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市場調查報告書

Insight Report:超級富豪階級(UHNWI)市場開拓的產業策略

Insight Report: Business Strategies for Targeting UHNWIs

出版商 Wealthinsight 商品編碼 322971
出版日期 內容資訊 英文 83 Pages
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Insight Report:超級富豪階級(UHNWI)市場開拓的產業策略 Insight Report: Business Strategies for Targeting UHNWIs
出版日期: 2015年01月16日 內容資訊: 英文 83 Pages
簡介

私人銀行和資產管理企業,從2008年的金融危機以後變更了自家公司的經營模式。取代擴大自家公司的產業規模,而集中特定的客戶領域,謀求收益率最大化。超級富豪階級(UHNWI),雖然在人口上也不滿富裕階級(HNWI)的1%,不過,佔持有資產總額的約33%。由於超級富豪階級的潛在投資規模巨大,投資報酬率也成為高水準。如果能獲得超級富豪階級客戶,資產管理企業可擴大其運用規模,以及維持長期性的盈利、關係性。另一方面,在超級富豪階級客戶方面,尋求比一般資產運用商品更高的內容服務。為此,對資產管理企業和私人銀行來說,構築與超級富豪階級客戶之間的可靠性和品牌忠誠,還有掌握他們的需求是很重要的事。

本報告提供為了開拓全球各國的超級富豪階級(UHNWI)資產管理市場的產業策略相關分析、主要的資產管理企業、私人銀行相關人員的見解彙整、已開發國家、新興國家的超級富豪階級的市場的金融商品、服務市場概況,及市場開拓的主要企業的具體策略案例、趨勢等調查評估。

摘要整理

第1章 簡介

  • 本報告概要
  • 定義和範圍

第2章 摘要整理

第3章 資產管理企業、私人銀行相關人員的,對今後預測的想法

第4章 全球超級富豪階級(UHNWI)市場概況

  • 超級富豪階級市場開拓的產業策略:已開發國家、新興國家比較
  • 超級富豪階級市場的規模與主要趨勢
  • 超級富豪階級的人口結構與趨勢
  • 超級富豪階級市場促進、阻礙因素

第5章 先進國家市場

  • 金融商品、服務的市場趨勢
    • 美國
    • 英國
    • 德國
    • 瑞士
    • 加拿大
    • 澳洲
  • 理財公司所扮演的角色:超級富豪階級的資產管理
  • 超級富豪階級市場開拓的產業策略
    • 擴張策略
    • 客戶策略
    • 行銷策略
  • 各企業的策略上的焦點
    • 主要打入市場企業的「深潛」策略

第6章 新興國家市場

  • 金融商品、服務的市場趨勢
    • 巴西
    • 俄羅斯
    • 印度
    • 中國
    • 南非
  • 理財公司所扮演的角色:超級富豪階級的資產管理
  • 開拓超級富豪階級市場的產業策略
    • 擴張策略
    • 客戶策略
    • 行銷策略
  • 各企業的策略上的焦點
    • 主要打入市場企業採用的策略

第7章 關於 WealthInsight

附錄

圖表一覽

目錄
Product Code: WI0017FR

This report provides insights into the complex needs of UHNWIs and provides in-depth analysis of the attitudes of wealth managers and private bankers towards business strategies to target UHNWIs. It covers key developed markets as well as key emerging markets as mentioned below. The reports also analyses market size of the UHNWIs and highlights specific business strategies to target important clients by looking at expansion, client, marketing and competitor strategies. It uses WealthInsight's proprietary HNWI database comprising over 120,000 individuals.

Developed markets include the US, UK, Germany, Switzerland, Canada and Australia.

Emerging markets include Brazil, Russia, India, China and South Africa.

Summary

Private banks and wealth management firms changed their business model following the 2008 financial crisis. Rather than focusing on the size of their business, private banks and wealth management firms have become more focused on specific client segments that yield them the largest profits. Ultra-high net worth individuals (UHNWIs) represent less than 1% of the global HNWI population, but account for around 33% of global HNWI wealth. UHNWIs offer wealth managers large-scale profitability due to the potential size of their investments. By acquiring UHNWI clients, wealth managers are able to provide a significant boost to assets under management, and build long-term profitable relationships. When using wealth management services, UHNWIs often require a more sophisticated service than mass affluent or core millionaires. Therefore, it is becoming increasingly important for wealth managers and private bankers to build trust and brand loyalty with UHNWI clients, and to understand their needs.

Scope

The report covers the following areas:

  • Attitudes of wealth mangers and private bankers to the future outlook of business strategies to target UHNWIs.
  • A global snapshot of the UHNWI market, including market sizing and forecasts.
  • Key trends and strategies in developed markets (the US, the UK, Germany, Switzerland, Canada and Australia), financial product and service offerings, the role of family offices in managing UHNWI wealth, and competitor strategy focus.
  • Key trends and strategies in emerging markets (Brazil, Russia, India, China and South Africa), financial product and service offerings, the role of family offices in managing UHNWI wealth, and competitor strategy focus.

Reasons To Buy

  • Understand the complex needs of UHNWIs and know how best to target them.
  • Make robust business decisions and build better business strategies in most important business areas such as expansion client and marketing strategies to target UHNWIs effectively.
  • Be informed about key market trends in financial product and service offerings in developed and emerging markets, and address each trend accordingly.
  • Be aware of attitudes of wealth managers and private bankers to the future outlook of business strategies in order to target UHNWIs.

