Abstract
Introduction
The 2009 Wealth Market Leaders Survey was completed in March 2009 and provides
invaluable insights into the Australian wealth management industry. The survey
was focussed on HNW characteristics and the operations of the wealth managers
that serve these clients.
Scope of this research
- Datamonitor conducted interviews with 100 wealth managers across
Australia, India, China, Taiwan, Hong Kong and Singapore during March 2009.
- 17 wealth managers were located in Australia and included a mix of private
banks, advisory firms and asset managers.
- Our Australian sample were a mix of leading local and international wealth
providers along with some of the more niche operators.
- Datamonitor asked a range of qualitative and quantitative questions to
wealth managers about their HNW clients and their business operations.
Research and analysis highlights
HNW investors became more defensive in 2009, equities represented a smaller
share of their portfolios while cash increased.
Australian HNWs have superior knowledge of products and understanding of
market conditions. As such, Australian clients are likely to consider more
sophisticated products in the future .
Australian HNWs appear more loyal to their wealth managers as compared to the
Asia Pacific average. They are less likely to switch to another wealth manager
or leave to manage their own money.
Key reasons to purchase this research
- Use this primary research to understand the Australian HNW investor better
- Review which areas most wealth managers will be focussing resources on
over the next two years
- Gain a comprehensive view of your market, and benchmark against your
competitors
| 
View Cart
