Introduction
The customer needs and competitive dynamics within the wealth management market are dramatically different today than they were pre-crisis. To succeed in this new world, private banks need to challenge past assumptions, and gain a proper grasp of what HNWs want in terms of products, services and interaction, and what strategies their competitors are now following.
Scope
*HNW demographic and attitudinal attributes based on our Wealth Management Market Leaders Survey 2010
*Extensive primary research from 20 wealth management companies highlights their strategies for revenue growth, acquiring and keeping clients
*HNW demographic, needs and decision trigger data
Highlights
UK HNWs have moved aggressively back into equities and this category now accounts for 47% of the average HNW portfolio, far in excess of the European average.
Discretionary and advisory asset management are expected to be the most in demand by HNWs in two years' time. Demand for execution-only asset management is expected to be much lower.
Investment performance is important to UK HNWs in their choice of wealth managers and it also dominates the list of possible reasons why they might leave their wealth managers.
Reasons to Purchase
*Build your customer targeting strategy using in-depth HNW population demographics and needs analysis
*Ensure customer retention by understanding the reasons that HNWs choose/leave their wealth manager in your country
*Assess the threats and opportunities for your business, including Relationship Manager recruitment, by understanding what your peers are planning
Report HighlightsUK HNWs have moved aggressively back into equities and this category now accounts for 47% of the average HNW portfolio, far in excess of the European average.Discretionary and advisory asset management are expected to be the most in demand by HNWs in two years' time. Demand for execution-only asset management is expected to be much lower.Investment performance is important to UK HNWs in their choice of wealth managers and it also dominates the list of possible reasons why they might leave their wealth managers.
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