. Vendors are benchmarked across product complexity, features, and product and strategy development to help you make the best choice of service partner.

Original Source: Wealth Management Industry
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About:
MarketsandMarkets (M&M) is a global market research and consulting company based in the U.S. We publish strategic advisory reports and serve as a business intelligence partner to Fortune 500 companies across the globe. MarketsandMarkets also provides multi-client reports, company profiles, databases, and custom research services.

M&M Banking and Financial Services Practice recognize the challenges that financial institutions face while bringing the right products to market. Our reports and consulting practice provides a unique perspective allowing financial institutions to understand and strategize to achieve their product goals. Through a mix of case studies, primary research, and business modeling we provide a 360° view to identify how our clients can create, capture, and retain the value of their products and outthink the competition.

Contact:
Ms. Sunita
7557 Rambler Road,
Suite 727, Dallas, TX 75231
Tel: +1-888-989-8004
Email: sales@marketsandmarkets.com
http://www.marketsandmarkets.com
http://marketsandmarkets.wordpress.com/
http://marketsandmarkets.blogspot.com/

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