Super League In-Depth Analysis: UBS Global Wealth Management 2018

Researchmoz added Most up-to-date research on "Super League In-Depth Analysis: UBS Global Wealth Management 2018" to its huge collection of research reports. An insight on the important factors and trends influencing the market.

This profile is a comprehensive analysis of UBSs wealth management operations. It offers insight into the companys strategy and financial performance, including key data on assets under management. Customer targeting and service proposition are covered, as are product innovation and marketing activities.
Headquartered in Switzerland, UBS is a global organization with a physical wealth management presence in 40 countries. It operates through four business divisions: Global Wealth Management, Personal and Corporate Banking, Asset Management, and Investment Bank. UBS is the worlds largest wealth manager as measured by assets under management.
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The report provides -
- Insight into UBS Global Wealth Managements growth strategy.
- An overview of the firms organizational structure.
- Details of the companys geographical coverage and expansion strategy, including M&A activity.
- Analysis of the firms financial performance, including comparison with other global wealth managers.
- Examination of key target client groups.
- Analysis of UBS Global Wealth Managements product and service proposition and how it is unique compared to its competitors.
- Review of UBS Global Wealth Managements marketing and social media activities.
Scope
- UBS is the leading wealth management firm serving the UHNW segment. It has a strong global presence, with the Americas and Europe its biggest markets as measured by assets under management.
- In February 2018, UBS merged its Wealth Management and Wealth Management Americas divisions to create the unified Global Wealth Management division. The move was made in order to better serve wealthy clients and cut costs.
- In 2017, UBSs wealth management business recorded a strong performance, supported primarily by the growth of its US business.
- UBS is focusing on growth in the US and Asia Pacific - the markets where it expects the wealth of its key client segment to grow at the fastest pace.
Reasons to buy
- Examine the financial performance, key ratios, and assets under management growth for UBS and its Global Wealth Management division, and benchmark this competitor against other global wealth managers.
- Understand UBS Global Wealth Managements current strategic objectives and their impact on financial performance.
- Discover UBS Global Wealth Managements key products and its client targeting strategies and examine whether these have been successful.
- Learn more about UBS Global Wealth Managements marketing strategy, social media presence, and digital innovations.
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2019: Trends to Watch in Global Wealth Management

Researchmoz added Most up-to-date research on "2019: Trends to Watch in Global Wealth Management" to its huge collection of research reports. An insight on the important factors and trends influencing the market.
Regulation, technological change, and the bull run potentially coming to an end have all been discussed by wealth managers for so long that the risks associated with these trends have blended in. Paradoxically this means the risks are now underestimated, if not outright ignored. Yet as providers keep chasing new money and record highs in net new money figures - partly thanks to opening up to new demographics - they will have no choice but to start thinking about countering threats related to financial markets downturns and cybersecurity.
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Scope
- The value of non-resident deposits in the UAE surged in 2018, with the Common Reporting Standard (CRS) potentially contributing to this trend.
- The US, where 27% of HNW offshore wealth is already booked, will continue to benefit from not participating in CRS.
- Only 43% of wealth managers are concerned about the effect of data breaches on their company's brand, although nearly 60% agree their clients are increasingly worried about data breaches and cybercrime.
- The older demographics are more prudent and less likely to be a victim of financial fraud, but their losses are likely to be higher than among younger age groups.
- Female millionaires are younger than men. In the Middle East and Africa, 71.7% of female HNW individuals are 50 and under, while 70% of HNW men are 51 and over.
Reasons to buy
- Understand the key trends impacting the wealth management industry in 2019 and how to respond.
- Discover the effect of CRS on the offshore industry and how to benefit.
- Understand the recommended approach to client portfolio strategies in the context of current market conditions.
- Learn about risks resulting from the industrys growing dependence on technology and how to hedge against cyber threats.
- Stay ahead of your competitors by reaching out to new emerging client demographics that offer huge revenue growth potential.
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ResearchMoz is the one stop online destination to find and buy market research reports & Industry Analysis. We fulfil all your research needs spanning across industry verticals with our huge collection of market research reports. We provide our services to all sizes of organisations and across all industry verticals and markets. Our Research Coordinators have in-depth knowledge of reports as well as publishers and will assist you in making an informed decision by giving you unbiased and deep insights on which reports will satisfy your needs at the best price.
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Global Wealth Management: Competitive Dynamics 2018

