Abstract
Introduction
The global economic crisis has had a major effect on Australia' s onshore
wealthy population, potentially causing them to lose faith in their wealth
managers. To keep clients, wealth managers need to know what this lucrative
customer wants from them, in terms of products, services and interaction.
Scope of this research
- HNW demographic and attitudinal attributes based on our Wealth Management
Market Leaders Survey 2009
- Extensive primary research from 17 wealth management companies highlights
their strategies for revenue growth, acquiring and keeping clients
Research and analysis highlights
Chinese HNWs are displaying defensive behavior in the face of the economic
instability, and have lifted their proportion of assets held in cash and near
cash from 13% in 2008 to 25% in 2009. Despite this, HNW individuals are
expected to increase their exposure to stocks over the next two years.
Clients in China have less financial product knowledge compared to their Asia
Pacific counterparts, which presents an opportunity for wealth managers to add
some real value to their offering by providing educational services for
clients.
Clients in China have less financial product knowledge compared to their Asia
Pacific counterparts, which presents an opportunity for wealth managers to add
some real value to their offering by providing educational services for
clients.
Key reasons to purchase this research
- Understand the HNW population' s investments by sector and geography,
appetite for risk, and reasons for choosing/leaving their wealth service
- 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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