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.
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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.
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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
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
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
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
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
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:
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