Abstract
Introduction
This report focuses on the onshore liquid wealth of affluent individuals and
the liquid assets they hold, sizing, segmenting and forecasting the affluent
population across 10 liquid asset bands. It also presents detailed HNW
demographic and decision trigger analysis, and strategies to drive revenue
growth based on large scale survey of the main players.
Scope of this research
- "HNW demographic and attitudinal attributes based on our Wealth Management
Market Leaders Survey 2009
- Extensive primary research from 20 wealth management companies highlights
thier strategies for revenue growth, acquiring and keeping clients
- Aggregated data covers onshore liquid assets including cash and deposits,
mutual funds, direct investment in equities and direct investment in bonds
- Discusses the changing wealth management competitor landscape
Research and analysis highlights
Deutsche Bank' s Private Wealth Management has enjoyed the dominant position in
German private banking, but the takeover of Dresdner Bank by Commerzbank is
threatening that dominance. According to Wealth Bulletin, the merged group' s
combined private banking assets under management bring it within striking
distance of its larger rival.
Germany' s economy tipped into recession in 2008, led by its strong dependence
on exports in an environment where some of its largest trading partners, the
US and the UK, contracted sharply. This economic decline compounded, or was
compounded by sharp stock market declines of 40% or more in the year.
More than 60% of German HNWs are in fact pulling out of other investments to
park money in cash but are, at the same, concerned about the stability of
their banks and the safety of these nest eggs.
Key reasons to purchase this research
- Understand the HNW population' s investments by sector and geography, and
see how innovative products/services have capitalized on these trends
- Analyze the HNW population' s 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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