Researchmoz added latest report "Global Wealth Management: Competitive Dynamics 2018". The industry report lists the leading competitors and provides the insights strategic industry Analysis of the key factors influencing the market.
The global private wealth market had a good 2017, and the top players of the sector benefited significantly as a result. While there was no change in the order of the worlds five largest private wealth managers, the Super League effectively gained market share among HNW investors, growing assets under management (AUM) at a faster pace than the overall wealth markets. Net inflows were the strongest since we began tracking and collectively, profits rose as cost-to-income ratios improved.

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This report benchmarks the worlds leading wealth managers by managed client assets and financial performance. It covers the 36 most prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups. All international public wealth managers with over $100bn in private client AUM are featured in the report.

Scope

- Ranks competitors by private clients AUM.
- Looks at client assets booked in other than pure wealth management services, including brokerage.
- Analyzes historical growth, as well as perspectives for further development of AUM, both in terms of current asset base expansion and attracting new money.
- Compares the profitability of the covered competitors, examining sources of revenue and the largest components of the cost base.
- Examines how wealth management units that are folded into larger organizations contribute to the wider business of the competitor in question.

Reasons to buy

- Benchmark your AUM and financial performance against the biggest players in the industry.
- Understand the challenges in growing client assets in different geographies.
- Learn about your competitors strategies related to expanding client books.
- Find out how profitable the wealth management business is.
- Identify the industrys best practices in managing operating costs and boosting revenues.
- Discover how wealth managers M&A activity affects their financial performance.

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Technology in Wealth Management: Drivers for Adoption and Future Trends

Researchmoz added Most up-to-date research on "Technology in Wealth Management: Drivers for Adoption and Future Trends" to its huge collection of research reports. An insight on the important factors and trends influencing the market.
"Technology in Wealth Management: Drivers for Adoption and Future Trends", report provides a comprehensive analysis of how technological developments are affecting the wealth management industry, including both traditional providers and new digital entrants to the market. Among others, the report leverages findings from our Global Wealth Managers Survey and Mass Affluent Investor Survey.

Investing in technology has leapt to the top of most wealth managers agendas. The emergence of robo-advisors has triggered interest in changing investor demographics and new approaches to client segmentation. On the other hand, shrinking margins and pressure on cost-saving have fueled organizations internal needs to seek efficiencies, and these can be achieved with the help of technology. Although ultimately the human element will remain prominent in the world of financial advice, the industry will continue its technological advancement.

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Specifically the report -
- Provides an overview of trends in the wealth management and wider financial services industry related to technology.
- Analyzes key drivers behind the adoption of technology and digital solutions in wealth management, looking at both external and internal factors.
- Examines how providers need to adapt to changing client behaviors and preferences in the HNW and mass affluent segments.
- Investigates the future model of robo-advice service and how hybrid digital-human solutions can help to grow business.
- Assesses how different software and tools, including big data and blockchain, can improve the operating efficiency of incumbent wealth management organizations.
- Identifies where the biggest investment gap in the wealth management industry lies, providing an opportunity for IT vendors.

Scope

- Lower returns increase investors price sensitivity, luring them into the arms of low-cost digital providers.
- Although the average robo-advice client falls into the mass affluent category, HNW investors will also recognize the benefits of digital platforms.
- With millennials building up their wealth, and intergenerational change on the horizon, financial advisors need to prepare themselves for a new generation of clients, while not abandoning their existing clientele.
- Combining the best of human and digital capabilities will lead to successful hybrid advice model development.
- Investment in technology is focused on the front-end, the back-office being lower priority.
- Adoption of technologies such as big data and blockchain remains low in wealth management, and the industry will wait for other branches of financial services to test the waters.
- Despite some high-profile partnerships between incumbents and fintechs, established IT vendors remain better positioned to work with large wealth management organizations.

