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Showing posts with label wealth management market. Show all posts
Showing posts with label wealth management market. Show all posts

Monday, 28 November 2011

Wealth Management Competitor Tracker: October 2011

ReportsnReports.com adds Datamonitor Research Report “Wealth Management Competitor Tracker: October 2011’ to its store.

The Wealth Management Competitor Tracker follows the developments of 100 wealth managers and their associated brands globally. Produced monthly, it covers product innovation, customer targeting, M&A, partnerships, organic growth, and staffing. Competitors tracked include EFG International, OCBC, and RBS.

Features and benefits
  • Gain invaluable information on competitors in one concise document; identify long-term trends using the Excel database.
  • Sharpen your strategy by implementing the best market, product, competitor and strategic developments of leading global players.
  • Learn the Datamonitor Wealth & Investments Team's view on the most important competitor developments in the month.
Highlights
  • Wealth management activity stepped up a gear in October, with a total of 79 developments recorded for the month. This makes it the busiest month tracked over the last year.
  • Western Europe accounted for 28 of the 79 developments. Stories from the region include the announcement of the acquisition of KBL European Bankers from KBC by Qatar's Precision Capital, as well as three sponsorship agreements around the region from players such as Brown Shipley, Neuflize OBC, and BNL.
  • Product innovation and customer targeting accounted for the highest proportion of activity, with 34 developments. Notable stories included a slew of exchange-traded fund (ETF) launches from Charles Schwab, J.P. Morgan, and BMO Financial Group.
Your key questions answered
  • Where is the competition expanding their presence and opening new branches?
  • Which competitors have experienced the most staffing changes over the last month?
  • What new products and customer targeting strategies are my competitors using?
About Us:
ReportsnReports is an online library of over 75,000 market research reports and in-depth market research studies & analysis of over 5000 micro markets. We provide 24/7 online and offline support to our customers. Get in touch with us for your needs of market research reports.

Contact:
Mr. Priyank
7557 Rambler road,
Suite 727, Dallas, TX 75231
Tel: + 1 888 391 5441
E-mail: sales@reportsandreports.com
http://www.reportsnreports.com
Posted by at 00:56 0 comments
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Wealth Management in Canada 2011


ReportsnReports.com adds Datamonitor Research Report “Wealth Management in Canada 2011 ’ to its store.

The Canadian wealth market has experienced declines similar to those seen across many Western economies; however, strong economic recovery and abundant raw materials have enabled a quick turnaround in the market. This was mainly thanks to the quick rebound in the stock market, which by 2010 had already recovered the losses due to the financial crisis.


Features and benefits
  • Build your customer targeting strategy using in-depth HNW demographics and needs analysis based on Datamonitor's annual Global Wealth Manager Survey.
  • Assess your competition through detailed profiles of notable players, including the customer targeting, marketing and product strategies they employ.
  • Size your potential client base using Datamonitor's proprietary data, presenting the number of affluent individuals by liquid asset band to 2014.
Highlights
  • Due to the crisis in the early 90s, the country had undertaken a series of deep structural economic reforms and created a stable banking system. These reforms have shielded Canadian banks from the worst of the financial crisis and have made them some of the best funded banks globally.
  • Canadian HNW individuals allocate the majority of their wealth into equities and fixed income products. There is limited allocation outside of these two categories. The strong performance of the stock market indicates a portfolio allocation focused on wealth creation, rather than wealth preservation.
  • In Canada, there were over 3.1 million mass affluent individuals in 2010. Overall, the number of mass affluent individuals was slightly lower in 2010 compared to 2006.
Your key questions answered
  • What strategies are my competition employing to win and keep affluent clients?
  • Which products and services will affluent clients in Canada want in the next two years?
  • How is the Canadian wealth management industry structured? What role do banks and asset managers play?
  • How many potential clients in Canada have onshore liquid assets that would allow me to run a very profitable business?
  • Who are the main regulators in Canada and which legislation has impacted wealth managers?

About Us:
ReportsnReports is an online library of over 75,000 market research reports and in-depth market research studies & analysis of over 5000 micro markets. We provide 24/7 online and offline support to our customers. Get in touch with us for your needs of market research reports.

Contact:
Mr. Priyank
7557 Rambler road,
Suite 727, Dallas, TX 75231
Tel: + 1 888 391 5441
E-mail: sales@reportsandreports.com
http://www.reportsnreports.com
Posted by at 00:26 0 comments
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