Wealth Management Technology Spending in South Africa to 2014

Introduction

This Databook provides insight into key technological market dynamics in the South African 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 South Africa

*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 South Africa grew at a CAGR of 8.4% between 2005 and 2008.

Retail asset management line of business led the wealth management industry accounting for a share of 35.2% of the total technology spending in 2008, followed by high net worth banking and financial planning, and mass affluent banking and financial planning accounting for a share of 29.5% and 24.5%.

Reasons to Purchase

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

*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
SOUTH AFRICA – WEALTH MANAGEMENT TECHNOLOGY SPENDING 13
Overview 13
Technology spend by line of business 15
Technology spend by source 19
HIGH NET WORTH BANKING AND FINANCIAL PLANNING TECHNOLOGY SPENDING 23
Technology spend by source 23
Technology spend by location 27
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 41
RETAIL BROKERAGE TECHNOLOGY SPENDING 45
Technology spend by source 45
Technology spend by location 49
Technology spend by business function 52
MASS AFFLUENT BANKING AND FINANCIAL PLANNING 56
Technology spend by source 56
APPENDIX 60
Forecasting methodology 60
Further reading 61
Disclaimer 61

LIST OF FIGURES
Figure 1: Wealth management industry, South Africa, technology spending ($m), 2005–14 13
Figure 2: Wealth management industry, South Africa, technology spending by line of business ($m), 2005–08 15
Figure 3: Wealth management industry, South Africa, technology spending by line of business ($m), 2009–14 17
Figure 4: Wealth management industry, South Africa, technology spend by source ($m), 2005–08 19
Figure 5: Wealth management industry, South Africa, technology spend by source ($m), 2009–14 21
Figure 6: High net worth banking and financial planning, South Africa, technology spend by source (%), 2008 23
Figure 7: High net worth banking and financial planning, South Africa, technology spend by source ($m), 2005–14 26
Figure 8: High net worth banking and financial planning, South Africa, technology spend by location (%), 2008 27
Figure 9: High net worth banking and financial planning, South Africa, technology spend by location ($m), 2005–14 29
Figure 10: High net worth banking and financial planning, South Africa, technology spend by business function (%), 2008 30
Figure 11: High net worth banking and financial planning, South Africa, technology spend by business function ($m), 2005–14 33
Figure 12: Retail asset management, South Africa, technology spend by source (%), 2008 34
Figure 13: Retail asset management, South Africa, technology spend by source ($m), 2005–14 37
Figure 14: Retail asset management, South Africa, technology spend by location (%), 2008 38
Figure 15: Retail asset management, South Africa, technology spend by location ($m), 2005–14 40
Figure 16: Retail asset management, South Africa, technology spend by business function (%), 2008 41
Figure 17: Retail asset management, South Africa, technology spend by business function ($m), 2005–14 44
Figure 18: Retail brokerage, South Africa, technology spend by source (%), 2008 45
Figure 19: Retail brokerage, South Africa, technology spend by source ($m), 2005–14 48
Figure 20: Retail brokerage, South Africa, technology spend by location (%), 2008 49
Figure 21: Retail brokerage, South Africa, technology spend by location ($m), 2005–14 51
Figure 22: Retail brokerage, South Africa, technology spend by business function (%), 2008 52
Figure 23: Retail brokerage, South Africa, technology spend by business function ($m), 2005–14 55
Figure 24: Mass affluent banking and financial planning, South Africa, technology spend by source (%), 2008 56
Figure 25: Mass affluent banking and financial planning, South Africa, technology spend by source ($m), 2005–14 59
Figure 26: Wealth management industry technology spending, key stages in forecasting 60

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 line of business - definitions 12
Table 5: Wealth management industry, South Africa, technology spending ($m), 2005–14 14
Table 6: Wealth management industry, South Africa, technology spending by line of business ($m), 2005–08 16
Table 7: Wealth management industry, South Africa, technology spending by line of business ($m), 2009–14 18
Table 8: Wealth management industry, South Africa, technology spend by source ($m), 2005–08 20
Table 9: Wealth management industry, South Africa, technology spend by source ($m), 2009–14 22
Table 10: High net worth banking and financial planning, South Africa, technology spend by source ($m), 2005–08 24
Table 11: High net worth banking and financial planning, South Africa, technology spend by source ($m), 2009–14 25
Table 12: High net worth banking and financial planning, South Africa, technology spend by location ($m), 2005–08 28
Table 13: High net worth banking and financial planning, South Africa, technology spend by location ($m), 2009–14 28
Table 14: High net worth banking and financial planning, South Africa, technology spend by business function ($m), 2005–08 31
Table 15: High net worth banking and financial planning, South Africa, technology spend by business function ($m), 2009–14 32
Table 16: Retail asset management, South Africa, technology spend by source ($m), 2005–08 35
Table 17: Retail asset management, South Africa, technology spend by source ($m), 2009–14 36
Table 18: Retail asset management, South Africa, technology spend by location ($m), 2005–08 39
Table 19: Retail asset management, South Africa, technology spend by location ($m), 2009–14 39
Table 20: Retail asset management, South Africa, technology spend by business function ($m), 2005–08 42
Table 21: Retail asset management, South Africa, technology spend by business function ($m), 2009–14 43
Table 22: Retail brokerage, South Africa, technology spend by source ($m), 2005–08 46
Table 23: Retail brokerage, South Africa, technology spend by source ($m), 2009–14 47
Table 24: Retail brokerage, South Africa, technology spend by location ($m), 2005–08 50
Table 25: Retail brokerage, South Africa, technology spend by location ($m), 2009–14 50
Table 26: Retail brokerage, South Africa, technology spend by business function ($m), 2005–08 53
Table 27: Retail brokerage, South Africa, technology spend by business function ($m), 2009–14 54
Table 28: Mass affluent banking and financial planning, South Africa, technology spend by source ($m), 2005–08 57
Table 29: Mass affluent banking and financial planning, South Africa, technology spend by source ($m), 2009–14 58


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