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Reasons to buy

- Understand what has driven change in the wealth management industrys approach technology.
- Discover key drivers and barriers for technology adoption in the industry.
- Learn about how changing client expectations and how you can prepare for the new digitally-savvy generation of HNW individuals.
- Examine the most successful robo-advice providers and reasons for their popularity.
- Recognize which key areas of operations within wealth management organizations can most benefit from technology, and how.
- Find out about the industrys approach to the most innovative technologies such as artificial intelligence, big data, and blockchain.
- Identify opportunities for wealth managers to work with established IT vendors, as well as fintech start-ups.

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ResearchMoz is the one stop online destination to find and buy market research reports & Industry Analysis. We fulfil all your research needs spanning across industry verticals with our huge collection of market research reports. We provide our services to all sizes of organisations and across all industry verticals and markets. Our Research Coordinators have in-depth knowledge of reports as well as publishers and will assist you in making an informed decision by giving you unbiased and deep insights on which reports will satisfy your needs at the best price.

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New Study Reveals Germany Wealth Report 2016 | Researchmoz

Researchmoz added Most up-to-date research on "Germany Wealth Report 2016" to its huge collection of research reports.

This report is the result of WealthInsights extensive research covering the high net worth individual (HNWI) population and wealth management market in Germany.

Summary
This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Germany. It also includes an evaluation of the local wealth management market.

Scope
Independent market sizing of the German HNWIs for five wealth bands

HNWI volume, wealth and allocation trends from 2011 to 2015

HNWI volume, wealth and allocation forecasts to 2020

HNWI and UHNWI asset allocations across 13 asset classes

Geographical breakdown of all foreign assets

Alternative breakdown of liquid vs investable assets

Details of the development, challenges and opportunities related to the wealth management and private banking sector in Germany

The size of German wealth management industry

Information on private banks

Detailed wealth management and family office information

Insights into the drivers of HNWI wealth

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Reasons To Buy
Germany Wealth Report 2016 is an unparalleled resource, and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data, created based on over 125,000 HNWIs from around the world in WealthInsight's database.

With the wealth reports as the foundation for its research and analysis, WealthInsight is able to obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions it covers.

The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of HNWIs to 2020, and a comprehensive background of the local economy.

The report provides a thorough analysis of the private banking and wealth management sector.

Key Highlights
There were 1,338,051 HNWIs in Germany in 2015, who collectively held US$4.4 trillion in wealth.

The German HNWI population decreased by 1.4% in 2015, following a 2.7% increase in 2014.

The German HNWI population is forecast to grow by 14.6%, to reach 1,559,177 in 2020, while HNWI wealth is projected to grow by 35.9% to reach US$6.3 trillion.

Table of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
 
2 Executive Summary
 
3 Germany Key Facts
 
4 Distribution of Wealth in Germany4.1 HNWI Volume and Wealth Trends

5 Findings from the WealthInsight HNWI Database
5.1 Trends in HNWI Wealth to 2020
5.1.1 HNWI trend analysis
5.1.2 Wealth band trends
5.1.3 Demographic breakdown of HNWIs
5.1.4 HNWIs job titles
5.1.5 HNWIs industry breakdown
5.1.6 HNWIs industry performance
5.1.7 HNWIs breakdown by city
5.1.8 HNWIs city performance
5.1.9 HNWIs city population densities
5.1.10 HNWIs city forecasts
5.2 UHNWIs
5.2.1 UHNWI volume trend analysis
5.2.2 UHNWI wealth trend analysis
5.2.3 Demographic breakdown of UHNWIs
5.2.4 UHNWIs industry breakdown
5.2.5 UHNWIs city breakdown and performance
5.3 UHNWIs Billionaires
5.3.1 Billionaire volume trend analysis
5.3.2 Billionaire wealth trend analysis
5.3.3 Billionaire per capita net worth trend analysis
5.3.4 List of billionaires
5.4 UHNWIs Centimillionaires
5.4.1 Centimillionaire volume trend analysis
5.4.2 Centimillionaire wealth trend analysis
5.4.3 Centimillionaire per capita net worth trend analysis
5.5 UHNWIs Affluent Millionaires
5.5.1 Affluent millionaire volume trend analysis
5.5.2 Affluent millionaire wealth trend analysis
5.5.3 Affluent millionaire per capita net worth trend analysis
5.6 Core HNWIs
5.6.1 Core HNWI volume trend analysis
5.7 Core HNWIs Mid-Tier Millionaires
5.7.1 Mid-tier millionaire volume trend analysis
5.7.2 Mid-tier millionaire wealth trend analysis
5.7.3 Mid-tier millionaire per capita net worth trend analysis
5.8 Core HNWIs Lower-Tier Millionaires
5.8.1 Lower-tier millionaire volume trend analysis
5.8.2 Lower-tier millionaire wealth trend analysis
5.8.3 Lower-tier millionaire per capita net worth trend analysis

