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市場調查報告書
全球資產運用市場預測：2008年
Global Wealth Predictions 2008
| 出版商 |
Datamonitor |
| 出版日期 |
2008年01月 |
商品編碼 |
60604 |
| 內容資訊 |
英文 17 pages |
| 價格 |
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本報告已在2011年07月19日停止出版。
本報告書內容包括：2008年財富管理市場動向預測等。內容綱要摘記如下：
第1章 DATAMONITOR的觀點
- 發展因素
- 摘要
- 2008年是開發新市場及正視永遠的財富管理課題的大好機會
- 財富管理企業將目光放在亞洲市場，鎖定市場發展機會
- 私人銀行為彌補人才不足的問題，正逐漸調整系統。從表現良好的財富管理企業挖角及"自行培訓"雙管齊下
- 個人顧客轉往亞洲投資
- 財富管理企業加強服務亞洲及中東・伊斯蘭國家的顧客
- HNW富裕階層往不動產相關資產以外的地方投資
- 財富管理企業更加重視顧客維持率
- 顧客希望能自由選擇財富管理方式、與財富管理師直接互動
- M&A活動減少
- 對財富管理企業而言，企業家是重要的目標市場
2007年的實際表現
- 2007年財富管理產業的合併活動可望減少
- Datamonitor預測受法規限制影響，該市場的壓力將更加沈重
- 2007年持續地區商業模式發展的活動
- 亞洲新興市場對國際企業而言持續有其吸引力
- 人才不足的問題預計將更加嚴重
- 2007年物流系統及内部標準將更加發展
- 許多財富管理企業根據不同資產來源的目標市場區隔化將持續進行
- 財富管理企業持續努力推動"電子化"
- 財富管理企業委外服務的內容將限定在某些特定範圍
附錄
Abstract
Overview
Introduction
Global Wealth Predictions 2008 provides Datamonitor' s definitive view on the
direction of the global wealth management market for the year ahead. Using the
Wealth Team' s extensive knowledge, supported by insight from leading industry
executives, it provides a concise executive-level view. For more details,
please refer to the publications in the appendix.
Scope
- Identifies the key trends for 2007 within wealth management
- Covers the global market, examining established markets as well as the
regions that offer the greatest scope for new business development
- Draws on the wealth team' s extensive research into the important client
segments, regions, products and services in the wealth market throughout 2007
Report Highlights
While Hong Kong is already saturated in terms of the number of wealth
management providers and Japan faces a decline in the number of wealthy
individuals and the liquid assets they hold, significant opportunities exist
for wealth managers in markets such as China and India.
Datamonitor predicts that the recent interest of HNW investors in Asian
equity-based instruments will be intensified in 2008. In 2007, wealth managers
focused on developing structured products, investment accounts and investment
funds, which offered clients opportunities for investment in Asian equity.
Business owners/ entrepreneurs are seen as the most receptive to innovative
products and services and they are also keen to be actively involved in the
management of their portfolios. The latter contributes to their need for
frequent communication with their wealth manager; however they also value
providers who offer high online functionality.
Reasons to Purchase
- Identify trends that wealth managers can exploit in 2008
- Use our analysis to inform competitive strategies and positioning
- Learn from competitors pioneering development in the areas identified as
important in 2007
Table of Contents
- DATAMONITOR VIEW
- CATALYST
- SUMMARY
- 2008 WILL OFFER OPPORTUNITIES TO DEVELOP NEW MARKETS AND ADDRESS
PERENNIAL WEALTH MANAGEMENT CHALLENGES
- Wealth managers will continue to go east in search of expansion
opportunities
- Private banks will increasingly put systems in place to plug the
staffing gap. These will involve ' grow-your-own' initiatives as well as
recruiting from established Western players
- Private clients will shift into Asian investments
- Wealth managers will intensify their focus on Asian and Middle Eastern
clients and sharia investments
- HNWs will shift their investments into non equity-correlated asset
classes
- Wealth managers will focus more on customer retention
- Clients will opt for discretionary asset management and demand more
face-to-face interaction with their advisors
- Merger & acquisition activity will decline
- For wealth managers, entrepreneurs will be an important target segment
- 2007 IN REVIEW
- Consolidation activity in wealth management was expected to remain
restrained in 2007
- Datamonitor anticipated that regulation would put further pressure on
the sector
- 2007 would see continued activity in the development of regional
business models
- Emerging markets in Asia would continue to attract international players
- Staff shortages were expected to worsen
- 2007 would see further development of distribution channels and internal
referrals
- More wealth managers were expected to segment target groups by source of
wealth
- Wealth managers would step up efforts at "electronification"
- Outsourcing of investment management would remain limited
- APPENDIX
- Methodology
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
- List of Figures
- Figure 1: China will see strong growth in the number of wealthy
individuals and their liquid assets
- Figure 2: India' s growing mass affluent and wealthy segments present
opportunities for wealth managers
- Figure 3: Wealth managers will poach staff from their competitors and
pursue internal training
- Figure 4: Wealth managers will focus on alternative investments
- Figure 5: Clients are increasingly likely to defect to a competitor
- Figure 6: More wealth managers are offering dedicated services for
entrepreneurs
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