Description
The
wealth management industry has been undergoing transformation since the financial
crisis, and 2017 will be another year marked with changes to business models
and the way providers interact with clients. Many trends observed in 2016 will
continue over the next 12 months, with regulation and its costs affecting the
financial performance of competitors, and market volatility (often fueled by
surprising turns in the geopolitical landscape) keeping portfolio managers
busy. Yet 2017 will also be a year of opportunity for competitors that embrace
the change and succeed in those areas of the market where growth can be
achieved.
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Key Findings
-
As market volatility persists, managing the level of investment portfolio risk
and clients' expectations in terms of returns will be more important than ever.
-
While the European industry is aware of the updated Markets in Financial
Instruments Directive (MiFID II), most wealth managers remain uncertain about
its effects on the market.
-
“Regtech” solutions are another reason for incumbents to partner with fintech
startups. Block chain technology can also be more widely adopted if compliance
is ensured.
-
Purely digital wealth management is not a proposition that will appeal to all
HNW investors, but providers will continue to target carefully selected
audiences with new robo-advice platforms.
-
Smaller and local providers will gain market share in the global wealth
management space.
-
MandA activity in mature economies will be driven by competition for the client
portfolios of aging independent financial advisors (IFAs) who are approaching
retirement.
Synopsis
This
report informs wealth managers and their strategy teams of the key developments
emerging across the industry and how best to respond to these changes. The report
examines developments across a number of key areas, from regulation, to product
and service trends, to asset allocation drivers. Specifically, the report:
-
Analyzes the impact of regulatory developments on the industry, looking in
particular at MiFID II in Europe and tax amnesties across the world.
-
Discovers how wealth managers can benefit from the emerging regtech sector and
how this may affect the adoption of block chain.
-
Considers the opportunities in targeting internationally active clients, as
well as defining the target audience for robo-advisors.
-
Assesses the impact that newly developed investment products, such as
exchange-traded mutual funds (ETMFs) can have on clients' demand for
alternative and innovative solutions.
-
Examines the potential growth and MandA opportunities offered by aging IFAs, as
well as the divestment activity of global players.
-
Reviews the latest asset allocation trends and what is driving the growth of
equities and alternative investments in particular.
-
Draws on our 2016 Global Wealth Managers Survey of 324 executives to provide
fact-led insight.
Reasons To Buy
-
Understand the key trends impacting the wealth management industry in 2016 and
how to respond.
-
Get ready for the advent of the OECD's Common Reporting Standard, and find out
how your business needs to prepare.
-
Discover how HNW asset allocation preferences are set to evolve in 2016 and how
to respond.
-
Gain an insight into the impact of digital disruption across the wealth
management value chain and advice on how technology could help your business
View Full Report At- https://www.radiantinsights.com/research/2017-trends-to-watch-in-global-wealth-management?utm_source=Pr&utm_campaign=Nikkhhil
Table of Contents
EXECUTIVE
SUMMARY
2017
will add to the challenges the wealth management industry is facing
Key
findings
Critical
success factors
ASSET
ALLOCATION TRENDS
Managing
portfolio risk is becoming more important than ever
HNW
investors are significantly exposed to equity risk
Equities
and alternatives will be the clear winners in 2017 despite turbulent market
conditions
Global
uncertainties will determine asset allocation strategies in 2017
HNW
investors globally are looking for cheap buying opportunities in the equity
space as volatility continues
HNW
investors' varying attitudes towards risks will have an effect on asset
allocation strategies
Portfolio
diversification benefits will drive demand for alternatives but a certain level
of hand holding is required
About Us
Radiant
Insights is a platform for companies looking to meet their market research and
business intelligence requirements. We assist and facilitate organizations and
individuals procure market research reports, helping them in the decision
making process. We have a comprehensive collection of reports, covering over 40
key industries and a host of micro markets. In addition to over extensive
database of reports, our experienced research coordinators also offer a host of
ancillary services such as, research partnerships/ tie-ups and customized
research solutions.
Contact Us
Michelle
Thoras
Corporate
Sales Specialist, USA
Radiant
Insights, Inc
Phone:
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Free: 1-888-202-9519
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