Thursday, May 16, 2013

2020 No Magic Bullet Wealth Management Models Foresight Report

RnRMarketResearch.com adds “2020 Foresight Report: No Magic Bullet – Wealth Management Models” new report on its database.

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 segment’s 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. 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.



Market penetration rates are nowhere near saturation level, even in the developed economies of North America and Europe. This has obvious implications for competition and, by design, wealth management business models. In many nations there are a substantial number of potential clients that meet the typical entry requirements for a private banking or wealth management service. This untapped or ‘latent’ market could support a large number of new entrants.

Consolidation and acquisition activities in the wealth management segment are being driven by developed economies such as the US and the UK. The US alone recorded more than 100 acquisition deals in 2012, of which 85 were wealth management related. A similar pattern was observed in the UK.

Reasons to buy

- Gain an insight into the different types of wealth management business models within the market.
- Understand the best practices framework adopted by the wealth management segment.
- Gain an upper hand on your competitors by reviewing a set of wealth management models including information on the competitive landscape and industry dynamics.
- Obtain an understanding of the sizing of the world markets.


Table of Content

1 Executive Summary
2 Wealth Management Business Models
2.1 Bank and Custodial Institutions
2.1.1 Key trends and drivers
2.2 Broker-Dealers (Stockbrokers)
2.2.1 Key trends
2.3 Asset/Wealth Managers
2.3.1 Key trends
2.4 Single Family Offices and Multi-Family Offices
2.4.1 Outlook of single and multi-family offices
2.4.2 Key trends
3 Best Practices Framework Adopted by Wealth Management Segment
3.1 Julius Baer: A Transformational Acquisition
3.1.1 Objective
3.1.2 Strategy
3.1.3 Impact and result on the wealth management business model
3.1.4 Future growth and expansions
3.2 RBC Wealth Management: Establishment of a Unified Management Account Program
3.2.1 Objective
3.2.2 Strategy adopted: an open architecture
3.2.3 Implementation
3.2.4 Impact and result on the wealth management model
3.3 AMP Wealth Management: Strengthening Relationship with Customers to Drive Customer Advocacy
3.3.1 Challenges faced
3.3.2 Strategy adopted
3.3.3 Results
3.3.4 Future outlook and opportunities
3.4 UBS: the Pros and Cons of Size, Scope and Integration
3.4.1 Challenges faced
3.4.2 Various strategy adopted and its implications
3.4.3 Size and scope
3.4.4 Expansion plans
3.5 Goldman Sachs: Generating synergies
3.5.1 Creating synergy in the wealth management segment
3.5.2 Wealth management business model flaws
3.5.3 A new redefined business model
4 Wealth Management Models-Competitive Landscape and Industry Dynamics
4.1 Defining the landscape of wealth management model
4.2 Level of Market Penetration
4.2.1 Analysis of key developed markets
4.2.2 Analysis of key emerging markets
4.3 Concentration
4.3.1 Analysis of key developed markets
4.3.2 Analysis of key emerging markets
4.4 Consolidation
4.4.1 Analysis of key developed markets
4.4.2 Analysis of key emerging markets
5 Market Sizing
5.1 Global Market Size
5.2 Asia-Pacific
5.2.1 Regional market size and forecast
5.3 Americas
5.3.1 Regional market size and forecast
5.4 Europe
5.4.1 Regional market size and forecast
6 Appendix
6.1 Methodology
6.2 Definition
6.3 Background
6.4 Contact Us
6.5 About Timetric
6.6 Disclaimer

For more details contact Mr. Priyank Tiwari: sales@rnrmarketresearch.com / +18883915441
Website: http://www.rnrmarketresearch.com