2020 Foresight Report: No Magic Bullet - Wealth Management Models PowerPoint PPT Presentation

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Title: 2020 Foresight Report: No Magic Bullet - Wealth Management Models


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2020 Foresight Report No Magic Bullet - Wealth
Management Models
One-Stop Shop for Business Information
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Summary
Wealth management is one of the most promising
segments of the global financial services sector
due to the emerging markets in Asia and Latin
America. However, downside risks have intensified
due to financial crises, volatility in capital
markets, the movement of capital to relatively
safe assets and regions, and increased regulatory
pressures and norms. Competitors specialize in
various business models in order to cater to the
diverse needs of high net worth individual (HNWI)
clients. The segments participants differ in
terms of size, corporate structure and clients.
Such levels of diversification indicate that the
wealth management segment can sustain a variety
of profitable business models. Wealth management
business models differ in terms of firms, size,
corporate structure, clients targeted and revenue
generated.
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  • Many firms and organizations share common
    features in terms of their core activities,
    company history, operations and services,
    providing a basis for rudimentary or arbitrary
    business model classifications. It is possible to
    identify basic wealth management models based
    around banks or other custodial institutions
    broker-dealers and stockbrokers and investment
    managers and family offices. These models are not
    mutually exclusive. One by-product of financial
    integration means that wealth management firms
    with a banking background, often have both
    broking and investment management arms.
    Similarly, many broking firms have diversified
    into investment management and other activities
    to generate more reliable and higher-quality
    revenue streams.

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Synopsis The report provides analysis,
information and insights into wealth management
models used by wealth management companies
globally  The report provides a global snapshot
of various wealth management business models
adopted, their market size and future outlook
The report provides a comprehensive analysis of
the respective market size, future outlook and
competitive landscape of leading wealth
management companies The report provides an
analysis of trends and drivers driving the growth
of various wealth management models The report
provides a detailed analysis of best practices
adopted by various wealth management companies
across wealth management models
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Scope This report provides a comprehensive
analysis of wealth management models adopted by
various wealth management companies in the
financial services industry It provides
information on current market size and future
prospects of the wealth management industry in
developed and emerging markets It details
various approaches adopted by wealth market
operators defining their business model and the
scope and benefit underlying thereafter in order
to target customers across the industry It
details the level of market penetration,
concentration and consolidation of wealth
management models in developed and emerging
economies
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Reasons To Buy Assess the wealth management
business models of leading companies in the
wealth management industry Assess the trends
and drivers and the implications on wealth
management models Make strategic business
decisions using historic and forecast market data
related to the wealth management business in key
regions including Asia-Pacific, Americas and
Europe It details the various trends and
drivers impacting the growth and profitability of
wealth management business models
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Table of Contents
  1. Executive Summary
  2. Wealth Management Business Models
  3. Best Practices Framework Adopted by Wealth
    Management Segment
  4. Wealth Management Models-Competitive Landscape
    and Industry Dynamics
  5. Market Sizing
  6. Appendix

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    reports/2020-foresight-report-no-magic-bullet-weal
    th-management-models.html

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