wealth management portfolio

Reliable data, actionable insights.

www.datamonitorfinancial.com

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Datamonitor Financial is a specialist information provider serving the global financial services markets. Delivering intelligence through modular reports and interactive dashboards, we will ensure you remain competitive by guiding your strategic planning and helping you stay ahead of the curve.

“In a world where the role of investment advice is under ever increasing scrutiny and faces increasing competition from self-directed services, the need to understand your customers and their motivations is greater than ever. Our reliable data and actionable insight deliver the answers you need to achieve growth. We will help you identify new market opportunities, understand investor behavior and track competitor activity.

Helen AllinghamHead of Wealth Management

Wealth Management



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Our wealth management portfolioWith a subscription to our wealth management portfolio, you will have access to:

In-depth coverage on key country markets, focusing on market sizing, future growth and the underlying drivers to help you gauge the opportunities in specific countries. Use this information to assess the potential for success in specific markets.

Country Insight

In-depth country reports into HNW customers, covering demographics, asset allocation, offshore investing, and product and service demand, allowing you to tailor your wealth management proposition most effectively. Use this insight to optimize your marketing and distribution strategies, and to inform your product development plans.

Customer Insight

Global data Proprietary data sets including Global Wealth Markets Analytics, Global Retail Investments Analytics, and Global Offshore Investments Analytics. Use our proprietary data to accurately size markets and opportunities across a range of key wealth management verticals.



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Providing monthly analysis of the latest innovations across the wealth management and financial services space, FinTrack takes a deeper look at selected developments in wealth management and life and pensions and grades these according to their innovativeness, their longevity, and their impact on consumers, on the company concerned, and on the market as a whole. Use this information to keep up-to-date on the latest developments in fintech.

FinTrack

Our wealth management portfolio

SuperLeague interactive ranking of major wealth managers, accompanied by PowerPoint profiles of competitors, enabling you to benchmark your own position against the leading competitors. Use this information to see where the competition is investing and set your future growth strategy.

Competitor Insight

Weekly tracking of 115 wealth managers and life and pensions companies in an interactive dashboard. Covers developments from M&A activity, to organic growth, product and service developments, staffing, IT deals and regulatory issues. Use the tracker to keep on top of the latest developments from fellow competitors.

Wealth Management Competitor Tracker

Focus on strategic issues affecting the global wealth management and life and pensions sectors, from regulation to new technology and offshore banking. Use this information to plan your responses to changes in the market and stay ahead of the curve.

Issue Insight



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Our geographical coverage

Our geographical coverage explores the latest movements in the ever evolving wealth management space. With comprehensive insight across 74 markets, we will help you connect the dots between investments on your radar.

MARKET

▪Argentina ▪Australia ▪Austria ▪Bahamas ▪Bahrain ▪Belgium ▪Bulgaria ▪Brazil ▪Canada ▪Cayman Islands ▪China ▪Chile ▪Colombia ▪Croatia ▪Cyprus ▪Czech Republic ▪Denmark ▪Estonia ▪Finland ▪France ▪Germany ▪Greece ▪Guernsey ▪Hong Kong

▪Hungary ▪ India ▪ Indonesia ▪ Ireland ▪ Israel ▪ Italy ▪ Isle of Man ▪Japan ▪Jersey ▪Kazakhstan ▪Kenya ▪Latvia ▪Lithuania ▪Luxembourg ▪Macao ▪Malaysia ▪Malta ▪Mexico ▪Netherlands ▪New Zealand ▪Nigeria ▪Oman ▪Pakistan ▪Peru

▪Philippines ▪Poland ▪Portugal ▪Qatar ▪Romania ▪Russia ▪Saudi Arabia ▪Serbia ▪Singapore ▪Slovakia ▪Slovenia ▪South Korea ▪South Africa ▪Spain ▪Sweden ▪Switzerland ▪Taiwan ▪Thailand ▪Turkey ▪Ukraine ▪UAE ▪UK ▪US ▪Vietnam

Countries in bold will be covered by our 2015 Global Wealth Managers Survey



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Unique survey data underpins our proposition

Now in its 11th year, our 2015 Global Wealth Managers Survey offers insight into HNW demographics, asset allocation decisions, and offshore investment, and investigates the drivers behind seeking investment advice to help answer the question: “Why”?

Carried out in the second and third quarter of the year, the survey will reach over 300 wealth managers across 20 countries.

Additionally in 2015, we are resurrecting our IFA survey in Australia and the UK. 120 IFAs will be interviewed by telephone in Q2 across each market and the responses will be used to drive analysis into the IFA segment and issues. Topics include generating income in retirement, and platforms.



