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Featured Report

Targeting Entrepreneurs in Wealth Management 2008: Western Europe and Asia-Pacific

Entrepreneurs are an attractive group for several reasons. The combination of personal and business concerns means that their financial needs are varied, encompassing portfolio management, estate planning, corporate finance and international services. This offers strong business potential for wealth managers. This brief assesses the strategies that wealth managers use to target entrepreneurs.


Introduction

In recent years, entrepreneurs have come to be seen as a key client segment for wealth managers, offering significant scope for future growth. This report explores some of the fundamental characteristics of entrepreneurs and business owners and considers how these clients' requirements are dictating the development of the wealth management proposition.


Table of Contents:
http://www.market-research-report.com/datamonitor/DMFS2189.htm

Finding wealth management opportunities in the market downturn

Introduction

The current economic environment presents several opportunities for savvy wealth managers to exploit. This report presents 10 actionable recommendations for wealth managers that will increase their revenues. These recommendations take advantage of changes in thinking among high net worth (HNW) customers, and exploit the weaknesses and mistakes of competitors.

Scope

*Draws on Datamonitor's Wealth Management Market Leaders Surveys in Europe and Asia Pacific.

*Makes use of extensive secondary research

Highlights

Strategies covered in this report include:

recruiting good relationship managers from competitors; raising your public profile by using the media; focusing on lending to HNWs; helping clients reduce the cost and risk of mortgages; assisting clients to position themselves for the inevitable recovery.

Strategies proposed in this report include: Recruiting good relationship managers from competitors Raising your public profile by using the media Focusing on lending to HNWs Helping clients reduce the cost and risk of mortgages Assisting clients to position themselves for the inevitable recovery

Reasons to Purchase

*Discover strategies for winning in the marketplace.

*Increase share of wallet and attract new customers.


Table of Contents:
http://www.market-research-report.com/datamonitor/DMFS2277.htm

Wealth management super league 2008

Introduction
This report looks at organizational scale in the private wealth management market. It examines the forces behind the emergence of large scale international private banks and compares and contrasts the strategic development of five of the world's largest players. It profiles the key players and discusses their current strategies and progress. This report is an investigation into organisational scale in the private wealth management market, including a profile of the top five competitors and commentary on their strategic development.

Scope
Organizational scale in the private wealth management market, covering the major European and US wealth management firms.
Key financial performance indicators of the top five wealth managers over the last three years.
Strategic opportunities for wealth managers in an economic downturn.

Highlights
This year has brought significant changes so the wealth management landscape with several of the largest players in 2007 ether combining forces this year, or dropping out of the ranking altogether. Major players have also not been able to escape the economic turbulence that has engulfed 2008.

One of the most profound recent changes to the industry has been the completion of the purchase of Merrill Lynch by Bank of America. One of the real jewels in Merrill Lynch's crown is its wealth management business, with an enviable track record in terms of consistency, profitability and internationalization.

Strategic opportunities for wealth managers in challenging times include a better quality of service to aid customer retention. Increasing share of wallet opportunities will enhance the institution's market position in a downturn, while customer acquisition opportunities in a downturn need to revolve around boosting the company profile.

Reasons to Purchase
Quantitatively assess your performance through 2008 against the world's largest wealth managers.
Understand the strategic development of the five largest super league players.
Gain insight into strategic opportunities for wealth managers in challenging times.

Table of Contents: http://www.market-research-report.com/datamonitor/DMFS2240.htm


Table of Contents:


2009 Trends to Watch Financial Markets

Technology markets are changing fast. This brief is essential reading for you to identify and track the key forces shaping the prospects for your business in light of the global financial crisis. In this piece, Datamonitor's senior analyst specializing in financial markets will outline the trends in your market, explain how this has shaped our research agenda for 2009

Scope
Focuses on APAC, Nth America, and Europe in light of the global financial crisis and the outlook for 2009
Explores how business trends and institution strategies across this industry are driving IT priorities, decision making and technology investment.

Highlights
Datamonitor expects the key areas of focus given the continuing fall out from the global financial crisis to be a focus on risk management policies and solutions. Efficiency gains will be sought through re-engineering of existing infrastructure as a more risk averse climate descends. Flexibility in responding to regulatory changes will be key.

Reasons to Purchase
This brief is essential reading for you to identify and track the key forces shaping the prospects for your business.
Datamonitor's senior analyst will outline the trends in your market, explain how this has shaped our research agenda for 2009.

Table of Contents: http://www.market-research-report.com/datamonitor/BFTC2262.htm

 


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