Table of Contents

1. Introduction

  • 1.1. What is This Report About?
  • 1.2. Definitions and Scope

2. Executive Summary

3. Attitudes of Wealth Managers and Private Bankers towards the Future Outlook of Business Strategies to target UHNWIs

4. Global Snapshot of the UHNWI Market

  • 4.1. A Comparison of Business Strategies for Targeting UHNWIs in Developed and Emerging Markets
  • 4.2. Market Size of UHNWI and Key Market Trends
  • 4.3. UHNWI Demographic Trends
  • 4.4. Drivers and Barriers of the UHNWI Market
    • 4.4.1. Drivers
    • 4.4.2. Barriers

5. Developed Markets

  • 5.1. Financial Products and Services Offerings
    • 5.1.1. The US
    • 5.1.2. The UK
    • 5.1.3. Germany
    • 5.1.4. Switzerland
    • 5.1.5. Canada
    • 5.1.6. Australia
  • 5.2. The Role of Family Offices: Managing Wealth of UHNWIs
  • 5.3. Business Strategies for Targeting UHNWIs
    • 5.3.1. Expansion strategy
    • 5.3.2. Client strategy
    • 5.3.3. Marketing strategy
  • 5.4. Competitor Strategy Focus
    • 5.4.1. Deep dive strategies of key market participants

6. Emerging Markets

  • 6.1. Financial Products and Services Offerings
    • 6.1.1. Brazil
    • 6.1.2. Russia
    • 6.1.3. India
    • 6.1.4. China
    • 6.1.5. South Africa
  • 6.2. The Role of Family Offices: Managing Wealth of UHNWIs
  • 6.3. Business Strategies for Targeting UHNWIs
    • 6.3.1. Expansion strategy
    • 6.3.2. Client strategy
    • 6.3.3. Marketing strategy
  • 6.4. Competitor Strategy Focus
    • 6.4.1. Strategies adopted by key market participants

7. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: The Needs of UHNWIs in Private Banking and Wealth Management Services
  • Table 3: Competitive Benchmarking for Wealth Management Sector in Developed and Emerging Markets
  • Table 4: Ease of Doing Business Rankings for Developed and Emerging Markets, 2014
  • Table 5: Comparison of Key Parameters for the Wealth Management Sector in Developed and Emerging Markets
  • Table 6: Comparison of Business Strategies for Targeting UHNWIs in Developed and Emerging Markets
  • Table 7: Developed Markets - UHNWIs Market Size, 2009-2018
  • Table 8: Emerging Markets - UHNWIs Market Size, 2009-2018
  • Table 9: Top 10 Cities for Wealth Management, 2013
  • Table 10: Alternative Online Wealth Managers
  • Table 11: Developed Markets - Key Parameters for the Wealth Management Sector
  • Table 12: Developed Markets - Private Banks' Private Equity Product Offering
  • Table 13: Alternative Online Wealth Managers
  • Table 14: Developed Markets - Major Deals in the Wealth Management Sector
  • Table 15: Developed Markets - Snapshot of Gender and Age Group Based Segmentation and Targeting Strategies
  • Table 16: Developed Markets - Use of Analytics by Wealth Management Companies
  • Table 17: Developed Markets - Family Office Product Offerings of Wealth Management firms
  • Table 18: Developed Markets - Wealth Management Workshops and Conferences by Companies
  • Table 19: Developed Markets - Wealth Management Services for UHNWI Entrepreneurs
  • Table 20: Developed Markets - Marketing Initiatives by Wealth Management Companies via Traditional Channels
  • Table 21: Developed Markets - Social Networking Platforms and Their Usage
  • Table 22: Developed Markets - Bank Hurdles For Customer Service
  • Table 23: Developed Markets - Wealth Management Competitive Landscape
  • Table 24: Developed Markets - List of Key Firms Operating in the Wealth Management Sector
  • Table 25: Developed Markets - Major Wealth Management Services to Target Family Business UHNWIs
  • Table 26: Emerging Markets - Key Parameters for the Wealth Management Sector
  • Table 27: Emerging Markets - Private Banks' Real Estate and Private Equity Product Offering
  • Table 28: Russian UHNWIs - Alternative Asset Composition (%), 2009-2018
  • Table 29: Emerging Markets - Domestic Wealth Management Firms Offering Family Office Services
  • Table 30: Emerging Markets - Wealth Management Services for Family Businesses
  • Table 31: Emerging Markets - Key Deals in the Wealth Management Sector
  • Table 32: Emerging Markets - Smartphone and Tablet Applications
  • Table 33: Emerging Markets - Wealth Management Services for UHNWI Entrepreneurs
  • Table 34: Emerging Markets - Online Population Using Social Networking, 2012
  • Table 35: Emerging Markets - Social Media Marketing Initiatives by Banks
  • Table 36: Emerging Markets - Major Companies in the Wealth management Sector

List of Figures

  • Figure 1: UHNWI Population by Age Band in Key Developed and Emerging Markets, 2013
  • Figure 2: UHNWI Population by Gender in Key Developed and Emerging Markets, 2013
  • Figure 3: Developed Markets - UHNWI Asset Allocation
  • Figure 4: Alternate Asset Investment in Germany, 2009-2018
  • Figure 5: Emerging Markets - UHNWI Asset Allocation
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