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Modern Philanthropy: New Ways for Organizations to Target HNWIs | Industry Key Trends, Size, Growth, Shares And Forecast Research Report

Researchmoz added Most up-to-date research on "Modern Philanthropy: New Ways for Organizations to Target HNWIs" to its huge collection of research reports.

The report examines the attitudes of high net worth (HNW) philanthropists and their preferred philanthropic causes, and identifies the key differences in giving. It looks at preferred philanthropic causes of high net worth individuals (HNWI) based on the analysis of WealthInsight’s proprietary HNWI database and segments them by age, gender, wealth band and region. The report provides an in-depth analysis of current trends in philanthropy, covering foundation work, social entrepreneurship and collaborative philanthropy and identifies new approaches that philanthropic organizations should take when targeting HNWIs.

Summary

With the volume of high net worth individuals (HNWIs) rising across the world, the global philanthropic sector is poised for long-term growth. This offers significant opportunities for advisors to target HNWIs. HNWIs do not simply want to grow their wealth, but also safeguard their fortunes and fulfill their personal interests. There are numerous ways in which HNWIs can create a legacy through philanthropic activities, foundation work and passing on values to their children. Younger HNWIs are increasingly donating their wealth in different ways. Impact investments, micro-financing and giving pledges are all changing the way charities, non-profits and other organizations target HNWIs. WealthInsight’s research finds that HNWIs’ giving patterns differ significantly according to their age group, gender, location, wealth band and motivation.

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Scope

The report is divided into four chapters, which cover the following areas:
- Understanding HNWI Giving Attitude
- Current Giving Patterns
- New Trends in Philanthropic Giving
- New Ways to Target HNW Philanthropists

Reasons To Buy

- Understand the attitudes of HNW philanthropists and their preferred philanthropic causes, and identify key differences in giving.
- Gain insight into key giving patterns of HNW philanthropists based on a unique analysis of WealthInsight’s proprietary HNWI database, comprising 140,000 dossiers.  
- Be informed about HNWIs’ preferred philanthropic causes according to HNWI’s age, gender, wealth band and region.
- Analyze current trends in philanthropy, including foundation work, social entrepreneurship and collaborative philanthropy.
- Identify new approaches that you should take when targeting HNW philanthropists.

Key Highlights

- The number of HNWIs is projected to grow at a forecast-period compound annual growth rate of 3.03%, to reach over 20 million individuals in 2020.
- The global HNWI population preferred to engage in health-related causes, followed by academic causes and culture. 
- Although health was the most popular cause for both males and females, 29% of female HNWIs are more inclined to contribute to this cause, compared to 23.7% of men.
- Financial returns and long-term social change drive investors towards impact investments.

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Latest Research Report on Impact of Money Laundering on Customer Due Diligence | Available at Researchmoz

Researchmoz added Most up-to-date research on "The Impact of Money Laundering on Customer Due Diligence" to its huge collection of research reports.

Synopsis

- The report focuses on recent developments as a result of AML regulation, and its effect on global regulation.
- It provides an overview of key drivers and vendors operating in financial risk management.
- It provides detailed analysis of the key operational and technological trends and challenges that institutions face due to the rapid rise in money laundering activity and frequent regulatory upgrades.
- It provides insight into the impact of money laundering on businesses, and the CDD and KYC initiatives that services providers are taking to deal with risk and compliance.

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Summary

The Panama Papers scandal of 2016 led to the leaked individuals’ names and associations being scrutinized by governments in the UK, Germany, France, Italy, Spain and Australia among others, which is unsurprising given that the financial services industry is in the midst of preparing for new stricter regulation to commence.

