Abstract
Introduction
The country' s serious economic issues are having a major effect on Spain' s
onshore wealthy population. Although Datamonitor forecasts a recovery in
Spain' s wealthy population by 2011, the next few years will be difficult for
wealth managers trying to keep existing clients, and win new ones.
Scope of this research
- HNW demographic and attitudinal attributes based on our Wealth Management
Market Leaders Survey 2009.
- Sizes, segments and forecasts the number of affluent individuals across 10
liquid asset bands from EUR50k.
- Extensive primary research from 20 wealth management companies highlights
their 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.
Research and analysis highlights
Spain is in recession, but its banking industry has thus far showed some
resilience. All this may be set to fall as the recession deepens and
unemployment reaches higher levels in Spain. With continuing economic turmoil
and asset prices in freefall, Spanish HNWs have had to fight to protect what
they have got, switching their assets into cash.
HNWs are overwhelmed by the current uncertainty and want guidance from their
wealth managers, including their views about how long they expect the current
crisis to last as well as opportunities to profit from the downturn. A greatly
enhanced personal service on the part of Spanish wealth managers is vital.
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 market attractiveness by reviewing size and growth forecasts for
the potential wealthy client base five years ahead.
- 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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