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FascinationsAt Datamonitor Financial, we’re fascinated by six core elements within the financial services market. These act as the threads that weave through our analysis, bringing color and topical trends to our market insight.

High Potential Markets Competition in traditional products and geographies is tougher than ever before. Where are the niches and unexploited opportunities that will be the next big thing?

Digital Disruption Technology facilitates and creates new markets. How can the financial services industry ensure these disrupting forces lead to opportunities rather than pitfalls?

The Mass Affluent How can you identify, target, and profit from this diverse and sought-after group? What makes these consumers different? Is it all about money?

The Empowered Consumer Many consumers have the confidence to drive their own financial decisions. How can the industry meet these complex needs while also engaging the disenfranchized?

Always On Always connected. Always plugged in. Consumers demand instant, all-encompassing access and information. Where does the financial services industry fit into this information-hungry world?

Life Event Targeting The clichéd consumer is dead. Long live diversity and choice, no longer dictated by age, gender, or stereotype. How can the industry segment and target without these predictable paths?

8Reliable data, actionable insights.

An expert at your sideDid you know you can access our team of expert wealth management analysts as part of your service?

Our Ask the Analyst service is like having your very own team of industry experts. Whether you need clarity on a research finding, or deeper understanding on a particular issue, you can pose your questions directly to the people behind our research.

How can Ask the Analyst help you?

▪ Gain deeper understanding of our forecasts and methodologies by talking directly to the analysts behind the numbers

▪ Plan your next strategic move by seeking analysts’ views of where your industry is heading

▪ Dig into the detail of new growth opportunities with further clarification on changing market trends

▪ Quickly react to emerging industry developments through independent assessment and insight


Datamonitor Financial enables me to stay abreast of the global wealth management market and competitor activity through one easy to use service.Strategic ManagerASB Bank New Zealand

Datamonitor Financial has the ability to provide an in-depth look at what trends are occurring and evolving within the global wealth industry that support our decision making processes.General ManagerHSBC

Datamonitor Financial offers informative wealth management data and market analytics which are is of a quality that’s second to none.Global Wealth Research AnalystCapco

Datamonitor Financial is a key resource used in assisting the development of our wealth management product offerings. Always providing industry information that is relevant and up-to-date, this is a great source of information.Portfolio ManagerMerrill Lynch Wealth Management

Datamonitor Financial is very easy to use and offers timely, relevant content that surfaces the underlying factors contributing to changes across the wealth management markets.Senior Affluent Banking ManagerPiraeus Bank

What do our clients say?

9Reliable data, actionable insights.




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Content 2015Content type Title

Country Insight

▪Wealth in Australia: Sizing the Market Opportunity ▪Wealth in Belgium: Sizing the Market Opportunity ▪Wealth in France: Sizing the Market Opportunity ▪Wealth in Israel: Sizing the Market Opportunity ▪Wealth in Hong Kong: Sizing the Market Opportunity ▪Wealth in Malaysia: Sizing the Market Opportunity ▪Wealth in the Netherlands: Sizing the Market Opportunity ▪Wealth in Singapore: Sizing the Market Opportunity ▪Wealth in Sweden: Sizing the Market Opportunity ▪Wealth in the UAE: Sizing the Market Opportunity ▪Wealth in the UK: Competitive Dynamics

Issue/Fascination

▪Mass Affluent: Defining the Opportunity ▪ Review of 2014 ▪ Trends to Watch 2015 ▪ The Global Wealth Market in 2015 ▪ Infographic - SMSF

Global Market Data

▪ Global Retail Investments Analytics ▪ Global Wealth Analytics ▪ UK Retail Investments & Pensions Analytics ▪ Australia Regional Wealth Analytics ▪ UK Regional Wealth Analytics

Customer Insight

▪Wealth in Belgium: HNW Customers ▪Wealth in China: HNW Customers ▪Wealth in Germany: HNW Customers ▪Wealth in Hong Kong: HNW Customers ▪Wealth in Sweden: HNW Customers ▪Wealth in the UAE: HNW Customers ▪Wealth in the UK: HNW Customers ▪Wealth Management Competitor Tracker

