Abstract
Overview
Introduction
- The brief will identify key product innovations within the wealth
management market in Asia-Pacific and provide analysis to why these products
are developing now.
Scope
- This brief analyzes the results from the Datamonitor Asia-Pacific Wealth
Managers Survey 2007
- Primary interviews were conducted with leading Asia-Pacific wealth
managers to provide valuable insights
Report Highlights
The Datamonitor Asia-Pacific Wealth Managers Survey 2007 found that linked
products, online services and capital protected investments were considered
the most innovative areas in wealth management while tax planning, inheritance
planning and philanthropy services were ranked as the least innovative areas.
According to the Datamonitor Asia-Pacific Wealth Managers Survey 2007 the most
commonly launched products/services were lending products, online services,
property investments and capital protected investments while launches of
charitable or philanthropic services witnessed the least amount of new
launches.
Reasons to Purchase
- Wealth manager' s insights on innovative product/service areas of the future
- Survey data results on innovative wealth management products/services
Table of Contents
- DATAMONITOR VIEW
- EXECUTIVE SUMMARY
- Linked products, online services and capital protected investments are
where innovation is being seen
- Business owners most demand private equity investments
- ANALYSIS
- The most wealth management product/service launches in Asia-Pacific
involve lending products, online service and property investments
- 78% of Asia-Pacific banks have seen significant new launches of
lending products, however innovation is lacking
- 76% of Asia-Pacific banks have seen significant new launches of online
services
- 76% of Asia-Pacific banks have seen significant new launches of
property investments
- 72% of Asia Pacific banks have seen significant new launches of
capital protected products
- The market has not seen much in the way of new charity/philanthropy
services launches
- Lending might be the area where the most new launches are seen, but
linked products, online services and capital protected products are where
innovation is being seen
- Two thirds of banks describe linked products as significantly
innovative
- 62% banks find that online services are significantly innovative
- Asia-Pacific banks have mixed feelings regarding capital protected
investments as being innovative
- Innovation in the next two years is most likely to be seen in the areas
of online services, linked products and capital protected investments
- Over half the respondents expect a lot more innovation over the next
two years in online services
- Three quarters of Asia-Pacific banks expect at least a fair amount of
innovation over the next two years in linked products
- Capital protected products will also be innovative over the next two
years
- Retirees and business owners are demanding the most innovative wealth
management products and services
- Retirees and business owners most demand linked products
- Retirees most demand capital protected products
- Business owners most demand private equity investments
- Expatriates and business owners mostly demand online services
- Wealth managers must sell the benefits of an innovative product
- Data
- APPENDIX
- Methodology
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
- List of Tables
- Table 1: Level of product/service launches being witnessed in the
wealth management market
- Table 2: Level of innovation being witnessed in various wealth
management areas
- Table 3: Level of innovation expected to develop over the next two
years in various wealth management areas
- Table 4: Customer segments that have a lot of demand for the following
wealth management areas
- List of Figures
- Figure 1: 66% of Asia-Pacific banks feel that linked products are
significantly innovative
- Figure 2: More than a quarter of respondents believe that business
owners/entrepreneurs have a lot of demand for private equity investments
- Figure 3: Nearly 80% of respondents are seeing a significant number of
lending products being launched in the market
- Figure 4: 34% of Asia-Pacific banks have seen ' many' new launches of
lending products
- Figure 5: 38% of Asia-Pacific banks have seen ' many' new launches of
online services
- Figure 6: Over a quarter of respondents have seen ' many' new launches
of property investments
- Figure 7: 24% of Asia-Pacific banks have seen ' many' new launches of
capital protected products
- Figure 8: 22% of Asia-Pacific banks have seen no significant launches
of charity/philanthropy services
- Figure 9: Linked products and online services are seen as the most
innovative areas in wealth management
- Figure 10: 66% of Asia-Pacific banks feel that linked products are
significantly innovative
- Figure 11: The highest proportion of Asia-Pacific banks find that
online services are quite innovative
- Figure 12: 57% of wealth managers consider capital protected
investments significantly innovative
- Figure 13: Online services and linked products are most likely to
experienced more innovation over the next two years
- Figure 14: The majority of respondents believe that there will be a
lot more innovation in online services over the next two years
- Figure 15: Over three-quarters of respondents expect linked products
to develop significantly over the next two years
- Figure 16: Almost a quarter of Asia-Pacific banks believe there will
be a large increase in innovation over the next two years for capital
protected investments
- Figure 17: Retirees and business owners demand the most innovative
products and services
- Figure 18: Asia-Pacific banks see a lot of demand for linked products
from business owners/entrepreneurs and retirees
- Figure 19: Asia Pacific banks see a lot of demand from retirees for
capital protected investments
- Figure 20: More than a quarter of respondents see a lot of demand for
private equity investments from business owners/entrepreneurs
- Figure 21: Expatriates and business owners demand online services from
their wealth manager
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