Abstract
Overview
Introduction
This report will examine the business model of boutique wealth managers in the
UK. It will assess how the business model has evolved since 2004-5, how
boutiques are using technology, and profile some boutiques including newer
players
Scope
- Discusses key issues relating to the challenges and opportunities facing
boutique private banks in todays environment
- Explores current trends in the wealth management sector including
technology trends and merger and acquisition activity
- Evaluates the current business model for boutiques and looks at future
possibilities for development
- Provides detailed profiles of 14 boutique wealth managers across the globe
including scale, services, and growth potential.
Report Highlights
Private banking has long been a preserve of the wealthy. As the financial
services landscape has changed, however, so have the needs of these clients.
In the past, small private banks have had advantages in their ability to
service their customers, due to flexibility and their ability to provide
personalized customer service, among other reasons.
however,while small banks have historically dominated the upper echelons of
private banking, they have been losing ground in recent years as their
traditional differentiating features have been assimilated and offered by
larger competitors.
Despite growing numbers of potential clients for the wealth management
industry, these clients are often demanding different services than the
traditional boutique wealth managers might offer. However, there is the
potential for boutique wealth managers to take the lead through offering a
more integrated service.
Reasons to Purchase
- Understand the challenges facing boutique wealth managers in todays
competitive environment
- Gain industry knowledge into the future possibilities for the wealth
management sector, including opportunities for growth and development
- Obtain detailed profiles of a large number of independent and boutique
wealth managers in Europe and the US which demonstrate potential for growth
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