▪ FinTrack January ▪ FinTrack February ▪ FinTrack March

FinTrack

▪Wealth Management Competitor TrackerCompetitor Insight



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Content 2015

▪ Wealth in Brazil: HNW Customers ▪ Wealth in France: HNW Customers ▪ Wealth in India: HNW Customers ▪ Wealth in Indonesia: HNW Customers ▪ Wealth in Nigeria: HNW Customers ▪ Wealth in Russia: HNW Customers ▪ Wealth in Saudi Arabia: HNW Customers ▪ Wealth in Switzerland: HNW Customers ▪ Wealth in Taiwan: HNW Customers ▪ Wealth in Turkey: HNW Customers ▪ Wealth in the US: HNW Customers ▪ Wealth Management Competitor Tracker

Customer Insight

Content type Content typeTitle Title

▪ Wealth Management Super League ▪ Credit Suisse ▪ HSBC ▪ Julius Baer ▪ UBS ▪ Wealth Management Competitor Tracker

Competitor Insight

Country Insight

▪ Wealth in Brazil: Sizing the Market Opportunity ▪ Weatlh in China: Sizing the Market Opportunity

▪ Wealth in Germany: Sizing the Market Opportunity

▪ Wealth in India: Sizing the Market Opportunity ▪ Wealth in Indonesia: Sizing the Market Opportunity

▪ Wealth in Switzerland: Sizing the Market Opportunity

▪ Wealth in Turkey: Sizing the Market Opportunity

▪ Wealth in Russia: Sizing the Market Opportunity

▪ Wealth in the UK: Sizing the Market Opportunity

▪ Wealth in the US: Sizing the Market Opportunity

Global Market Data

▪ Global Retail Investments Analytics ▪ Global Wealth Analytics ▪ Global Offshore Analytics ▪ Australia Retail Investments and Superannuation Analytics ▪ UK Retail Investments & Pensions Analytics ▪ Australia Regional Wealth Analytics ▪ UK Regional Wealth Analytics

Issue/Fascination

▪ Retirement Planning for HNWs ▪ Understanding the Emerging Affluent ▪ HSBC Mass Affluent Case Study ▪ Fidelity Mass Affluent Case Study ▪ Philanthropy Infographic ▪ Infographic TBD ▪ HNW Asset Allocation Trends

▪ FinTrack April ▪ FinTrack May ▪ FinTrack June

FinTrack



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Country Insight ▪ Wealth in Nigeria: Sizing the Market Opportunity ▪ Wealth in Saudi Arabia: Sizing the Market Opportunity ▪ Wealth in Taiwan: Sizing the Market Opportunity

▪ Bank of America ▪ Barclays ▪ Credit Agricole ▪ Morgan Stanley ▪ RBC ▪ Competitor Profile TBC ▪ Competitor Profile TBC ▪ Competitor Profile TBC ▪ Competitor Profile TBC ▪ Wealth Management Competitor Tracker

Competitor Insight

Issue/Fascination

▪ IFA Survey Analytics ▪ UK IFAs - Market Report ▪ UK IFAs - Competitor Report ▪ Australia IFAs - Market Report ▪ Australia IFAs - Competitor Report ▪ Generating Income in Retirement

▪ FinTrack July ▪ FinTrack August ▪ FinTrack September

FinTrack



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Global Market Data

▪ Global Retail Investments Analytics ▪ Global Wealth Analytics ▪ Global Offshore Analytics ▪ Australia Retail Investments and Superannuation Analytics ▪ UK Retail Investments & Pensions Analytics ▪ Australia Regional Wealth Analytics ▪ UK Regional Wealth Analytics

Country Insight ▪ Wealth in the Netherlands: Sizing the Market Opportunity ▪ Wealth in the Philippine: Sizing the Market Opportunity ▪ Wealth in Poland: Sizing the Market Opportunity ▪ Wealth in South Africa: Sizing the Market Opportunity

▪ Deutsche Bank ▪ Wealth Management Competitor Tracker

Competitor Insight

FinTrack ▪ Fintrack October ▪ Fintrack November ▪ Fintrack December

▪ HNW Customer Analytics ▪ HNW Investor Details ▪ Wealth Management Competitor Tracker

Customer Insight

Issue/Fascination ▪ Social Media in Wealth Management ▪ Robo Advisors ▪ HNW Offshore Investments

Then why not get in touch.Interested in finding out more?

Simply complete the below form and return it back via one of the following methods:

Contact Information:

Email:[email protected]

Post:Datamonitor Financial, Marketing Dept,Christchurch Court, 10-15 Newgate Street,London, EC1A 7AZ

Online:www.datamonitorfinancial.com/find-out-more

Phone:+44 (0) 20 3377 3809

© Datamonitor Financial. Owned and operated by Informa plc (“Informa”). Registered office Mortimer House, 37-41 Mortimer Street, London, W1T 3JH.Registered in England and Wales Number 3099067.

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