世界の資産運用市場予測：2008年

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