The Common Reporting Standards regulation, The Fourth Money Laundering Directive, the Foreign Account Tax Compliance Act and Financial Action Task Force recommendations on money laundering that have been proposed and enacted in Europe and the US are intended to strengthen the anti-money laundering (AML) regulatory environment and increase pressure on institutions to comply.

Financial institutions need to do more to be compliant with their customer due diligence (CDD) and know your customer processes (KYC). They need to check how secure their clients' data is internally. The same resonates with the provision of retail and not-for-profit services and the need to minimize a business’ exposure to risk as a result of failure to comply with AML regulations.

Scope

The report is divided into three chapters, which cover the following areas:
- Overview of Risk Management
- Key Operational and Technological Trends and Spend
- Opportunities in Client Onboarding and Best Practice

Reasons To Buy

- Understand key factors that drive governments and regulatory bodies to formulate and implement AML regulations.
- Be informed of the key operational and technological trends and challenges that institutions face due to the rapid rise in money laundering activity and frequent regulatory upgrades.
- Gain insight into key vendors operating in financial risk management and analyze best practices adapted by financial and non-financial companies to combat money laundering activity.
- Be informed about challenges and opportunities in client onboarding available to providers.

Key Highlights

- Emerging economies are upgrading their compliance procedures to bring them in line with international standards.
- Institutions have been taking new measures such as establishing committees to focus on financial crime to ensure everyone in the organization is accountable for AML compliance.
- Firms are investing in technology solutions, integrated platforms, cloud technology and data analytics to meet compliance obligations and increase efficiency in operations.
- The emergence of new methods of financial crime has created a challenge for regulators, technology firms and institutions, requiring significant improvements in overall IT systems.

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Wealth Management Super League 2016: Comparing the performance of the worlds leading wealth managers | Now Available at Researchmoz.us

Researchmoz added Most up-to-date research on "Wealth Management Super League 2016: Comparing the performance of the worlds leading wealth managers" to its huge collection of research reports.

At the end of 2015, client assets booked with the worlds 25 leading private wealth managers grew by 0.9%. The top three rankings remained unchanged, with Switzerlands UBS leading the way, followed by the US players Bank of America (BoA) Merrill Lynch and Morgan Stanley. Although industry-wide growth was much weaker than a year ago, pushed down by challenging market conditions and exchange rate fluctuations, most competitors maintained positive new money flows. Looking forward, however, 2016 results will reveal whether HNW investors are indeed again ready to trust the biggest players with their money. This will have a significant influence on wealth managers financial performance, as they struggle with decreasing margins and growing regulatory and restructuring costs.

Key Findings
-Combined private clients assets under management (AUM) held with Super League wealth managers stood at $8.6tn in 2015. More than half of these assets were booked with the largest four players.

-Net inflows in the Super League remained strong in 2015, although they decreased for the first time since 2012.

-Only half of the top wealth managers succeeded in growing their profits in 2015, though the vast majority stayed in the black.

-Growing costs and contracting margins remain the challenge for all major players, as the average cost/revenue ratio of the largest 25 wealth managers stood at an all-time high in 2015.

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Synopsis
Verdict Financials Wealth Management Super League 2016 benchmarks the worlds leading wealth managers by managed client assets and financial performance. The report covers the 25 most prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups.

Specifically the report:

-Ranks the competitors by private clients AUM.

-Looks at client assets booked in other than pure wealth management services, including brokerage.

-Analyzes historical growth, as well as perspectives for further development of AUM, both in terms of current asset base expansion and attracting new money.

-Compares the profitability of the covered competitors, examining sources of revenue and the largest components of the cost base.

-Examines how wealth management units folded into larger organizations contribute to the wider business of the competitor in question.

Reasons To Buy
-Benchmark your AUM and financial performance against the biggest players in the industry.

-Understand the challenges in growing client assets in different geographies.

-Learn about your competitors strategies related to expanding client books.

-Find out how profitable the wealth management business is.

-Identify the industrys best practices in managing operating costs and boosting revenues.

-Discover how wealth managers M&A activity affects their financial performance.

Make an Enquiry of this report @ http://www.researchmoz.us/enquiry.php?type=E&repid=839278