Wealth Management

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Private Wealth Management India - Family Offices for Ultra-High Net worth Individual (UHNWI) Price Single User $4,650.00 Multi User $5,650.00 Corporate Licence $7,150.00 Enterprise Site Licence $9,000.00 Publication Date: Mar-2011 Format: PDF Pages: 74 Publisher: MarketsandMarkets Table of Contents Till recently, companies were targeting the high net worth individuals (those who have invest able assets more than rupees five crore or $1 million); but the focus is now shifting towards Ultra high net worth individuals or families (those who have invest able assets more than rupees 45 crore or $10 million) Indian Ultra-HNWIs have unique demands in terms of products and services. Ultra-HNWIs have high risk taking abilities as compared to HNWIs. Thus, the products offered to them are more sophisticated and risky. Due to high invest able base and diversified needs, they also require more customized and tailor-made services to manage their family needs as well as grow their wealth. More...

HNWI in Indian Wealth Management Industry -  Trends, Analysis and Forecast (2010-2015) Price Single User $4,650.00 Multi User $5,650.00 Corporate Licence $7,150.00 Enterprise Site Licence $9,000.00 Publication Date: 01-Nov-2010 Format: pdf Pages: 67 Publisher: MarketsandMarkets Table of Contents India has registered tremendous growth in terms of the population of HNWIs and their wealth, especially after the recent economic crisis; wealth management firms are now targeting this highly untapped market, offering HNWIs highly customized services and multiple investment opportunities Clients have now become more cautious about selecting their wealth managers, taking into consideration factors such as advisory capability, brand, image and reputation, and personal relationship before making a choice. Equities and related investment once again leads various investment options available to HNWIs followed by debt related instruments The wealth management market in India is dominated by the domestic banking sector. Many new firms are realizing the attractiveness of the Indian market and thus making huge inroads into the country. Although foreign banks have significant banking operations, their wealth management business is still at a nascent stage. Wealth manager are shifting their focus towards Tier II and Tier III cities More...

Wealth Management Industry in U.S. - Changing Trends, Opportunities, & Strategies Price Single User $4,650.00 Multi User $5,650.00 Corporate Licence $7,150.00 Enterprise Site Licence $9,000.00 Publication Date: 09-Aug-2010 Format: pdf Pages: 84 Publisher: MarketsandMarkets Table of Contents The wealth management industry has witnessed dramatic changes in the last two years due to the economic crisis. Registered Investment Advisors (RIAs) have captured the assets of wirehouses or large wealth management firms. Wirehouse advisors showed high productivity (client assets per advisor) in 2009 (an average of $83 million client assets). However, wirehouses lost 0.9% of the assets under management (AUM), while RIA gained 1.5% of the AUM. This indicates a loss of client trust in large wealth management firms, necessitating a shift toward more personalised and customer-oriented services. As clients sustained heavy losses on investments during the crisis, they now demand safe products like fixed-income securities and cash-related products. More...

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