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Home > Business/Finance > Financial Services > Financial Management
Wealth Management Business Models in 20 years
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| Published Date:
June 2006
Published By:
Datamonitor
Page Count:
30
Order Code:
R313-14835
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- CHAPTER 1 INTRODUCTION
- Overview
- CHAPTER 2 EMERGING MARKETS WILL BE WEALTH MANAGEMENT HUBS
- Introduction
- The economic strength of emerging markets will come to rival those of the G7
- By 2026 India will be the prime location for wealth managers
- The amount of wealth, and of wealthy people, in India will grow faster than almost any other market
- Indian economic development is creating a broad and competitive wealth management market
- Wealth managers will only be able to maximize the potential of India if they are already well-positioned
- China and the Middle East will also be key centers of wealth management
- Growth in these markets in recent years has been far greater than that of established markets and appears set to continue
- Open markets and further development will drive growth although lack of stability will hinder it
- CHAPTER 3 INNOVATIVE CLIENT SEGMENTATION WILL DEVELOP
- Introduction
- Wealth managers are beginning to investigate innovative segmentation methods to manage the changing client profile
- Over the next 20 years wealth managers will hone their segmentation methods
- Wealth managers will develop segmentation as a service efficiency initiative
- Segmentation models will apply holistic criteria to wealth management
- The most important segments globally will be entrepreneurs and SME CEOs
- CHAPTER 4 CLIENT OWNERSHIP WILL POLARIZE
- Introduction
- Financial advisers will become an important separate client segment for wealth managers
- The organization of direct client ownership will also change
- Availability and flexibility will become vital components of the business model
- Internal restructuring will aim to integrate client services
- CHAPTER 5 MASS AFFLUENT SERVICES WILL BECOME AN INTEGRAL PART OF WEALTH MANAGEMENT
- Introduction
- The rise of the mass affluent represents an opportunity for wealth managers in the medium term
- Wealth managers will capture the higher value mass affluent market by offering a scaled down wealth management service
- The mass affluent proposition will run along the lines of the current wealth management service
- CHAPTER 6 LIABILITY MANAGEMENT WILL BECOME A KEY SERVICE AREA
- Introduction
- Liability management is currently not part of the wealth management agenda but has proven potential
- Clients in developed markets are seeking more holistic wealth management services
- Liability management is clearly a profitable area with a proven existing client base
- The incorporation of lending into wealth management will shift the focus of the servce
- Specialist forms of lending will also become common additions to the offerings of many wealth managers
- Some will fail due to a persistence of the “asset focused” service model and a lack of commitment
- CHAPTER 7 CONCLUSION
- The wealth management business model of the future
- APPENDIX
- Further Reading
- Global Wealth Management SPP
- Datamonitor Asia Pacific Wealth Management SPP
- Savings and Investments SPP
- Life and Pensions SPP
- Financial Advice Market SPP
- SPP writing team
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