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市場調查報告書

財富管理計分卡:題目調查

Wealth Management Scorecard - Thematic Research

出版商 GlobalData 商品編碼 972659
出版日期 內容資訊 英文 21 Pages
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財富管理計分卡:題目調查 Wealth Management Scorecard - Thematic Research
出版日期: 2020年11月30日內容資訊: 英文 21 Pages
簡介

本報告提供財富管理計分卡的相關調查,鎖定未來市場上成功的企業和投資不足造成衰退的企業,提供基於產業影響最大的10個題目下60家領導全球的財富管理企業公司的評分,COVID-19的影響等資訊。

目錄

目錄

簡介

  • 主題圖
  • COVID-19造成的財富管理部門的影響

部門效能

  • 主要10個題目
  • 部門計分卡:財富管理
  • WHO?
  • 各題目評估
  • 評估
  • 附錄:各題目調查手法

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目錄
Product Code: GDRB-TR-S025

This report assesses the key themes that are transforming the wealth management market right now, utilizing our thematic scoring methodology to identify which companies will do well in the market in the future - and the companies that will falter as a result of their lack of investment and focus in these key wealth management themes. In this report, we score 60 of the world's leading wealth management companies against the 10 themes that are impacting their industry the most. Our resulting thematic engine helps us identify the strongest and weakest players in the wealth management sector over the next two years.

COVID-19 is a tough wake-up call for all players in the wealth space. Those that accelerate a long-awaited business transformation as a result will survive. Putting ever-changing customer needs at the top of their priority list will be the key to success in the post-crisis world.

Scope

  • COVID-19 is the biggest theme to affect wealth management right now.
  • DBS and Charles Schwab are the strongest incumbent players.
  • Betterment and Wealthsimple are the strongest new entrants.
  • Coronavirus is the theme that will have the biggest impact on the wealth management industry in the immediate future and will accelerate investments into other themes such as digitization, robo-advice, and cybersecurity.

Reasons to Buy

  • Identify the key wealth management themes for the next few years and learn how they will affect the market.
  • Understand which themes your institution can address (and how) to drive share price.
  • Understand which players are best positioned for success within critical themes and why.
  • Learn which players are underinvested in key themes and most vulnerable to disruption.

Table of Contents

Table of Contents

INTRODUCTION

  • Theme map
  • COVID-19 IMPACT ON THE WEALTH MANAGEMENT SECTOR

SECTORPERFORMANCE

  • TOP 10 THEMES
  • SECTOR SCORECARD: WEALTH MANAGEMENT
  • Who's who
  • Thematic screen
  • Valuation screen
  • APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY