2017: Trends to Watch in Global Wealth Management

Market: Financial Services

Global, 59 pages report, published by Verdict Financial

Report ThumbnailDecember-2016
The wealth management industry has been undergoing transformation since the financial crisis, and 2017 will be another year marked with changes to business models and the way providers interact with clients. Many trends observed in 2016 will continue over the next 12 months, with regulation and its costs affecting the financial performance of competitors, and market volatility (often fueled by surprising turns in the geopolitical landscape) keeping portfolio managers busy. Yet 2017 will

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  • Figure 1: Equities constitute an increasingly large share of the typical HNW portfolio
  • Figure 2: HNW investors are becoming more inclined to seek financial advice
  • Figure 3: HNW investors are looking for cheap buying opportunities
  • Figure 4: HNW demand for equities is forecast to rise in the majority of countries surveyed
  • Figure 5: HNW investors in Asia Pacific are becoming more risk-averse
  • Figure 6: The typical HNW portfolio in Russia is overweight on bonds and cash
  • Figure 7: HNW investors are ex
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  • Table 1: Selected tax amnesties launched, 2015-17
  • Table 2: Top 10 competitors by wealth management AUM ($bn), 2015
  • Table 3: Euro-US dollar exchange rate, December 31, 2014 and December 31, 2015
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  • 2017 will add to the challenges the wealth management industry is facing
  • Key findings
  • Critical success factors
  • Managing portfolio risk is becoming more important than ever
  • HNW investors are significantly exposed to equity risk
  • Equities and alternatives will be the clear winners in 2017 despite turbulent market conditions
  • Global uncertainties will determine asset allocation strategies in 2017
  • HNW investors globally are looking for cheap buying opportuniti
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