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Insight Report:資產管理市場上商品開發

Insight Report: Product Innovation in Wealth Management

出版商 GlobalData 商品編碼 314919
出版日期 內容資訊 英文 40 Pages
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Insight Report:資產管理市場上商品開發 Insight Report: Product Innovation in Wealth Management
出版日期: 2014年09月30日 內容資訊: 英文 40 Pages





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 全球富裕階級(HNWI)市場現狀

第4章 線上資產管理市場趨勢

第5章 資產管理市場上商品開發的促進、阻礙因素

  • 主要的推動因素
    • 人口結構的變化
    • 消費行為的變化
    • 技術進步
    • 運用成本的上升
  • 主要的阻礙因素

第6章 資產管理市場、私人銀行相關人員對線上投資平台的想法

  • 目前線上投資平台概要
  • 線上投資平台今後的預測

第7章 Web有效利用型資產管理手法的開發與案例研究

  • 創新的消費者中心型的線上平台
    • DIY方式的平台
    • 透過社群媒體平台的消費者參與
    • 線上、生活方式Web入口網站
    • 目標設定型的創新平台

第8章 關於 WealthInsight


Product Code: WI0013FR

This report analyzes the wealth management sector through the perspective of online innovation, with a focus on innovative online platforms and analytical tools launched during the review period. It also examines regional HNWI demographics in the Americas, Europe, Asia-Pacific, and the Middle East and Africa from WealthInsight's proprietary HNWI database comprising 100,000 individuals from the four regions.


Product innovation is increasingly becoming the key to gain market share, as web-based wealth management platforms disrupt the business structures of the traditional wealth management market. Key innovative offerings in wealth management include DIY platforms, social media platforms, lifestyle, innovation platforms and targeted innovative platforms. Web-based companies have increasingly penetrated into the market of core HNWIs.


The report covers the following areas:

  • A global snapshot of the HNWI Market
  • Market trends in the online wealth management market
  • Drivers of, and barriers to innovation in wealth management
  • Attitudes of wealth managers and private bankers to online investment platforms
  • Web-based wealth management innovations and case studies

Reasons To Buy

  • Make robust business decisions and build better business strategies using the latest information on product innovation in wealth management.
  • Understand the drivers of, and barriers to innovation in wealth management, and their implications on the wealth management sector.
  • Be informed about key market trends in the online wealth management market, and address each trend accordingly.
  • Understand the attitudes of wealth managers and private bankers to online investment platforms, and develop the best strategies to meet clients' needs.

Table of Contents

1. Introduction

  • 1.1. What is this report about
  • 1.2. Definitions and Scope

2. Executive Summary

3. Global Snapshot of the HNWI Market

4. Market Trends of the Online Wealth Management Market

5. Drivers and Barriers of Innovation in Wealth Management

  • 5.1. Key Drivers
    • 5.1.1. Changing demographic landscape
    • 5.1.2. Shift in consumer behavior
    • 5.1.3. Technological advancements
    • 5.1.4. Rising operating costs
  • 5.2. Key Barriers

6. Attitudes of Wealth Managers and Private bankers to Online Investment Platforms

  • 6.1. Overview of Current Online Investment Platforms
  • 6.2. The Future Outlook for Online Investment Platforms

7. Web-Based Wealth Management Innovations and Case Studies

  • 7.1. Innovative Consumer-Centric Online Platforms
    • 7.1.1. DIY platforms
    • 7.1.2. Customer engagement through social media platforms
    • 7.1.3. Online lifestyle web portals
    • 7.1.4. Targeted innovative platforms

8. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Global HNWI Volumes and Wealth Accumulation by Wealth Band, 2014
  • Table 3: Selected Types of Online Wealth Management Tools
  • Table 4: Proportions of Immigrant HNWIs in Major Markets, 2013
  • Table 5: Key Challenges for Online Wealth Management by Wealth Band
  • Table 6: Key Challenges for Online Wealth Management by Age Group
  • Table 7: Nutmeg Performance - 12 Months, September 2013

List of Figures

  • Figure 1: Global HNWI Population, 2008-2018
  • Figure 2: Global HNWI Population by Region, 2008-2018
  • Figure 3: Global HNWI Wealth, 2008-2018
  • Figure 4: Global HNWI Wealth Accumulation by Region, 2008-2018
  • Figure 5: Regional HNWI Populations by Age Group, 2013
  • Figure 6: Regional HNWI Populations by Gender, 2013
  • Figure 7: Global HNWI Asset Allocation, 2008-2018
  • Figure 8: Adoption of Online Platforms and Tools by Wealth Band
  • Figure 9: Global HNWI Wealth by Age Group (US$ Trillion), 2013
  • Figure 10: Growth in Female HNWI Population Shares, 2008-2013
  • Figure 11: Wealth Platform Trends, 2014
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