Wealth Management Technology Spending in Iberia to 2014

Introduction

This Databook provides insight into key technological market dynamics in the Iberian wealth management technology sector. It quantifies technology spending within the wealth management industry from 2005 to 2008 and then forecasts the spending from 2009 to 2014, covering three business locations, six technology sources, and 15 key business functions spanning four lines of business.

Scope

*Overview of wealth management technology spending in Iberia

*Technology spending within the high net worth banking and financial planning line of business

*Technology spending within the retail asset management, retail brokerage, and mass affluent banking/financial planning business lines

Highlights

Technology spending within the wealth management industry in Iberia grew at a CAGR of 4.6% between 2005 and 2008.

Retail asset management line of business led the wealth management industry accounting for a share of 36% of the total technology spending in 2008, followed by mass affluent banking and financial planning, and high net worth banking and financial planning accounting for a share of 25.9% and 23.8%.

Reasons to Purchase

*Develop business strategies by analyzing the spending patterns among various business functions within the wealth management industry in Iberia

*Gain insight into initiatives and strategies employed by wealth management institutions to remain competitive

*Understand market sizes and growth trends for key sub-segments within the wealth management technology sector

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TABLE OF CONTENTS
OVERVIEW 1
Catalyst 1
Summary 1
INTRODUCTION 7
Reasons to purchase 7
IBERIA – WEALTH MANAGEMENT TECHNOLOGY SPENDING 12
Overview 12
Technology spend by line of business 14
Technology spend by source 18
HIGH NET WORTH BANKING AND FINANCIAL PLANNING TECHNOLOGY SPENDING 22
Technology spend by source 22
Technology spend by location 26
Technology spend by business function 30
RETAIL ASSET MANAGEMENT TECHNOLOGY SPENDING 34
Technology spend by source 34
Technology spend by location 38
Technology spend by business function 42
RETAIL BROKERAGE TECHNOLOGY SPENDING 46
Technology spend by source 46
Technology spend by location 50
Technology spend by business function 54
MASS AFFLUENT BANKING AND FINANCIAL PLANNING 58
Technology spend by source 58
APPENDIX 62
Forecasting methodology 62
Further reading 63
Disclaimer 63

LIST OF FIGURES
Figure 1: Wealth management industry, Iberia, technology spending ($m), 2005–14 12
Figure 2: Wealth management industry, Iberia, technology spending by line of business ($m), 2005–08 14
Figure 3: Wealth management industry, Iberia, technology spending by line of business ($m), 2009–14 16
Figure 4: Wealth management industry, Iberia, technology spend by source ($m), 2005–08 18
Figure 5: Wealth management industry, Iberia, technology spend by source ($m), 2009–14 20
Figure 6: High net worth banking and financial planning, Iberia, technology spend by source (%), 2008 22
Figure 7: High net worth banking and financial planning, Iberia, technology spend by source ($m), 2005–14 25
Figure 8: High net worth banking and financial planning, Iberia, technology spend by location (%), 2008 26
Figure 9: High net worth banking and financial planning, Iberia, technology spend by location ($m), 2005–14 29
Figure 10: High net worth banking and financial planning, Iberia, technology spend by business function (%), 2008 30
Figure 11: High net worth banking and financial planning, Iberia, technology spend by business function ($m), 2005–14 33
Figure 12: Retail asset management, Iberia, technology spend by source (%), 2008 34
Figure 13: Retail asset management, Iberia, technology spend by source ($m), 2005–14 37
Figure 14: Retail asset management, Iberia, technology spend by location (%), 2008 38
Figure 15: Retail asset management, Iberia, technology spend by location ($m), 2005–14 41
Figure 16: Retail asset management, Iberia, technology spend by business function (%), 2008 42
Figure 17: Retail asset management, Iberia, technology spend by business function ($m), 2005–14 45
Figure 18: Retail brokerage, Iberia, technology spend by source (%), 2008 46
Figure 19: Retail brokerage, Iberia, technology spend by source ($m), 2005–14 49
Figure 20: Retail brokerage, Iberia, technology spend by location (%), 2008 50
Figure 21: Retail brokerage, Iberia, technology spend by location ($m), 2005–14 53
Figure 22: Retail brokerage, Iberia, technology spend by business function (%), 2008 54
Figure 23: Retail brokerage, Iberia, technology spend by business function ($m), 2005–14 57
Figure 24: Mass affluent banking and financial planning, Iberia, technology spend by source (%), 2008 58
Figure 25: Mass affluent banking and financial planning, Iberia, technology spend by source ($m), 2005–14 61
Figure 26: Wealth management industry technology spending, key stages in forecasting 62

LIST OF TABLES
Table 1: Wealth management technology sources - definitions 8
Table 2: Wealth management business locations - definitions 9
Table 3: Wealth management business functions definitions 10
Table 4: Wealth management industry, Iberia, technology spending ($m), 2005–14 13
Table 5: Wealth management industry, Iberia, technology spending by line of business ($m), 2005–08 15
Table 6: Wealth management industry, Iberia, technology spending by line of business ($m), 2009–14 17
Table 7: Wealth management industry, Iberia, technology spend by source ($m), 2005–08 19
Table 8: Wealth management industry, Iberia, technology spend by source ($m), 2009–14 21
Table 9: High net worth banking and financial planning, Iberia, technology spend by source ($m), 2005–08 23
Table 10: High net worth banking and financial planning, Iberia, technology spend by source ($m), 2009–14 24
Table 11: High net worth banking and financial planning, Iberia, technology spend by location ($m), 2005–08 27
Table 12: High net worth banking and financial planning, Iberia, technology spend by location ($m), 2009–14 28
Table 13: High net worth banking and financial planning, Iberia, technology spend by business function ($m), 2005–08 31
Table 14: High net worth banking and financial planning, Iberia, technology spend by business function ($m), 2009–14 32
Table 15: Retail asset management, Iberia, technology spend by source ($m), 2005–08 35
Table 16: Retail asset management, Iberia, technology spend by source ($m), 2009–14 36
Table 17: Retail asset management, Iberia, technology spend by location ($m), 2005–08 39
Table 18: Retail asset management, Iberia, technology spend by location ($m), 2009–14 40
Table 19: Retail asset management, Iberia, technology spend by business function ($m), 2005–08 43
Table 20: Retail asset management, Iberia, technology spend by business function ($m), 2009–14 44
Table 21: Retail brokerage, Iberia, technology spend by source ($m), 2005–08 47
Table 22: Retail brokerage, Iberia, technology spend by source ($m), 2009–14 48
Table 23: Retail brokerage, Iberia, technology spend by location ($m), 2005–08 51
Table 24: Retail brokerage, Iberia, technology spend by location ($m), 2009–14 52
Table 25: Retail brokerage, Iberia, technology spend by business function ($m), 2005–08 55
Table 26: Retail brokerage, Iberia, technology spend by business function ($m), 2009–14 56
Table 27: Mass affluent banking and financial planning, Iberia, technology spend by source ($m), 2005–08 59
Table 28: Mass affluent banking and financial planning, Iberia, technology spend by source ($m), 2009–14 60


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