"The
Report Advisory Asset Management: HNW Demand and Drivers provides
information on pricing, market analysis, shares, forecast, and
company profiles for key industry participants. -
MarketResearchReports.biz”
"Advisory
Asset Management: HNW Demand and Drivers" draws on our 2016
Global Wealth Managers Survey to analyze HNW investors preferences
and attitudes towards advisory asset management services across the
globe. It sizes the market for advisory mandates and examines key
drivers behind wealthy individuals choosing such services. The
competitive landscape is also analyzed.
Globally
over 25% of HNW individuals portfolio is invested via advisory
services, with markets in Asia Pacific displaying the strongest
affinity for these mandates. Although discretionary services remain
the preferred option - particularly in developed markets - global HNW
demand for formal advice is expected to increase in light of capital
markets volatility. Wealth managers should use advisory mandates
offering to capitalize on this demand to draw assets from
execution-only platforms.
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Specifically, the report -
- Estimates the value of HNW
assets invested via advisory mandates.
- Compares HNW individuals
willingness to use advisory services in different countries.
- Identifies target client
groups for advisory asset managers.
- Compares drivers for advisory
mandates between countries and regions.
- Examines the client targeting
strategies of advisory portfolio managers.
- Explores robo-advisors
potential to disrupt traditional discretionary asset management
business.
Scope
- Emerging markets show a
greater propensity for advisory services than developed countries.
Taiwan has the highest penetration of advisory mandates, with 71.2%
of the HNW portfolio held in these services.
- The US HNW advisory asset
management market is worth $1.5tn, representing the greatest
opportunity in absolute terms. China is the second-largest market,
followed by Australia.
- On the global level, the
balance between access to advice and retaining control over
investments is the main factor fueling HNW demand for advisory
mandates, although regional preferences vary.
- The second most important
reason is price sensitivity. When cheaper than discretionary
mandates, advisory services are likely to appeal to HNW investors.
- As competitive pricing fuels
demand for robo-advice, most wealth managers agree they should invest
in automated investment services to complement their existing
offering.
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Reasons to buy
- Discover how much HNW wealth
is invested via advisory mandates.
- Identify markets offering the
greatest growth potential for advisory asset management.
- Learn why HNW investors
choose to opt for advisory services, and how these motivations differ
between countries, particularly in emerging and developed markets.
- Gain an insight into
best-practice examples from competitors operating within the advisory
mandates landscape.
Table of Contents
1. EXECUTIVE SUMMARY 2
1.1. Market volatility will
drive demand for advisory mandates 2
1.2. Key findings 2
1.3. Critical success factors 2
2. SIZING THE GLOBAL MARKET FOR
ADVISORY ASSET MANAGEMENT 7
2.1. Defining advisory asset
management 7
2.2. Wealth managers offer a
range of asset management solutions to cater to HNW investors 7
2.3. More than 25% of HNW
wealth is managed using advisory mandates 8
2.3.1. HNW investors in Asia
Pacific place the largest proportion of their wealth in advisory
mandates 9
2.3.2. Advisory asset
management is a more prevalent service in emerging markets 10
2.3.3. Developed markets hold a
below-average proportion of wealth in advisory mandates 11
2.4. The global HNW advisory
asset management market is worth $7.6tn 13
2.4.1. The value of the HNW
market will continue to expand with growth in assets 13
2.4.2. The US holds the
greatest value of assets placed in advisory mandates 14
2.5. Demand for mandated
services will increase 15
2.5.1. Wealth managers expect
the greatest demand increase for advisory asset management 16
2.5.2. Demand for advisory
services will rise the most in regions with an already high
preference 17
3. DRIVERS FOR ADVISORY ASSET
MANAGEMENT 19
3.1. Advisory services appeal
to offshore investors and businessmen 19
3.1.1. HNW offshore investors
are likely to opt for advisory mandates 19
3.1.2. Family business owners
and first-generation entrepreneurs support demand for advisory
mandates in emerging markets 20
3.2. HNW investors value time
and monetary resources 21
3.2.1. The most common driver
behind demand for advisory services is a balance between guidance and
control 21
3.2.2. Drivers for advisory
mandates vary among regional markets 23
4. UNDERSTANDING THE
COMPETITIVE LANDSCAPE 27
4.1. The majority of wealth
managers currently offer advisory services 27
4.1.1. Advisory services are
often offered alongside discretionary mandates 27
4.1.2. HNW investors have a
range of options for pursuing advisory mandates 28
4.2. With the increasing use of
technology, the way investment advice is delivered has been changing
30
4.2.1. Robo-advisors revealed
the benefits of the digital channel 30
5. APPENDIX 34
5.1. Abbreviations and acronyms
34
5.2. Definitions 34
5.2.1. Developed (mature)
economies or markets 34
5.2.2. Developing (emerging)
economies or markets 34
5.2.3. HNW 34
5.2.4. Liquid assets 34
5.2.5. Mass affluent 34
5.2.6. Mass market 35
5.2.7. Robo-advisor 35
5.3. Methodology 35
5.3.1. Sizing the market for
advisory asset management 35
5.3.2. GlobalData's 2016 Global
Wealth Managers Survey 35
5.3.3. GlobalDatas 2015 Global
Wealth Managers Survey 35
5.3.4. Exchange rates 36
5.4. Bibliography 36
5.5. Further reading 37
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